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Kashyin Kailer

Research Analyst at BNP Paribas

Kashyin Kailer is an Analyst at BNP Paribas, specializing in defense and security sectors. He covers companies such as Kratos Defense & Security Solutions, actively participating in earnings calls to engage with management on performance and outlook. Kailer has been noted in recent transcripts from Kratos' Q4 2025 earnings report, reflecting his current role at BNP Paribas, though detailed performance metrics, rankings, and full career timeline are not publicly available in accessible sources.

Kashyin Kailer's questions to KRATOS DEFENSE & SECURITY SOLUTIONS (KTOS) leadership

Question · Q4 2025

Kashyin Kailer asked if the slightly lower organic growth outlook for the year, compared to the initial 15%-20% laid out last quarter, was purely a mathematical adjustment due to higher 2025 revenues. He also inquired about a timeline for Kratos to become more neutral or positive on free cash flow, given the current investment pipeline.

Answer

Deanna Lund, EVP and CFO, Kratos Defense & Security Solutions, confirmed that the adjustment was mathematical, as Kratos exceeded its 2025 organic growth forecast. Eric DeMarco, President and CEO, Kratos Defense & Security Solutions, stated that operating cash flow is starting to increase and is expected to ramp in 2027 and 2028. He emphasized that while Kratos is cognizant of cash flow, the current environment of increasing budgets and significant opportunities for non-traditionals means they will prioritize capital investment to build the company and generate shareholder returns, rather than providing a fixed timeline for FCF neutrality.

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