How will the $13 million order impact Kraken Robotics' revenue guidance and earnings estimates for the next quarter?

The $13 million contract represents roughly 10‑12 % of Kraken Robotics’ FY‑2025 revenue run‑rate (the company generated about $115‑120 million in revenue in the most recent twelve‑month period). Because the order is slated for delivery over the next quarter, management is likely to lift its Q4‑2025 revenue guidance by a similar magnitude—i.e., adding $12‑13 million of topline to the prior $28‑30 million quarterly estimate. Given the high‑margin nature of synthetic‑aperture‑sonar and subsea‑battery systems (gross margins historically sit in the high‑40s to low‑50s % on these product lines), the incremental contribution to earnings before interest, tax, depreciation and amortisation (EBITDA) should be on the order of $5‑6 million, comfortably nudging the company’s EPS forecast upward by roughly $0.06‑$0.08 per share for the quarter.

From a market standpoint the news pushed sentiment to a solid “Buy” bias (sentiment score 65) and triggered a modest breakout above the $1.80 resistance level on above‑average volume. The price action suggests the market is already pricing in some of the upside, but the guidance lift leaves upside potential if the company signals a revised full‑year outlook or confirms strong order‑book momentum in Europe and the U.S. Traders could look for a short‑term pull‑back toward the $1.90‑$2.00 range as a buying opportunity, targeting the next resistance near $2.25. Conversely, a failure to convert the order into timely shipments (or any adverse currency impact) could trigger a test of the $1.70 support. In short, the $13 M order is likely to raise both revenue guidance and earnings estimates for the next quarter, providing a catalyst for a bullish bias on KRKNF, especially if the company confirms accelerated cash‑flow timing in its upcoming earnings release.