BKSY · BlackSky Technology Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. BlackSky reported Q2 2026 total revenue up 50% YoY to $33.3M driven by record Gen-3 space-based intelligence services, with international revenue up 200% YoY and Adjusted EBITDA of $4.7M. The company reaffirmed its full-year 2026 outlook and raised $150M via ATM to bolster liquidity to $244M.
- + Total revenue grew 50% YoY to $33.3M driven by record Gen-3 space-based intelligence & AI services revenue of $25M
- + International revenue grew 200% YoY from a diversified customer base, with pilots converting to seven-figure contracts
- + Adjusted EBITDA improved to $4.7M (14.2% margin) from a loss in the prior year quarter, driven by high-margin space-based intelligence growth
- + Awarded an eight-figure NRO AROS contract, expanding backlog and pipeline momentum
- + Liquidity strengthened to $244M in cash/equivalents after raising $150M via ATM at the quarter
- − Net loss of $20.8M persists, though narrower YoY due primarily to non-cash derivative swings
- − FY27 NRO-related funding visibility remains uncertain, creating a forward revenue risk
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $4.7M | the second quarter of 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net loss -20.83M
-1.35M Interest income
+3.87M Interest expense
+0K Income tax expense
+8M Depreciation and amortization
+10.52M Loss on derivatives
+4.31M Stock-based compensation expense
+180K Severance
+32K Litigation, settlements, and related costs
+17K Non-recurring transaction costs
+0K Impairment and asset disposals
= Adjusted EBITDA 4.74M
|
|||
| Cash operating expenses non-GAAP | $20M | the second quarter of 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating expenses 32.07M
-8M Depreciation and amortization
-4.07M Stock-based compensation for selling, general and administrative costs
= Cash operating expenses 20M
|
|||
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Business Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BKSY
this stock
BlackSky Technology Inc.
|
$895.84M | +12.8% | +4.4% | — | 17.0% |
|
CTAS
Cintas Corp
|
$78.56B | +4.0% | +6.4% | 40.0 | 2.8% |
|
RELX
Relx PLC
|
$58.28B | -17.1% | — | — | 0.4% |
|
TRI
Thomson Reuters Corp /Can/
|
$42.89B | -24.7% | — | — | 2.9% |
|
CPRT
Copart Inc
|
$25.27B | -30.3% | +24.7% | 17.6 | 3.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BKSY | -8.7% | -2.8% | -38.1% | -0.8% | +12.8% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -8.3% | -2.7% | -50.5% | -0.9% | +0.8% |