Virgin Orbit Holdings, Inc.

Informe acción OTCPK:VORB.Q

Capitalización de mercado: US$1.2m

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Virgin Orbit Holdings Crecimiento futuro

Future controles de criterios 0/6

Actualmente no disponemos de suficiente cobertura de analistas para prever el crecimiento y los ingresos de Virgin Orbit Holdings.

Información clave

n/a

Tasa de crecimiento de los beneficios

n/a

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Aerospace & Defense19.1%
Tasa de crecimiento de los ingresosn/a
Rentabilidad financiera futuran/a
Cobertura de analistas

None

Última actualizaciónn/a

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • Oct 20

Virgin Orbit: Space Is The Ceiling For The TAM

Summary Virgin Orbit Holdings, Inc. operates in a nascent industry that has a very large TAM. Virgin Orbit Holdings' proprietary launch technology sets it apart from peers. Virgin Orbit Holdings' strong ties with government and the Virgin brand lend strong creditability. Overview I believe Virgin Orbit Holdings, Inc. (VORB) is grossly undervalued. My thoughts are that there are strong tailwinds to support VORB’s expected growth over the coming decade. It is true that there are risks associated with VORB today given they are not generating meaningful revenue or profits, but their strong execution history gives comfort that they will be able to meet guidance. Business description VORB is a vertically integrated company engaged in providing small satellite launch capabilities. VORB has three key offerings: Commercial & Civil: catering to both the U.S. and international markets, offers dedicated and rideshare launch services. This includes the civil spaceport concept, where a foreign nation can buy or lease VORB mobile launch system ground equipment as well as the company’s aircraft, allowing the convenience of in-county launch capability. This way, any country can become spacefaring using its existing airport facilities. National Security & Defense: For U.S. and allied government customers, national security launch and mission services are offered. This includes agencies under the defense department, the intelligence community, the space force, and the Air force. Also in the pipeline is the government squadron service, where the entire air-launch system is sold to the government to be operated directly, allowing enhanced responsiveness and flexibility. VORB also offers missile defense target applications and hypersonic research and development activities due to the availability of distinct features of the LauncherOne hypersonic system. Space solutions: end-to-end value-added services for the "internet of things" and " earth observation" applications through the integration of satellite constellations owned by the company and agreements with satellite operators. Under the satellite-as-a-service model, VORB plans to use its own satellites to serve government and business clients in the US and around the world by 2023. Investments thesis Space is the ceiling for the TAM By 2030, the total addressable market [TAM] of VORB is expected to be worth USD75 billion! The space industry is vast and growing rapidly due to many factors. Because of recent technological advances, the costs of satellite manufacturing and launch have been reduced, allowing space solutions to reach multiple end-markets such as communications, maritime, logistics, and national security and defense. The advancement of space technology in the areas of satellite bandwidth and throughput, allowing for higher rates of data transfer and the miniaturizing of satellite components during the last decade, has been driven mainly by the private sector. Euroconsult Research shows that 2020 marked a milestone in the journey of commercial satellite launches, with small satellites comprising 95% of the market. VORB management estimates (as per their S-1 filing) that the small satellite industry will become a USD 29 billion business by 2029. The U.S. and its allies need to keep and improve their space capabilities because they depend more and more on space technology for national security and defense (communications, navigation, precise location information, and global monitoring are key areas of focus). Euroconsult’s Government Space Programs 2020 report predicts world governments to spend approximately USD 80 billion by 2024, investing heavily in research and development on military technologies as well as maintaining existing systems. National Defense Magazine also says that the hypersonic segment is also the part of the DoD budget that is growing the fastest, with a compound annual growth rate of 21% from 2021 to 2025. This shows how much more the sector is focusing on technological innovation. Proprietary launch technology The company appears to have shattered the paradigm of ground-based launch, which has remained virtually unaltered for 60 years, by launching rockets from a modified Boeing 747-400 airplane flying at approximately Mach 1 speeds. VORB estimates that this technology provides a platform that is 30% more effective than ground-based technologies because it is more adaptable and responsive. Among tiny rocket launchers, the company offers the lowest launch cost per kilogram. These rockets can reach any desired orbit thanks to the system's mobility, which enables it to launch from any government-licensed horizontal spaceport that can accommodate a Boeing 747-400 aircraft. The secretiveness, responsiveness, and durability of the VORB system also make it stand out and make it a better deal for their military industry clients. The fact that ESG investors favor VORB's technology is another advantage. Normally, it was necessary to locate launch facilities far from locations with a dense population of people. The majority of conventional ground launch stations were chosen on wildlife reserves. Because of the smoke and soot that are emitted, as well as the loudness of the actual blast that occurs at ground level upon rocket ignition, ground-based launch systems are often a considerable contributor to air, ground, and noise pollution. All of these elements have a substantial negative influence on the pristine natural settings that our rivals employ for launch operations. On the other hand, VORB air-launch technology gives ground-based systems a benefit by having less of an influence on the surrounding environment. Their air-launch technology only makes noise and harms the environment at a height of about 35,000 feet. This makes a big difference in the amount of noise and carbon emissions in the area and how they affect local species. Vertically integrated model improves scalability VORB can construct rocket tanks in days as opposed to months thanks to their automated composite manufacturing method. Additionally, because of their partnership with DMG MORI (GDMOF), VORB benefits from their sophisticated manufacturing technology, which has contributed to a cycle time reduction of more than ten times. Over 90% of every rocket is made within their highly integrated processes. The VORB plant is now producing four rockets, with a yearly manufacturing capacity of about 20 rockets. The factory is scalable, so expanding production capacity can be done by adding new work cell. 2Q22 earnings Strong ties with the government lend creditability to expand internationally With contracts from the Space Force, Air Force, and other organizations, as well as being chosen for the "Orbital Services Program-4" IDIQ and taking part in the "Advanced Battle Management System" exercise with USSPACECOM in September 2020, VORB has a proven record of accomplishment with government and national security contracts. VORB's management intends to continue to broaden VORB's participation abroad by utilizing the U.S. Government's enormous reach and alignment with allies. Regarding performance abroad, VORB has already launched satellites for a variety of international customers. They have additional launches scheduled for a variety of other international customers. VORB has stated ambitions to launch from foreign civil spaceports, including the United Kingdom, Japan, and Brazil, illustrates their unique capacity to also serve worldwide clients from their territory. 2Q22 earnings The Virgin brand The Virgin brand has a track record of innovation, dependability, and providing excellent customer experiences, in addition to a track record of safe flights. The reach of Virgin has been crucial in creating important client ties in the civic, commercial, national security, and defense sectors. The family of companies under Virgin Group has also provided significant potential anchor partners for VORB’s targeted applications in the space solutions business. For instance, they might be able to connect ship management for Virgin Voyages and aircraft management for Virgin Atlantic Forecast My model's primary goal is to demonstrate the significant upside if VORB can hit management's long-term guidance. First of all, the model is extremely sensitive to growth rates and margins as this is an 18-year DCF model. There are 2 stages to my model. The first stage (FY23 to FY30) is based on management guidance, and the second stage is a declining growth model (to 2% in FY40) to indicate VORB maturing. A key part of my model is a very high discount rate of 15%, as the VORB business model is still in its nascent stage, and as an investor, I would need a higher rate of return to justify investing in it
Seeking Alpha • Sep 20

