demand / volume affecting revenue
“Revenue of $3,648 million for the year ended December 31, 2025 represented an increase of $414 million (12.8%) driven by increased demand across our program portfolio.”
DRS 10-K
Confirmed
Defense Technology
4 names are moving together; 0% 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 |
|---|---|---|---|---|
| KTOS | Kratos Defense & Security Solut | Industrials | -1.4% | Group member |
| DRS | Leonardo DRS, Inc. | Industrials | -1.2% | Most structurally connected |
| AVAV | AeroVironment, Inc. | Industrials | -1.7% | Group member |
| ESLT | Elbit Systems Ltd. | Industrials | -0.9% | Group member |
Why we believe this
Cohort
4 namesParticipation
0% this sessionObserved history
1 daily buildsFiling coverage
3/4 memberscredit / rates affecting interest expense
“The reduction in net interest expense is attributed to increased interest income as a result of higher cash balances and reduced interest expense with the repayment and termination of the 2022 Term Loan A in January 2026.”
DRS 10-Q
restructuring
“As a result of certain cost reduction initiatives across our industry, we have experienced and may continue to experience an increased number of audits and/or a lengthened period of time required to close open audits.”
DRS 10-K
Defense Technology can stay leader-led if secondary names fail to join while DRS 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.