以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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KTOS

66 atoms · 跨 14 天 · 首见 2026-04-20 · 最近 2026-07-02

三色: 🟦 fact 48 · 🟥 take 18 · stance ▲26/▼4/◆5

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 9

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 66

时态: fresh:60 · aging:5 · stale:1

标签: 好数字:41 · 好信源:18 · 好观点:13 · 好思考:1

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

KTOS 近期获多家机构看好, JPMorgan 升级至增持 ¹, 但目标价从先前水平下调至 $82 ¹, Clear Street 给予买入评级并设定目标价 $82 ¹, Wedbush 则启动覆盖并给出跑赢大盘评级和 $85 目标价 ¹。CEO 表示防空相关硬件、产品和系统业务正面临来自众多客户的需求增长 ¹, 分析师将其视为一个被误解的在整个国防行业供应关键子系统的“铲子和镐”型公司 ¹。BTIG 认为多年代增长拐点即将到来, 受和解资金和积压订单转化推动 ¹。然而 Citizens 也将目标价下调至 $105 ¹, 同时有市场声音对多头表示“安息” ¹。

🧭 拥挤度 (一人一票): ▲ 2 位作者 (KOL2) vs ▼ 2 位作者 (KOL2)

📄 广泛报道的事实 · 1 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

评级目标价 — 2 源报道 (含2快讯) · X

💢 核心分歧 (2 轴)

1. 评级上调目标价 vs 目标价下调分歧

*topic: 评级目标价 · 7 bull vs 3 bear*

🟢 bullish 侧:

<a id="atom-acf70435ffb5f17e"></a>2026-04-29 X·@AIStockSavvy · 目标价 · 评级目标价
Clear Street initiates with Buy, sets PT at $82
tags: 好数字 · → daily
value: qty=$82.00 · direction=高
[图: Clear Street 机构对 Kratos (KTOS) 股票首次覆盖并给予买入评级的分析数据表 — 目标价: $82.00; 当前价格: $59.56; 潜在涨幅: +37.7%; 估值倍数: ~6x 2028E 营收; 今年以来跌幅: ~20% YTD]
📷 原图
<a id="atom-873951ad8b32f1a3"></a>2026-05-07 X·@wallstengine [老旧] · 评级目标价 · 评级目标价
BTIG Maintains $KTOS at Buy; PT $100
tags: 好观点·好信源 · → daily
value: qty=$100
<a id="atom-f7152fba6a34ea32"></a>2026-05-07 X·@AIStockSavvy [老化中] · BTIG评级 · 评级目标价
$KTOS | BTIG maintains Buy, cuts PT to $100
tags: 好信源 · → daily
value: direction=维持Buy
[图: BTIG关于Kratos (KTOS) 的卖方分析师评级与目标价更新摘要图 — 新目标价: $100.00; 原目标价: $115.00; 当前股价: $61.52; 潜在涨幅: +62.6%; 今年以来跌幅: ~22%]
📷 原图
<a id="atom-ebc7fe787cdd0b42"></a>2026-05-08 X·@AIStockSavvy [老化中] · 评级 · 评级目标价
Citizens reiterates Market Outperform on KTOS
tags: 好观点 · → daily
value: direction=Market Outperform
📷 原图
<a id="atom-5595f7db14d89f4e"></a>2026-06-12 X·@AIStockSavvy · JPMorgan升级至增持 · 评级目标价 +同日1条
$KTOS | JPMorgan upgrades Kratos Defense to Overweight
tags: 好观点·好信源 · → daily
value: qty=Overweight · date=2026-06-12
[图: JPMorgan对Kratos Defense (KTOS) 的评级更新、目标价调整及研究要点信息图 — 新目标价: $82.00; 目标价变动: -17.17%; 当前价格: $58.78; 预计上涨空间: +39.50%; 2027E预估销售额: $2.2b]
📷 原图

🔴 bearish 侧:

