BlackSky Technology

BKSY

Market cap $673M

BlackSky Technology reported a disappointing 3Q25 with revenue down 13.1% YoY and a GAAP EPS loss of -$0.44, missing estimates. Despite weak results, BKSY's $322.7 million backlog is growing, with 91% from international contracts, and Gen-3 satellite demand is accelerating. Management maintains 2025 guidance, expecting Gen-3 launches to drive revenue and contract wins, especially as global conflicts boost surveillance demand.

HERNDON, Va.--(BUSINESS WIRE)---- $BKSY #artificialintelligence--BlackSky CEO named 2025 GovCon Awards ‘Executive of the Year' for contributions to company, community and government contracting industry.

Dallas, Texas--(Newsfile Corp. - November 7, 2025) - BlackSky Technology, Inc. (NYSE: BKSY): Stonegate Capital Partners updates their coverage on BlackSky Technology, Inc. (NYSE: BKSY). BKSY reported revenue, adj EBITDA, and EPS of $19.6M, ($4.5)M, and ($0.44), respectively.

BlackSky Technology Inc. ( BKSY ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Aly Bonilla - Vice President of Investor Relations Brian O'Toole - CEO, President & Director Henry Dubois - Chief Financial Officer Conference Call Participants Edison Yu Daniel Hibshman Timothy Horan - Oppenheimer & Co. Inc., Research Division Austin Moeller - Canaccord Genuity Corp., Research Division Gregory Burns - Sidoti & Company, LLC David Storms - Stonegate Capital Partners, Inc., Research Division Caleb Henry - Quilty Space Inc., Research Division Presentation Aly Bonilla Vice President of Investor Relations Good morning, and thank you for joining us. Today, I'm joined by our Chief Executive Officer, Brian O'Toole; and our Chief Financial Officer, Henry Dubois.

Space stocks are in focus after President Donald Trump nominated a new head of NASA and earnings season gets underway for commercial space companies.

BlackSky missed badly on sales and earnings this morning. Analysts don't see the spy satellite operator earning profits before 2027 at the earliest.

BlackSky Technology Inc. (BKSY) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.37. This compares to a loss of $0.66 per share a year ago.

HERNDON, Va.--(BUSINESS WIRE)---- $BKSY #earnings--BlackSky Technology Inc. (“BlackSky” or the “Company”) (NYSE: BKSY) announced results for the third quarter ended September 30, 2025. “Strong international demand for our space-based intelligence solutions drove over $60 million in new contract awards,” said Brian E. O'Toole, BlackSky CEO. “Significant international opportunities for commercial imagery, analytics, and sovereign solutions are outpacing the near-term U.S. government business. Sovereign nations aroun.

BKSY's third-quarter 2025 results are expected to reflect strong y/y revenue growth, driven by its Gen-3 satellites, AI platform and expanding customer demand.

BlackSky announced a $30 million defense contract today. BlackSky didn't say who the customer is, or how long the contract will last.