HAWK · NYSE · Aerospace & Defense

HawkEye 360

Provides space-based RF intelligence and analytics for defense, maritime, and security missions.

$19.57
After-hours close+0.19 (+1.00%)
At close$19.38(−5.32%)
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Profile

HawkEye 360, Inc.HAWKIndustrials

Designs, builds, and operates RF-detection satellites, then sells processed signals intelligence, analytics, and mission support to U.S. government agencies, allied governments, and selected commercial users. A vertically integrated collection-to-analysis model links satellite operations, algorithms, data delivery, and customer integration.

Designs, builds, and operates a formation-flying low-Earth-orbit satellite constellation that captures radio-frequency emissions, then turns them into classified and unclassified signals-intelligence data, analytics, algorithms, hardware, and mission support. Spectrum Monitoring, Maritime Intelligence, Air Defense Radar Monitoring, GNSS Interference Detection, and Communications Mapping serve U.S. defense, intelligence, diplomatic, and national-security agencies, allied governments, and selected commercial users.

Combines satellite collection with proprietary signal processing, an emitter library, AI-enabled analytics, secure cloud delivery, and customer APIs. Revenue is primarily government-contract based, including fixed-price work, subscriptions, tasked collections, engineering, training, and archived data. Operations depend on government procurement and appropriations, export and communications licenses, security clearances, satellite launches, and certain single-source suppliers.

Company facts

CEOJohn Serafini
ListedMay 7, 2026
ExchangeNYSE
HeadquartersHerndon, VA
CountryUnited States
Employees403
CIK0001750704
ISINUS4202011056

Key statistics

Market cap$1.90B
EPS (ttm)−$1.18
P/E (ttm)−16.40
ROE-6.2%
P/B5.30
P/S11.32
Dividend yield
Beta

Year to date −43.0% · Average volume (30d) 955.1K

Analysts

Price target, next 12 months$40.00+106.4%Median of 2 analysts · vs the Aug 28 close
ConsensusBuy2 of 2 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingTarget
Jul 27, 2026Craig-HallumInitiateBuy$25
Jun 22, 2026Cowen & Co.DowngradeHold
Jun 22, 2026KeyBancInitiateSector Weight
Jun 1, 2026Raymond JamesTarget$40
Jun 1, 2026JefferiesTarget$34

Earnings

EPS

Estimate−$0.02
ReportedDue Nov 12, 2026

Revenue

Estimate$57.1M
ReportedDue Nov 12, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 13, 2026Q2 FY26−$0.11−$0.07+34.9%$45.6M$49.8M+9.2%−6.52%
Jun 22, 2026Q1 FY26−$0.08−$0.45−462.5%$49.2M$49.2M−0.1%+3.77%
View details

Financial highlights

4 quartersQ3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$32.2M$35.8M$49.8M$49.8M
Gross profit$20.8M$22.7M$29.4M$35.0M
Operating income$2.3M−$4.4M−$5.6M−$11.5M
Net income$1.7M$972.0K−$9.0M−$15.3M
Diluted EPS$0.02$0.01−$1.14−$0.07
Gross margin64.6%63.3%59.0%70.2%
Operating margin7.2%-12.2%-11.3%-23.2%

Revenue by geography · Q1 FY26

United States$28.9M · 58%
Non-US$20.9M · 42%

Balance sheet, Jun 30, 2026Cash & short-term investments $503.4M · Total debt $16.7M · Total assets $904.2M · Shareholders' equity $794.8M

Dividends

No dividends on record.

Ownership

Institutions Insiders

Shares outstanding 97.96M · Float 76.95M · 78.6% free float

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

Peers

  • MDA Space

    Broad substitute in multi-sensor maritime geointelligence.

  • L3Harris Technologies

    Large defense incumbent in space ISR and spectrum dominance.

  • BlackSky Technology

    Direct alternative for real-time GEOINT monitoring subscriptions.

  • Planet Labs

    Substitute source for persistent satellite intelligence and analytics.

CompareAfter-hours close

CompanyPriceChange
HawkEye 360$19.57+1.00%$1.90B11.3
MDA Space$29.10+0.80%$4.68B50.727.83.0
L3Harris Technologies$262.82+0.01%$48.94B26.521.32.1+8.4%
BlackSky Technology$23.40−1.29%$969.8M8.9+50.1%
Planet Labs$20.04+0.30%$6.65B19.8+42.1%
Median38.624.65.9+42.1%