<a id="atom-902c940fb3d2d7a9"></a>2026-05-07 X·@AIStockSavvy [老化中] · BTIG目标价下调 · 评级目标价
cuts PT to $100
tags: 好数字 · → daily
value: qty=$100 · date=当前
[图: BTIG关于Kratos (KTOS) 的卖方分析师评级与目标价更新摘要图 — 新目标价: $100.00; 原目标价: $115.00; 当前股价: $61.52; 潜在涨幅: +62.6%; 今年以来跌幅: ~22%]
📷 原图
<a id="atom-021ac1948a840cad"></a>2026-05-08 X·@AIStockSavvy [老化中] · 目标价 · 评级目标价
Citizens cuts PT to $105 on KTOS
tags: 好数字 · → daily
value: qty=$105 · direction=cuts
📷 原图
<a id="atom-d86d5bc0eeb4d7bf"></a>2026-06-12 X·@AIStockSavvy · JPMorgan目标价下调 · 评级目标价
JPMorgan upgrades Kratos Defense to Overweight, cuts PT to $82
tags: 好数字·好信源 · → daily
value: qty=$82 · date=2026-06-12
[图: JPMorgan对Kratos Defense (KTOS) 的评级更新、目标价调整及研究要点信息图 — 新目标价: $82.00; 目标价变动: -17.17%; 当前价格: $58.78; 预计上涨空间: +39.50%; 2027E预估销售额: $2.2b]
📷 原图

2. 多年代增长拐点 vs 短期股价承压

*topic: 订单需求/仓位情绪 · 11 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-b27abfc0c5f40609"></a>2026-05-07 X·@AIStockSavvy · BTIG观点-多年代增长拐点 · 订单需求/资本开支
Analyst sees multi-year growth inflection ahead, driven by reconciliation funding and backlog conversion
tags: 好观点 · → daily
value: direction=多年代增长拐点即将到来
[图: BTIG关于Kratos (KTOS) 的卖方分析师评级与目标价更新摘要图 — 新目标价: $100.00; 原目标价: $115.00; 当前股价: $61.52; 潜在涨幅: +62.6%; 今年以来跌幅: ~22%]
📷 原图
<a id="atom-927a73d6f28c2096"></a>2026-05-09 X·@cnfinancewatch · 获得美国海军陆战队采购订单 · 订单需求
KTOS研发的女武神无人机成功获得美国海军陆战队采购订单
tags: 好信源 · → daily
value: direction=获得 · date=2026
<a id="atom-22212fbb1013aa6b"></a>2026-06-09 X·@AIStockSavvy · Spartan turbojet engine production capacity expansion · 供给产能/订单需求
Kratos plans major expansion of 𝐒𝐩𝐚𝐫𝐭𝐚𝐧 turbojet engine production capacity. Company targets output of 𝟑,𝟎𝟎𝟎 engines next year.
tags: 好数字·好信源 · → daily
value: qty=3,000 engines · date=next year
<a id="atom-3d9b0732c4941286"></a>2026-06-17 X·@AIStockSavvy [老化中] · Demonstrates progress toward commercial autonomous freight operations · 技术路线/订单需求 +同日2条
Demonstrates progress toward commercial autonomous freight operations.
tags: 好观点 · → daily
<a id="atom-81a2557680397cbe"></a>2026-06-20 X·@StockSavvyShay · 被列为3个最受关注的无人机股票之一 · 仓位情绪/竞争格局
Why $ONDS, $KTOS & $AVAV are my 3 favorite drone stocks
tags: 好观点 · → daily
📷 原图

🔴 bearish 侧:

<a id="atom-50b7f00ed1ae78a5"></a>2026-05-31 X·@stevehou · 股价表现 · 仓位情绪
RIP to $KTOS bulls
tags: 好观点 · → daily
value: date=2026-05-31 · direction=down
📷 原图

🟦 客观事实 (facts) (21)

