Of the tracked stories, 2 of 3 also mention AeroVironment, the most common co-covered peer. markets accounts for 2 of the 3 tracked stories, while 1 other category carries the remainder. They are less corroborated than the beat average, carrying 2 original sources each against 2.5 for the same window.
Figures are computed live from our source-verified story record
— see our methodology for how impact and
sentiment are derived.
What the coverage shows about Kratos Defense & Security Solutions
Of the tracked stories, 2 of 3 also mention AeroVironment, the most common co-covered peer. markets accounts for 2 of the 3 tracked stories, while 1 other category carries the remainder. They are less corroborated than the beat average, carrying 2 original sources each against 2.5 for the same window. Their average consequence score of 5.3 runs below the beat's 6.3 for that window. We currently track 3 Finance stories that mention Kratos Defense & Security Solutions, published between February 20, 2026 and February 24, 2026.
Stories tracked
3
Sources per story
2
Computed from the 3 stories linked to this entity, with beat comparisons drawn from all 326 Finance stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.
Coverage cohort
Appears alongside
Other entities that clear the same relevance threshold in stories also covering Kratos Defense & Security Solutions. Shared-story counts are live from our verified record — not editorial picks.
Kratos and BWXT reported strong Q4 2025 results, characterized by record-breaking backlogs and significant organic growth in specialized defense and commercial sectors. While BWXT is capitalizing on a massive surge in commercial nuclear demand, Kratos is seeing momentum in unmanned systems and space communications, signaling a robust outlook for high-tech defense contractors in 2026.
American Capital Management has significantly increased its position in Proto Labs, acquiring over 350,000 shares in the fourth quarter of 2025. The move comes as the digital manufacturer outperforms the S&P 500 by nearly 40 percentage points, signaling strong institutional confidence in on-demand industrial technology.
American Capital Management Inc. nearly doubled its position in Novanta (NOVT) during the fourth quarter of 2025, adding 163,005 shares. The $18.56 million trade boosts the firm's total holding to over $45 million, signaling a contrarian bet on the precision motion specialist despite its recent market underperformance.
Kratos Defense & Security Solutions is linked from 3 stories on this site, each scored at or above our 35% relevance threshold — see how these pages are built.
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