AeroVironment's filing states its motors and batteries rely on rare-earth metals "of which a significant majority are sourced from China," notes a March 2025 Chinese export-control listing, and separately discloses secure-microelectronics dependence — the visible prime consumes both bottlenecks it doesn't own. Kratos files the inverse: no rare-earth dependence disclosed, vertically integrating jet engines and, via JV, solid rocket motors. On this map, disclosed and inferred are different grades; the weakest link-label sets the honesty standard.