Kratos Defense & Security Solutions, Inc.
KTOS
Jodie situation report
Kratos Defense & Security Solutions, Inc.'s move is being confirmed by its market group.
KTOS accounts for 3.8% of the group's measured movement across 5.5 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 22%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
KRMN, DRS, AVAV moved materially before KTOS. KTOS crossed its material path threshold at 10:30 ET. LUNR, LMT, RTX followed.
- Revenue increased 22.6% versus the comparable filing period.
- Operating margin fell 0.9 percentage points.
11 of 14 members in Aerospace & Defense are active. 0 of 8 disclosed connections are confirming.
- At least 10 of 14 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as ESE begins moving with the group.
Invalidation: The live read weakens if participation falls to 4 of 14 members or fewer.
Who this business touches
The relationships behind KTOS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
RFLFiling-linked namepartnerMay 6, 2026 ▾
“Investments related to the Company’s Prometheus venture with RAFAEL Advanced Defense Systems, Ltd and the new turbofan production facility in Oklahoma related to our arrangement with GE Aerospace are expected to ramp up in 2026 and 2027.”
BAThe Boeing CompanypartnerFeb 23, 2026 ▾
“Government contractors, newer defense technology companies including Anduril, XBow, Shield AI, Castelion, Ursa Major, Bee Hive, and others, and system integrators such as Northrop Grumman, Lockheed Martin, General Dynamics, Raytheon Technologies, BAE Systems,…”
Depended on by
RKLB10.0% of RKLBcustomerMay 7, 2026 ▾
“Concentration of Credit Risk and Significant Customers As of March 31, 2026, the Company’s customer that accounted for 10% or more of the total accounts receivable, net, was as follows: March 31, 2026 Kratos SRE, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
KTOS is currently a Follower in the organic co-movement group Aerospace & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.