Compare Companies
| Field | 🇺🇸 BlackSky TechnologyNYSE: BKSY | 🇺🇸 Planet LabsNYSE: PL | 🇺🇸 RedwireNYSE: RDW | 🇺🇸 Iridium CommunicationsNASDAQ: IRDM |
|---|---|---|---|---|
| Type | public | public | public | public |
| Country | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States |
| Founded | 2014 | 2010 | 2020 | 2001 |
| CEO | Brian O'Toole | Will Marshall | Andrew Rush | Matt Desch |
| Mkt Cap / Valuation | ~$650M | ~$12.8B | ~$1.7B | ~$3.0B |
| Employees | ~290 | ~970 | ~1,410 | ~975 |
| Sector | Geospatial Intelligence | Earth Observation & Geospatial Analytics | Space Infrastructure & Manufacturing | Satellite Communications |
| Last raise / Last filing | 10-K filed | 10-K filed | 10-K filed | 10-K filed |
| Top risks | Government concentration: NRO and NGA together represent the largest single revenue concentration; FY2025 budget reductions cost ~$10M and similar political risk persists.; Constellation execution: Gen-3 deployment relies on rideshare launch availability; any launch failure or delay impairs imagery capacity. | GAAP profitability: Planet achieved adjusted EBITDA profitability in FY2026 but remains GAAP net-loss negative; achieving GAAP positive is the key institutional re-rating threshold.; Defense contract concentration: NRO/NGA contracts drive growing revenue but expose Planet to U.S. government budget cycles, classification decisions, and competitive rebidding. | Net losses continue: FY2024 net loss of $114.3M and negative Adjusted EBITDA reflect high debt service and development costs; Redwire must achieve EBITDA breakeven in 2026 to avoid financing risk.; High customer concentration — NASA, DoD, and a small number of commercial primes represent the bulk of revenue; loss of any major program could materially impair near-term results. | Starlink Direct and Apple/Globalstar D2D competition — could pressure consumer-adjacent revenue if Iridium does not secure smartphone-OEM partnerships.; DoD EMSS contract renewal pricing risk — government cost optimization could compress unit economics on the largest single customer contract. |
| Next catalyst | EOCL contract recompete / multi-year renewal decision by NRO (2026-Q2) | Second-generation 30 cm Pelican satellites launch and first imagery delivery (2026-Q4) | FY2026 revenue guidance of $450–500M execution (2026-Q4) | Closure of new DoD EMSS unlimited-use contract renewal (2026-H1) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.