<a id="atom-667b41fa1c3963d4"></a>🟦 2026-06-17 X·@AIStockSavvy ⭐ · autonomous follower tractor-trailer successfully completed cross-country logistics haul · 产品发布/技术路线
Our autonomous follower tractor-trailer successfully completed a cross-country logistics haul, demonstrating how platooning technology can safely improve efficiency, expand freight capacity, and help address ongoing driver shortages.
tags: 好信源·好数字 · → daily
value: date=2026-06-17
<a id="atom-22212fbb1013aa6b"></a>🟦 2026-06-09 X·@AIStockSavvy · Spartan turbojet engine production capacity expansion · 供给产能/订单需求
Kratos plans major expansion of 𝐒𝐩𝐚𝐫𝐭𝐚𝐧 turbojet engine production capacity. Company targets output of 𝟑,𝟎𝟎𝟎 engines next year.
tags: 好数字·好信源 · → daily
value: qty=3,000 engines · date=next year
<a id="atom-965791ff97154f5d"></a>🟦 2026-07-02 X·@AIStockSavvy · 合同金额 · 订单需求
Kratos secured an approximately $36 million sole-source contract award
tags: 好数字 · → daily
value: qty=$36M · date=2026-07-02
<a id="atom-68150d6f270fed69"></a>🟦 2026-07-02 X·@AIStockSavvy · 资本开支 · 资本开支
Kratos has made significant investments in property, plant, equipment and facilities
tags: 好信源 · → daily
<a id="atom-286f062b65bb5b06"></a>🟦 2026-06-17 X·@AIStockSavvy · completed cross-country autonomous tractor-trailer platooning deployment · 产品发布/技术路线
Kratos completed a cross-country autonomous tractor-trailer platooning deployment.
tags: 好数字 · → daily
value: date=2026-06-17
<a id="atom-77f23b0c8b6b2b34"></a>🟦 2026-05-28 X·@cnfinancewatch · 海军陆战队合同金额 · 订单需求
2.315亿美元海军陆战队合同
tags: 好数字 · → daily
value: qty=2.315亿美元
<a id="atom-4e4c70914a59d52e"></a>🟦 2026-05-28 X·@cnfinancewatch · 五角大楼主合同金额 · 订单需求
14.5亿美元五角大楼主合同
tags: 好数字 · → daily
value: qty=14.5亿美元
<a id="atom-157bb7467a5e1b2c"></a>🟦 2026-05-28 X·@cnfinancewatch · 收入 · 营收
收入13亿美元
tags: 好数字 · → daily
value: qty=13亿美元
<a id="atom-ac11821e399fbb4b"></a>🟦 2026-05-28 X·@cnfinancewatch · 收入同比增长 · 营收
同比增长19%
tags: 好数字 · → daily
value: qty=19%
<a id="atom-902c940fb3d2d7a9"></a>🟦 2026-05-07 X·@AIStockSavvy [老化中] · BTIG目标价下调 · 评级目标价
cuts PT to $100
tags: 好数字 · → daily
value: qty=$100 · date=当前
[图: BTIG关于Kratos (KTOS) 的卖方分析师评级与目标价更新摘要图 — 新目标价: $100.00; 原目标价: $115.00; 当前股价: $61.52; 潜在涨幅: +62.6%; 今年以来跌幅: ~22%]
📷 原图
<a id="atom-19723f7720c1948f"></a>🟦 2026-04-20 X·@AIStockSavvy · ARK 基金买入股数 · 仓位情绪
ARK 基金买入 KTOS 股数: 24,614
tags: 好数字 · → daily
value: qty=24,614 · date=2026-04-20
[图: ARK 基金交易明细表格，展示了不同 ETF 在特定日期的买入与卖出操作数据 — KTOS 买入股数: 24,614; DASH 买入股数: 4,625; AMZN 买入股数: 3,492; TWST 卖出股数: 30,677; IRDM 卖出股数: 81,422]
📷 原图
<a id="atom-9eb0b82b0234949c"></a>🟦 2026-07-02 X·@AIStockSavvy · 合同类型 · 订单需求
sole-source contract award
tags: 好信源 · → daily
<a id="atom-86644b0d1cee4b98"></a>🟦 2026-06-17 X·@AIStockSavvy · mission transported NASCAR race equipment · 合作客户/产品发布
Mission transported NASCAR race equipment from Charlotte to Naval Base Coronado.
tags: 好信源 · → daily
value: date=2026-06-17
<a id="atom-b5fc68ebbaef1289"></a>🟦 2026-06-17 X·@AIStockSavvy · operation conducted with motorsports logistics provider Champion Tire & Wheel · 合作客户
Operation was conducted with motorsports logistics provider Champion Tire & Wheel.
tags: 好信源 · → daily
value: date=2026-06-17
<a id="atom-2d80fb61f035438f"></a>🟦 2026-06-17 X·@AIStockSavvy · System uses human-driven lead truck and autonomous follower truck · 产品发布/技术路线
System uses a human-driven lead truck and an autonomous follower truck.
tags: 好信源 · → daily
<a id="atom-5392fdadc1a66fb7"></a>🟦 2026-06-17 X·@AIStockSavvy · Follower vehicle supervised by safety rider · 产品发布/技术路线
Follower vehicle is supervised by an onboard safety rider.
tags: 好信源 · → daily
<a id="atom-1278093a446d5aab"></a>🟦 2026-06-17 X·@AIStockSavvy · Technology synchronizes steering, braking, and speed control · 技术路线
Technology synchronizes steering, braking, and speed control between vehicles.
tags: 好信源 · → daily
<a id="atom-69180b28cc8dbf07"></a>🟦 2026-06-17 X·@AIStockSavvy · Deployment expanded on 2025 Brickyard 400 autonomous trucking operation · 产品发布/技术路线
Deployment expanded on Kratos' 2025 Brickyard 400 autonomous trucking operation.
tags: 好信源 · → daily
value: date=2025
<a id="atom-f1d6308ff4bebdb6"></a>🟦 2026-06-17 X·@AIStockSavvy · mission demonstrated multi-state long-haul autonomous logistics capabilities · 产品发布/技术路线
Company said the mission demonstrated multi-state, long-haul autonomous logistics capabilities.
tags: 好信源 · → daily
value: date=2026-06-17
<a id="atom-927a73d6f28c2096"></a>🟦 2026-05-09 X·@cnfinancewatch · 获得美国海军陆战队采购订单 · 订单需求
KTOS研发的女武神无人机成功获得美国海军陆战队采购订单
tags: 好信源 · → daily
value: direction=获得 · date=2026
<a id="atom-f7152fba6a34ea32"></a>🟦 2026-05-07 X·@AIStockSavvy [老化中] · BTIG评级 · 评级目标价
$KTOS | BTIG maintains Buy, cuts PT to $100
tags: 好信源 · → daily
value: direction=维持Buy
[图: BTIG关于Kratos (KTOS) 的卖方分析师评级与目标价更新摘要图 — 新目标价: $100.00; 原目标价: $115.00; 当前股价: $61.52; 潜在涨幅: +62.6%; 今年以来跌幅: ~22%]
📷 原图

