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About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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Kratos’s Q2 Earnings Call: Our Top 5 Analyst Questions

By: StockStory

KTOS Cover Image

Kratos’ second quarter saw a strong positive market reaction, as the company posted results that exceeded Wall Street’s revenue and non-GAAP profit expectations. Management attributed the outperformance to sustained momentum across its hypersonics, rocket support, and C5ISR (Command, Control, Communications, Computers, Combat Systems, Intelligence, Surveillance, and Reconnaissance) segments. CEO Eric DeMarco pointed to a “generational global recapitalization of weapon systems,” highlighting Kratos’ unique positioning to capture new defense technology demand. The company’s backlog and proposal pipeline were cited as key indicators of continued robust order activity.

Is now the time to buy KTOS? Find out in our full research report (it’s free).

Kratos (KTOS) Q2 CY2025 Highlights:

  • Revenue: $351.5 million vs analyst estimates of $305.5 million (17.1% year-on-year growth, 15% beat)
  • Adjusted EPS: $0.11 vs analyst estimates of $0.09 (17.7% beat)
  • Adjusted EBITDA: $28.3 million vs analyst estimates of $23.7 million (8.1% margin, 19.4% beat)
  • The company lifted its revenue guidance for the full year to $1.3 billion at the midpoint from $1.27 billion, a 2.2% increase
  • EBITDA guidance for the full year is $117 million at the midpoint, in line with analyst expectations
  • Operating Margin: 1.1%, down from 4.2% in the same quarter last year
  • Organic Revenue rose 15.2% year on year vs analyst estimates of flat growth (1,555.4 basis point beat)
  • Market Capitalization: $11.6 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Kratos’s Q2 Earnings Call

  • Michael Frank Ciarmoli (Truist Securities) asked about the implied second-half revenue decline. CFO Deanna Lund explained that timing of a hypersonic mission pulled some revenue forward into Q2 but said there was "nothing to read into it" regarding demand.

  • Peter J. Arment (Baird) requested color on the impact of the Golden Dome missile defense program. CEO Eric DeMarco stated Kratos is "better positioned" than peers, citing leadership in target drones and roles in related radar and ground systems.

  • Joshua Ward Sullivan (The Benchmark Company) probed the U.S. Air Force’s drone acquisition preference. DeMarco noted recent public statements suggest a shift toward more affordable, higher-quantity drones versus the previous focus on high-end, bespoke systems.

  • Andre Madrid (BTIG) asked about margin differences between direct commercial sales in Europe and U.S. government contracts. DeMarco said international deals could carry margins as high as 20-25% versus 12-13% domestically.

  • Kenneth George Herbert (RBC Capital Markets) focused on supply chain risk and capital spending. Lund and DeMarco acknowledged a small number of sole-source suppliers present cost and margin challenges, but the company is pursuing vertical integration and backup sourcing.

Catalysts in Upcoming Quarters

For the remainder of the year, the StockStory team will closely monitor (1) the pace and value of new contract awards in drones, hypersonics, and missile systems, (2) execution on planned manufacturing capacity expansions and facility buildouts, and (3) progress in renewing or repricing fixed-price contracts to improve margins. Additional signposts include updates on Prometheus and GEK joint ventures and further evidence of international order flow.

Kratos currently trades at $68.27, up from $59.15 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free).

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