Kratos Defense and Security Solutions Inc at Goldman Sachs Industrials & Materials Conference (Virtual) Transcript

Feb 07, 2024

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May 12, 2022 / 06:40PM GMT
Noah Poponak - Goldman Sachs Group, Inc., Research Division - Equity Analyst

Okay. Good afternoon, everybody. It's Noah Poponak from the Goldman Sachs Aerospace and Defense Equity Research team. Very happy to have with us for our next presentation out of my sector, Kratos Defense & Security Solutions. With us from the company, Eric DeMarco, the CEO; and Deanna Lund, the CFO. Eric and Deanna, thanks so much for spending some time with us today.

Eric M. DeMarco - Kratos Defense & Security Solutions, Inc. - CEO, President & Director

Thank you very much for having us. We appreciate it.

Questions and Answers:

Noah Poponak - Goldman Sachs Group, Inc., Research Division - Equity Analyst

Excellent. Eric, why don't we start a high level on the geopolitical environment and the budget backdrop, and then we'll dive into all of your programs and company specifics. I'm curious for your take on what you thought the 5-year CAGR in DoD authorization was going to be before Russia, Ukraine? And what do you think it is

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