🟥 多头 takes (bullish) (12)

<a id="atom-5595f7db14d89f4e"></a>🟥 2026-06-12 X·@AIStockSavvy · JPMorgan升级至增持 · 评级目标价
$KTOS | JPMorgan upgrades Kratos Defense to Overweight
tags: 好观点·好信源 · → daily
value: qty=Overweight · date=2026-06-12
[图: JPMorgan对Kratos Defense (KTOS) 的评级更新、目标价调整及研究要点信息图 — 新目标价: $82.00; 目标价变动: -17.17%; 当前价格: $58.78; 预计上涨空间: +39.50%; 2027E预估销售额: $2.2b]
📷 原图
<a id="atom-9880eb8abf4a4fd4"></a>🟥 2026-06-12 X·@AIStockSavvy · JPMorgan预计上涨空间 · 评级目标价
预计上涨空间: +39.50%
tags: 好数字 · → daily
value: qty=+39.50% · date=2026-06-12
[图: JPMorgan对Kratos Defense (KTOS) 的评级更新、目标价调整及研究要点信息图 — 新目标价: $82.00; 目标价变动: -17.17%; 当前价格: $58.78; 预计上涨空间: +39.50%; 2027E预估销售额: $2.2b]
📷 原图
<a id="atom-acf70435ffb5f17e"></a>🟥 2026-04-29 X·@AIStockSavvy · 目标价 · 评级目标价
Clear Street initiates with Buy, sets PT at $82
tags: 好数字 · → daily
value: qty=$82.00 · direction=高
[图: Clear Street 机构对 Kratos (KTOS) 股票首次覆盖并给予买入评级的分析数据表 — 目标价: $82.00; 当前价格: $59.56; 潜在涨幅: +37.7%; 估值倍数: ~6x 2028E 营收; 今年以来跌幅: ~20% YTD]
📷 原图
<a id="atom-c15705a1e9258011"></a>🟥 2026-06-30 X·@AIStockSavvy · Wedbush initiated coverage · 评级目标价
$KTOS | Wedbush initiates coverage on Kratos Defense with an Outperform rating and PT of $85
tags: 好信源 · → daily
value: direction=Outperform · qty=$85 · date=2026-06-30
📷 原图
<a id="atom-2b29af0497134631"></a>🟥 2026-07-02 X·@AIStockSavvy · CEO表述 · 订单需求
Kratos' air defense related hardware, products, and systems business is currently seeing increased demand from numerous customers
tags: 好观点 · → daily
<a id="atom-c987dfe9d4ba9e89"></a>🟥 2026-06-30 X·@AIStockSavvy · is a misunderstood picks-and-shovels franchise supplying critical subsystems across defense industry · 竞争格局
Analyst sees Kratos as a misunderstood 'picks-and-shovels' franchise supplying critical subsystems across the defense industry, not just a drone maker.
tags: 好观点 · → daily
📷 原图
<a id="atom-ebc7fe787cdd0b42"></a>🟥 2026-05-08 X·@AIStockSavvy [老化中] · 评级 · 评级目标价
Citizens reiterates Market Outperform on KTOS
tags: 好观点 · → daily
value: direction=Market Outperform
📷 原图
<a id="atom-b27abfc0c5f40609"></a>🟥 2026-05-07 X·@AIStockSavvy · BTIG观点-多年代增长拐点 · 订单需求/资本开支
Analyst sees multi-year growth inflection ahead, driven by reconciliation funding and backlog conversion
tags: 好观点 · → daily
value: direction=多年代增长拐点即将到来
[图: BTIG关于Kratos (KTOS) 的卖方分析师评级与目标价更新摘要图 — 新目标价: $100.00; 原目标价: $115.00; 当前股价: $61.52; 潜在涨幅: +62.6%; 今年以来跌幅: ~22%]
📷 原图
<a id="atom-81a2557680397cbe"></a>🟥 2026-06-20 X·@StockSavvyShay · 被列为3个最受关注的无人机股票之一 · 仓位情绪/竞争格局
Why $ONDS, $KTOS & $AVAV are my 3 favorite drone stocks
tags: 好观点 · → daily
📷 原图
<a id="atom-3d9b0732c4941286"></a>🟥 2026-06-17 X·@AIStockSavvy [老化中] · Demonstrates progress toward commercial autonomous freight operations · 技术路线/订单需求
Demonstrates progress toward commercial autonomous freight operations.
tags: 好观点 · → daily
<a id="atom-178d027535b740ca"></a>🟥 2026-06-17 X·@AIStockSavvy · Platooning technology could improve freight efficiency and transport capacity · 技术路线/订单需求
Platooning technology could improve freight efficiency and transport capacity.
tags: 好观点 · → daily
<a id="atom-dcf0f933c6ef19e3"></a>🟥 2026-06-17 X·@AIStockSavvy · Technology may help address ongoing truck driver shortages · 技术路线/订单需求
Technology may help address ongoing truck driver shortages.
tags: 好观点 · → daily

