Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus
Published . Updated .
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This report is about defense.
Directly affected
- KTOS Kratos Defense & Security Solutions-25.3% 30d
Named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.
- LMT Lockheed Martin+9.4% 30d
Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.
- RTX Rtx-2.0% 14d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.
- NOC Northrop Grumman+3.8% 30d
Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.
- GD General Dynamics+6.0% 30d
General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| KTOS | +14.61% | +2.38% | base | +7.34% | after close | after close | after close |
| ITA | +3.67% | +2.77% | base | +3.82% | after close | after close | after close |
| XAR | +2.91% | +0.53% | base | +5.46% | after close | after close | after close |
| LMT | +13.41% | +4.87% | base | +3.60% | after close | after close | after close |
| RTX | +7.00% | +4.71% | base | +3.58% | after close | after close | after close |
| NOC | +5.74% | -0.01% | base | +2.53% | after close | after close | after close |
| GD | +5.43% | +3.00% | base | +2.32% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus Benzinga
Source: Benzinga
IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| General Dynamics (GD) | that day | +2.32% | final price |
| General Dynamics (GD) | three days earlier | +3.00% | final price |
| General Dynamics (GD) | five days earlier | +5.43% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | +3.82% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +2.77% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +3.67% | final price |
| KTOS | that day | +7.34% | final price |
| KTOS | three days earlier | +2.38% | final price |
| KTOS | five days earlier | +14.61% | final price |
| Lockheed Martin (LMT) | that day | +3.60% | final price |
| Lockheed Martin (LMT) | three days earlier | +4.87% | final price |
| Lockheed Martin (LMT) | five days earlier | +13.41% | final price |
| Northrop Grumman (NOC) | that day | +2.53% | final price |
| Northrop Grumman (NOC) | three days earlier | -0.01% | final price |
| Northrop Grumman (NOC) | five days earlier | +5.74% | final price |
| Rtx (RTX) | that day | +3.58% | final price |
| Rtx (RTX) | three days earlier | +4.71% | final price |
| Rtx (RTX) | five days earlier | +7.00% | final price |
| Spdr Series Trust (XAR) | that day | +5.46% | final price |
| Spdr Series Trust (XAR) | three days earlier | +0.53% | final price |
| Spdr Series Trust (XAR) | five days earlier | +2.91% | final price |
Members of Congress who traded IShares U.S. Aerospace & Defense ETF (ITA) near this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 47 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 47 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 53 days before publication. Filed 13 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)
Companies mentioned with this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
- XAR Spdr Series Trust
Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus.” Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
- LMT Lockheed Martin
Lockheed Martin (LMT) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus.” Reason on file: Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story
- RTX Rtx
For “Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus,” Rtx (RTX) is linked, with no stored direction, medium confidence. Reason on file: Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story
- NOC Northrop Grumman
For “Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus,” Northrop Grumman (NOC) is linked, with no stored direction, medium confidence. Reason on file: Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story
- GD General Dynamics
General Dynamics (GD) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus.” Reason on file: General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story
IShares U.S. Aerospace & Defense ETF (ITA)
The 9 Nov 2026 story “Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus” names IShares U.S. Aerospace & Defense ETF (ITA) because of this story.
What ties IShares U.S. Aerospace & Defense ETF (ITA) to the headline is this: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
A second company, Spdr Series Trust (XAR), is listed for a different reason: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)
ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. LMT traded between 502.17 and 656.35 across 20 sessions. The latest close on file is 567.05. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 231.04.
How strong the case is around IShares U.S. Aerospace & Defense ETF (ITA)
46 out of 100
“Kratos Defense Rises on THAICOM 10 Contract With Recent Earnings in Focus” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.