HawkEye 360 NYSE: HAWK reported second-quarter 2026 revenue of $49.8 million, up 87% from a year earlier, as demand from U.S. government and international customers continued and the company benefited from its acquisition of Innovative Signal Analysis, or ISA.
HawkEye 360, Inc. (HAWK) Q2 2026 Earnings Call Transcript
HawkEye 360 is initiated at Buy, with a $21.3 FY 2026 price target, implying 13% upside after a significant post-IPO pullback. HAWK's Q1 revenue surged 116.5% YoY to $49.8M, driven by strong international adoption and a $285M backlog supporting future growth visibility. Profitability remains mixed due to capital intensity, but adjusted EBITDA nearly doubled YoY; liquidity is robust with $110.7M in cash and equivalents.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IH Isaac Haas Hbk Investments LP | 50,000 | $1.08M | $1.14M | $54,000 | 4.98% |
George Soros Soros Fund Management LLC | 116,280 | $2.52M | $1.92M | -$608,144.4 | -24.1% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 167 | $3,623.9 | $3,804.26 | $180.36 | 4.98% |
Point72 Asset Management LP Point72 Asset Management LP | 2.29M | $49.66M | $52.14M | $2.47M | 4.98% |
| MPM Mark P. Mennitt CenterBook Partners LP | 15,317 | $332,378.9 | $250,892.46 | -$81,486.44 | -24.52% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheila Kahyaoglu Jefferies | 726.38 | $16,227.02 | $11,949.02 | -$4,278 | -26.36% |
| Aerospace & Defense Industry | Industrials Sector | John Sheldon Serafini CEO | NYSE Exchange | 420201105 CUSIP |
| US Country | 395 Employees | - Last Dividend | 18 Apr 2023 Last Split | - IPO Date |
HawkEye 360, Inc. is a pioneering radio frequency data analytics provider that leverages a commercial satellite constellation to identify, process, and analyze radio frequency signals. Established in 2015 and headquartered in Herndon, Virginia, the company delivers analytical products tailored for various sectors. HawkEye 360 focuses on solutions in maritime domain awareness, spectrum mapping and monitoring, and geospatial information services, uncovering activities across land, sea, and air. The company caters to a diverse clientele, including commercial entities, government agencies, and international clients, with particular emphasis on defense, intelligence, and maritime industries.
This solution provides insights into maritime activities, enabling organizations to monitor vessel movements, ensure compliance with regulations, and detect illegal activities at sea. It is particularly useful for first responders and law enforcement agencies.
HawkEye 360 offers tools for mapping signals of interest, conducting global spectrum usage surveys, and monitoring radio frequency spectrums. This service supports telecommunications organizations and helps manage spectrum utilization effectively.
The company delivers geospatial data that enhances situational awareness for various industries. These services allow clients to visualize data and identify patterns relevant to their operations.
These specialized tools help users map and analyze specific signals of interest, aiding in operations that require precise identification and monitoring of radio frequency activities.
This service provides a comprehensive overview of spectrum utilization across various regions, assisting clients in understanding competition and optimizing their spectrum management strategies.