🟥 空头 takes (bearish) (3)

<a id="atom-d86d5bc0eeb4d7bf"></a>🟥 2026-06-12 X·@AIStockSavvy · JPMorgan目标价下调 · 评级目标价
JPMorgan upgrades Kratos Defense to Overweight, cuts PT to $82
tags: 好数字·好信源 · → daily
value: qty=$82 · date=2026-06-12
[图: JPMorgan对Kratos Defense (KTOS) 的评级更新、目标价调整及研究要点信息图 — 新目标价: $82.00; 目标价变动: -17.17%; 当前价格: $58.78; 预计上涨空间: +39.50%; 2027E预估销售额: $2.2b]
📷 原图
<a id="atom-021ac1948a840cad"></a>🟥 2026-05-08 X·@AIStockSavvy [老化中] · 目标价 · 评级目标价
Citizens cuts PT to $105 on KTOS
tags: 好数字 · → daily
value: qty=$105 · direction=cuts
📷 原图
<a id="atom-50b7f00ed1ae78a5"></a>🟥 2026-05-31 X·@stevehou · 股价表现 · 仓位情绪
RIP to $KTOS bulls
tags: 好观点 · → daily
value: date=2026-05-31 · direction=down
📷 原图

🟦 新闻流 (squawk · 29)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-1cdebfe8a27f6fba"></a>🟦 2026-07-02 X·@wallstengine · sole-source contract award · 合同订单
$36M sole-source contract for a new air defense missile system
tags: 好数字·好信源 · → daily
value: qty=$36M
📷 原图
<a id="atom-9d2612507293fd3a"></a>🟦 2026-07-02 X·@wallstengine · demand for air defense hardware from US and international customers · 订单需求
demand for its air defense hardware, products, and systems is increasing from both U.S. and international customers
tags: 好观点 · → daily
value: direction=increasing
📷 原图
<a id="atom-9073664dba66bcd0"></a>🟥 2026-06-30 X·@wallstengine · described as merchant arms supplier to entire U.S. defense complex · 竞争格局/订单需求
Kratos is the merchant arms supplier to the entire U.S. defense complex, having chosen to sell critical subsystems, engines, hypersonic vehicles, and ground software to virtually every prime and new-entrant player rather than compete as a would-be prime.
tags: 好观点·好思考 · → daily
<a id="atom-873951ad8b32f1a3"></a>🟥 2026-05-07 X·@wallstengine [老旧] · 评级目标价 · 评级目标价
BTIG Maintains $KTOS at Buy; PT $100
tags: 好观点·好信源 · → daily
value: qty=$100
<a id="atom-3b15233345169946"></a>🟦 2026-05-07 X·@wallstengine · 股价回调 · 价格动态
the stock’s ~22% pullback YTD
tags: 好数字 · → daily
value: qty=~22% · date=YTD
<a id="atom-604f7edcd0d980b6"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 营收 · 营收
Revenue: $371.0M (Est. $340M) 🟢; +22.6% YoY
tags: 好数字 · → daily
value: qty=$371.0M · date=Q1 2026
<a id="atom-e623cef85a67b01f"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 调整后 EPS · 盈利能力
Adj. EPS: $0.16 (Est. $0.13) 🟢
tags: 好数字 · → daily
value: qty=$0.16 · date=Q1 2026
<a id="atom-285766d0d9cd3054"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 调整后 EBITDA · 盈利能力
Adj. EBITDA: $38.7M (Est. $28.7M) 🟢
tags: 好数字 · → daily
value: qty=$38.7M · date=Q1 2026
<a id="atom-0797eaa63d5bb090"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 订单量 · 订单需求
Bookings: $605.2M; Book-to-Bill 1.6x
tags: 好数字 · → daily
value: qty=$605.2M · date=Q1 2026
<a id="atom-027d9d50d210e06b"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 积压订单 · 订单需求
Backlog: $2.010B
tags: 好数字 · → daily
value: qty=$2.010B · date=Q1 2026
<a id="atom-4dea07db4967312c"></a>🟦 2026-05-06 X·@wallstengine · FY2026 营收指引 · 业绩指引
Raised FY26 Guide: Revenue: $1.700B-$1.760B 🟢
tags: 好数字 · → daily
value: qty=$1.700B-$1.760B · date=FY2026
