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Brock Cannon

Research Analyst at Stifel

Brock Cannon is an Equity Research Associate at Stifel, Nicolaus & Co., Inc., focusing on equity research analysis. No specific companies covered, performance metrics such as success rates or returns, or notable achievements are detailed in available sources. He joined Stifel in 2022 upon receiving his undergraduate degree that same year, with no prior firms or extensive career timeline identified. Professional credentials are limited to his recent undergraduate degree, with no FINRA registrations or securities licenses specified.

Brock Cannon's questions to KRATOS DEFENSE & SECURITY SOLUTIONS (KTOS) leadership

Question · Q4 2025

Brock Cannon asked for more details on the timing and planning capacity in Taiwan for the Mighty Hornet system, following its successful test, and how Kratos plans to recognize revenue for the program.

Answer

Eric DeMarco, President and CEO, Kratos Defense & Security Solutions, indicated that flight demonstrations are being prepared, and if successful, a production decision could be made in Q4 of this year, with Taiwan looking for hundreds, if not thousands, of systems. He attributed Kratos' success to its long-flying and in-production Tactical Firejet and Air Wolf drones. Deanna Lund, EVP and CFO, Kratos Defense & Security Solutions, explained that revenue recognition would depend on contractual terms, with services recognized as performed and aircraft either by percentage completion or at delivery.

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Fintool

Fintool can predict KRATOS DEFENSE & SECURITY SOLUTIONS logo KTOS's earnings beat/miss a week before the call

Question · Q4 2025

Brock Cannon asked for more details on the timing and planning capacity in Taiwan for the Mighty Hornet system, following its successful test, and how Kratos plans to recognize revenue for the program.

Answer

Eric DeMarco, President and CEO, indicated that flight demonstrations are being prepared, and a production decision for Mighty Hornet is expected in Q4 of this year, with the Taiwan agency seeking hundreds, if not thousands, of systems. He attributed Kratos' success to its Tactical Firejet and Airwolf small tactical jet drones having a long flight history and being in production. Deanna Lund, EVP and CFO, explained that revenue recognition would depend on contractual terms, with services recognized as performed and aircraft either by percentage completion or at delivery.

Ask follow-up questions

Fintool

Fintool can write a report on KRATOS DEFENSE & SECURITY SOLUTIONS logo KTOS's next earnings in your company's style and formatting