Spire Global
Operates satellites for RF intelligence, weather, aviation data, and customer payload services.
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Profile
Collects space-based data through an owned nanosatellite and ground-station network, selling subscriptions, analytics, and project services to commercial and government customers. The portfolio now emphasizes space reconnaissance, weather and climate, aviation, and Space Services after the sale of most maritime operations.
Builds and operates its own nanosatellite constellation, ground stations, and software infrastructure to collect and process space-based data. Current solution lines include Space Reconnaissance, Weather and Climate, Aviation, Space Services, and retained maritime work for U.S. federal customers.
Revenue comes from subscription-based data, insights, predictive analytics, and related project services. Demand spans commercial and government customers across the Americas, EMEA, and Asia Pacific, with one reportable segment rather than product-line financial reporting.
Execution depends on satellite and launch operations, government procurement, customer concentration, and remediation of documented revenue-recognition and control issues. The post-maritime-sale business is more focused, but still carries transition work around retained federal maritime services and space-services contract accounting.
Company facts
Categories
Key statistics
Year to date +68.4% · Average volume (30d) 628.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Stifel Nicolaus | Target | $22 | $24 | ||
| May 14, 2026 | Canaccord Genuity | Reiterate | Buy | $22 | $22.50 | |
| May 14, 2026 | Industrial Alliance Securities | Target | $9 | $15 | ||
| May 14, 2026 | Stifel Nicolaus | Target | $19 | $22 | ||
| Apr 27, 2026 | Stifel Nicolaus | Target | $14 | $19 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | −$0.27 | −$0.31 | −17.0% | $18.1M | $18.0M | −0.5% | −5.43% |
| May 13, 2026Q1 FY26 | −$0.49 | −$0.37 | +24.0% | $15.1M | $15.8M | +5.0% | −0.82% |
| Mar 18, 2026Q4 FY25 | −$0.49 | −$0.39 | +20.4% | $15.5M | $15.8M | +2.2% | +13.59% |
| Dec 17, 2025Q3 FY25 | −$0.33 | −$0.33 | 0.0% | $21.5M | $21.1M | −1.7% | +3.99% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $23.9M | $19.2M | $12.7M | $15.8M | $15.8M | $18.0M | |
| Gross profit | $8.8M | $9.4M | $4.6M | $6.4M | $6.3M | $6.2M | |
| Operating income | −$25.4M | −$19.0M | −$21.1M | −$20.3M | −$17.2M | −$19.9M | |
| Net income | −$20.7M | $119.2M | −$19.7M | −$25.1M | −$25.8M | −$20.0M | |
| Diluted EPS | −$0.77 | $3.72 | −$0.61 | −$0.76 | −$0.78 | −$0.52 | |
| Gross margin | 36.8% | 48.9% | 36.6% | 40.6% | 39.8% | 34.1% | |
| Operating margin | -106.5% | -99.2% | -166.1% | -128.0% | -108.4% | -110.2% |
Fiscal years (4-quarter sums)FY21 $43.4M · FY22 $80.3M · FY23 $97.0M · FY24 $110.5M · FY25 $71.6M
Balance sheet, Jun 30, 2026Cash & short-term investments $91.7M · Total debt $6.8M · Total assets $226.7M · Shareholders' equity $144.3M
Dividends
No dividends on record.
Ownership
Shares outstanding 32.54M · Float 26.82M · 82.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| 325 Capital LLC | 2.97M | 9.12% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 2.58M | 7.94% | 13F | Aug 7, 2026 |
| State Street Corp | 1.58M | 4.86% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 1.49M | 4.57% | 13F | Aug 13, 2026 |
| Peter Platzer · director, officer: Executive Chairman | 1.47M | 4.53% | Form 4 | Aug 24, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Stephen Messer | director | −17,986 | $14.06 |
| Aug 20, 2026 | Peter Platzer | director, officer: Executive Chairman | −5,100 | $14.09 |
| Aug 20, 2026 | Perez Celia Pelez | officer: Chief Operating Officer | −4,484 | $14.09 |
| Aug 20, 2026 | Johann Gabriel Oehme | officer: Chief Technology Officer | −2,989 | $14.09 |
| Aug 20, 2026 | Theresa Condor | director, officer: Chief Executive Officer | −22,502 | $14.09 |
Peers
- Planet Labs
Daily Earth-imagery and geospatial analytics peer
- BlackSky Technology
Real-time imagery and geospatial intelligence peer
- Iridium Communications
Space-based aviation tracking and hosted-payload peer
- Satellogic
High-resolution Earth-observation and sovereign-space peer
- MDA Space
Geointelligence, SAR imaging, and satellite-systems peer
- Rocket Lab
Small-satellite mission and spacecraft-services peer
- L3Harris Technologies
Defense space payload, ISR, and mission-systems peer
- Redwire
Space infrastructure and payload-integration peer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Spire Global | $13.53 | +2.88% | $428.5M | — | — | 6.9 | — |
| Planet Labs | $20.04 | +0.30% | $6.65B | — | — | 19.8 | +42.1% |
| BlackSky Technology | $23.40 | −1.29% | $969.8M | — | — | 8.9 | +50.1% |
| Iridium Communications | $46.50 | −0.24% | $4.94B | 53.0 | 40.7 | 5.6 | +3.8% |
| Satellogic | $4.82 | −0.21% | $667.7M | — | — | 20.9 | +258.5% |
| MDA Space | $29.10 | +0.80% | $4.68B | 50.7 | 27.8 | 3.0 | — |
| Rocket Lab | $64.56 | +0.25% | $37.27B | — | — | 48.5 | +62.0% |
| L3Harris Technologies | $262.82 | +0.01% | $48.94B | 26.5 | 21.3 | 2.1 | +8.4% |
| Redwire | $10.87 | 0.00% | $2.60B | — | — | 6.1 | +89.6% |
| Median | 50.7 | 27.8 | 7.5 | +50.1% |