restructuring
“Acquisitions also frequently result in the recording of goodwill and other intangible assets that are subject to potential impairment in the future that could harm our financial results.”
KTOS 10-K
Confirmed
Defense Technology
3 names are moving together; 33% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| MRCY | Mercury Systems Inc | Industrials | +2.0% | Group member |
| KTOS | Kratos Defense & Security Solut | Industrials | +7.3% | Most structurally connected |
| AVAV | AeroVironment, Inc. | Industrials | +1.0% | Group member |
Why we believe this
Cohort
3 namesParticipation
33% this sessionObserved history
1 daily buildsFiling coverage
3/3 membersdemand / volume affecting revenue
“In the future, we may be required to record write-downs of finished products and materials on-hand and/or additional charges for excess purchase commitments as a result of future changes in our sales forecasts or customer orders, which could have a negative impact on our business, financial condition, and results of operations.”
KTOS 10-K
demand / volume affecting backlog
“Backlog as of March 29, 2026 as compared to March 30, 2025 has increased primarily as a result of contract awards in our Space, Satellite and Training, Defense Rocket Support Services and Unmanned Systems businesses, as well as the impact of the acquisitions of Nomad and Orbit which contributed approximately $184.4 million to the increase in backlog.”
KTOS 10-Q
Defense Technology can stay leader-led if secondary names fail to join while KTOS keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.