<a id="atom-0a271a9613b57ad6"></a>🟦 2026-05-06 X·@wallstengine · FY2026 调整后 EBITDA 指引 · 业绩指引
Adj. EBITDA: $170M-$176M 🟢
tags: 好数字 · → daily
value: qty=$170M-$176M · date=FY2026
<a id="atom-e64bb86a97010a10"></a>🟦 2026-05-06 X·@wallstengine · FY2026 研发支出指引 · 业绩指引
R&D: $50M-$53M
tags: 好数字 · → daily
value: qty=$50M-$53M · date=FY2026
<a id="atom-e4137080e17d61a9"></a>🟦 2026-05-06 X·@wallstengine · FY2026 经营利润指引 · 业绩指引
Operating Income: $18M-$23M
tags: 好数字 · → daily
value: qty=$18M-$23M · date=FY2026
<a id="atom-6fabf4162f85a271"></a>🟦 2026-05-06 X·@wallstengine · FY2026 经营现金流指引 · 业绩指引
Operating Cash Flow: $60M-$70M
tags: 好数字 · → daily
value: qty=$60M-$70M · date=FY2026
<a id="atom-04b6199f3f50e6c1"></a>🟦 2026-05-06 X·@wallstengine · FY2026 资本开支指引 · 业绩指引
CapEx: $155M-$165M
tags: 好数字 · → daily
value: qty=$155M-$165M · date=FY2026
<a id="atom-25504b58824993ac"></a>🟦 2026-05-06 X·@wallstengine · FY2026 自由现金流使用指引 · 业绩指引
Free Cash Flow Use: $85M-$105M
tags: 好数字 · → daily
value: qty=$85M-$105M · date=FY2026
<a id="atom-65e5043fe8b7eb79"></a>🟦 2026-05-06 X·@wallstengine · Q2 2026 营收指引 · 业绩指引
Q2 Guide: Revenue: $400M-$410M (Est. $409M) 🟡
tags: 好数字 · → daily
value: qty=$400M-$410M · date=Q2 2026
<a id="atom-dad335ede622b590"></a>🟦 2026-05-06 X·@wallstengine · Q2 2026 调整后 EBITDA 指引 · 业绩指引
Adj. EBITDA: $30M-$35M (Est. $39M) 🔴
tags: 好数字 · → daily
value: qty=$30M-$35M · date=Q2 2026
<a id="atom-1fc7cf3c4e600f45"></a>🟦 2026-05-06 X·@wallstengine · Q2 2026 研发支出指引 · 业绩指引
R&D: $12M-$14M
tags: 好数字 · → daily
value: qty=$12M-$14M · date=Q2 2026
<a id="atom-5621b977723cd848"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 无人系统部门营收 · 营收
Unmanned Systems Revenue: $82.6M; +30.9% organic YoY
tags: 好数字 · → daily
value: qty=$82.6M · date=Q1 2026
<a id="atom-40fc4de56c6766f1"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 政府解决方案部门营收 · 营收
Government Solutions Revenue: $288.4M; +11.8% organic YoY
tags: 好数字 · → daily
value: qty=$288.4M · date=Q1 2026
<a id="atom-27f13dc56b15c40e"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 经营利润 · 盈利能力
Operating Income: $4.7M
tags: 好数字 · → daily
value: qty=$4.7M · date=Q1 2026
<a id="atom-cf9dec21ddfee478"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 净利润 · 盈利能力
Net Income: $11.9M
tags: 好数字 · → daily
value: qty=$11.9M · date=Q1 2026
<a id="atom-726301cf32b02934"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 GAAP EPS · 盈利能力
GAAP EPS: $0.07
tags: 好数字 · → daily
value: qty=$0.07 · date=Q1 2026
<a id="atom-4cb01f10e02ccf08"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 资本开支 · 资本开支
CapEx: $19.9M
tags: 好数字 · → daily
value: qty=$19.9M · date=Q1 2026
<a id="atom-35866100f3909ec9"></a>🟦 2026-05-06 X·@wallstengine · Q1 2026 自由现金流使用 · 现金流
Free Cash Flow Used in Operations: $43.1M
tags: 好数字 · → daily
value: qty=$43.1M · date=Q1 2026
<a id="atom-8a18b6f5e21666bb"></a>🟦 2026-05-06 X·@wallstengine · LTM 订单量 · 订单需求
LTM Bookings: $1.715B; Book-to-Bill 1.2x
tags: 好数字 · → daily
value: qty=$1.715B · date=LTM
<a id="atom-1b20915aaf266c3f"></a>🟦 2026-05-06 X·@wallstengine · 投标与提案管道 · 订单需求
Bid & Proposal Pipeline: $14.3B
tags: 好数字 · → daily
value: qty=$14.3B · date=Q1 2026

