Big Sky Industrial
Develops an integrated Montana hub for helium, carbon management, and oil recovery.
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Profile
Develops a Montana gas-processing hub to sell helium, pursue carbon sequestration and storage services, and support enhanced oil recovery, while current revenue comes from domestic oil and natural-gas production.
Operates domestic oil and natural-gas properties while developing the Big Sky Carbon Hub and adjacent Cut Bank field in northwest Montana. The hub is designed to separate helium and CO₂ from a shared gas stream; helium is intended for wholesale sale, while the CO₂ is intended for permanent sequestration, storage services and enhanced oil recovery.
Executes an integrated model in which production wells, gathering infrastructure and processing equipment support several revenue lines. Existing oil and gas are sold to refiners and independent marketers at benchmark-linked prices. Helium and carbon-management operations remain pre-revenue and depend on plant completion, commissioning and regulatory approval for sequestration credits. Initial helium sales are tied to a single contracted industrial-gas counterparty.
Company facts
Key statistics
Year to date +57.0% · Average volume (30d) 1.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Aug 17, 2026 | Johnson Rice | Upgrade | Accumulate | Buy | $2 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026Q2 FY26 | −$0.04 | −$0.04 | −14.3% | $2.0M | $2.1M | +4.6% | +18.18% |
| May 7, 2026Q1 FY26 | −$0.04 | −$0.08 | −100.0% | $1.6M | $1.6M | −1.7% | — |
| Mar 13, 2026Q4 FY25 | −$0.04 | −$0.06 | −50.0% | $1.6M | $1.4M | −14.3% | — |
| Nov 12, 2025Q3 FY25 | −$0.06 | −$0.10 | −81.8% | $2.1M | $1.7M | −16.9% | — |
Financial highlights
| 5 quarters | — | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | — | $2.0M | $1.7M | $1.4M | $1.6M | $2.1M | |
| Gross profit | — | −$809.0K | −$259.0K | −$311.0K | $5.0K | $974.0K | |
| Operating income | — | −$3.1M | −$2.5M | −$1.7M | −$3.1M | −$2.4M | |
| Net income | — | −$6.1M | −$3.3M | −$1.9M | −$3.2M | −$2.3M | |
| Diluted EPS | — | −$0.19 | −$0.10 | −$0.05 | −$0.08 | −$0.04 | |
| Gross margin | — | -39.9% | -14.9% | -22.3% | 0.3% | 45.6% | |
| Operating margin | — | -150.6% | -143.8% | -120.7% | -196.0% | -111.8% |
Balance sheet, Jun 30, 2026Cash & short-term investments $6.1M · Total debt $4.8M · Total assets $55.9M · Shareholders' equity $37.0M
Dividends
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 18, 2023 | May 19 | May 30 | $0.023 | |
| Feb 9, 2023 | Feb 10 | Feb 23 | $0.023 | |
| Nov 7, 2022 | Nov 8 | Nov 22 | $0.023 | |
| Aug 5, 2022 | Aug 8 | Aug 22 | $0.023 | |
| Apr 13, 2022 | Apr 15 | May 2 | $0.023 |
Ownership
Shares outstanding 52.32M · Float 35.18M
This issuer lists more than one class and the share count spans them all, so a stake here reads as a share of the whole company, not of this class.
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- ExxonMobil
Rocky Mountain helium, carbon capture, and upstream energy incumbent.
- Air Products
Helium-from-CO₂ processing and industrial-gas distribution rival.
- Linde
Global helium and CO₂ supply, processing, and distribution rival.
- Occidental Petroleum
CO₂-EOR, carbon storage, and U.S. upstream oil rival.
- AZZ
U.S. upstream helium producer in the Rocky Mountain supply basin.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Big Sky Industrial | $1.45 | −0.64% | $76.4M | — | — | 11.1 | +5.2% |
| ExxonMobil | $156.80 | +0.08% | $649.44B | 20.2 | 13.2 | 1.8 | +46.0% |
| Air Products | $308.09 | +0.03% | $68.61B | — | 21.6 | 5.4 | +4.6% |
| Linde | $489.36 | −0.03% | $226.45B | 31.6 | 26.2 | 6.4 | +9.4% |
| Occidental Petroleum | $59.23 | +0.23% | $58.78B | 9.1 | 13.2 | 2.3 | +27.7% |
| AZZ | $138.00 | −0.20% | $4.16B | 21.1 | 19.2 | 2.5 | +6.3% |
| Median | 20.6 | 19.2 | 2.5 | +9.4% |