⏱ 时间轴 (近 20)

🟦 2026-07-02 · fact · 合同金额 · → daily
🟦 2026-07-02 · fact · 合同类型 · → daily
🟥 2026-07-02 · narrative · CEO表述 · → daily
🟦 2026-07-02 · narrative · 资本开支 · → daily
🟦 2026-07-02 · fact · sole-source contract award · → daily
🟦 2026-07-02 · narrative · demand for air defense hardware from US and international cu · → daily
🟥 2026-06-30 · narrative · Wedbush initiated coverage · → daily
🟥 2026-06-30 · narrative · is a misunderstood picks-and-shovels franchise supplying cri · → daily
🟥 2026-06-30 · narrative · described as merchant arms supplier to entire U.S. defense c · → daily
🟥 2026-06-20 · narrative · 被列为3个最受关注的无人机股票之一 · → daily
🟦 2026-06-17 · fact · completed cross-country autonomous tractor-trailer platoonin · → daily
🟦 2026-06-17 · fact · mission transported NASCAR race equipment · → daily
🟦 2026-06-17 · fact · operation conducted with motorsports logistics provider Cham · → daily
🟦 2026-06-17 · fact · System uses human-driven lead truck and autonomous follower · → daily
🟦 2026-06-17 · fact · Follower vehicle supervised by safety rider · → daily
🟦 2026-06-17 · fact · Technology synchronizes steering, braking, and speed control · → daily
🟦 2026-06-17 · fact · Deployment expanded on 2025 Brickyard 400 autonomous truckin · → daily
🟦 2026-06-17 · fact · mission demonstrated multi-state long-haul autonomous logist · → daily
🟥 2026-06-17 · position · Demonstrates progress toward commercial autonomous freight o · → daily
🟥 2026-06-17 · forecast · Platooning technology could improve freight efficiency and t · → daily

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