Wagner join hands with Virgin Orbit to bring national air-launch capability to Australia

Wagner Corporation and Virgin Orbit (NASDAQ:VORB) have signed an agreement to assess a potential LauncherOne demonstration mission from the Toowoomba Wellcamp Airport. The move will allow the companies to begin the process of implementing a national launch capability from Australia, with the goal of providing satellite launch services from the Toowoomba Wellcamp Airport using Virgin Orbit’s LauncherOne System. Both parties are exploring the potential to certify Toowoomba Wellcamp Airport as a national spaceport to perform an orbital launch demonstration as early as 2024. The collaboration will focus its initial efforts on tailoring LauncherOne operations from Toowoomba Wellcamp Airport to comply with Australian launch licensing regulatory requirements and spaceport-specific operations. Further, both companies aim to develop a roadmap for how LauncherOne’s Mobile Ground Support Equipment and other infrastructure could be built and staged at Toowoomba Wellcamp Airport.
Seeking Alpha • Aug 12

Virgin Orbit GAAP EPS of -$0.10, revenue of $5K

Virgin Orbit press release (NASDAQ:VORB): Q2 GAAP EPS of -$0.10. Revenue of $5K, compared to $1.69M in second quarter 2021. Cash and cash equivalents of $122.1 million as of June 30, 2022. Adjusted EBITDA of ($34.4 million), compared to ($39.7 million) in the same prior year period.
Artículo de análisis • Apr 07

Companies Like Virgin Orbit Holdings (NASDAQ:VORB) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha • Apr 01

Virgin Orbit: A Play On Rapid Growth

Virgin Orbit is not faring well fundamentally, but it's important to view the company as a growth story, not a value play. The company continues to perform operationally with its launches and it ended 2021 with a significant increase in backlog year-over-year. For investors who believe in industry forecasts, this could well be an attractive play, but investors who are value-oriented should tread cautiously.
Seeking Alpha • Jan 27

Virgin Orbit Stock: What To Consider About This Recent IPO

Virgin Orbit is now publicly traded, building on the success of its first commercial orbital launches in 2021. The company is targeting a significant opportunity in the growing demand for deployments of low Earth orbit satellites. While the stock has been volatile amid the broader market selloff, a compelling business model supports a positive long-term outlook.

En esta sección solemos presentar previsiones de crecimiento de ingresos y beneficios basadas en las estimaciones por consenso de analistas profesionales para ayudar a los inversores a comprender la capacidad de la empresa para generar beneficios. Pero como Virgin Orbit Holdings no ha proporcionado suficientes datos anteriores y no dispone de previsiones de analistas, sus beneficios futuros no pueden calcularse de forma fiable extrapolando datos anteriores o utilizando las previsiones de los analistas.

Es una situación poco común, ya que el 97% de las empresas disponibles en SimplyWall St sí disponen de datos financieros anteriores.

Previsiones de crecimiento de beneficios e ingresos

OTCPK:VORB.Q - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202233-191-240-219N/A
9/30/202233-181-226-200N/A
6/30/20222-176-213-189N/A
3/31/20224-188-201-176N/A
12/31/20217-157-179-154N/A
9/30/20218-102-162-142N/A
6/30/202110-107-163-144N/A
3/31/20219-108-160-144N/A
12/31/20204-122-156-143N/A
12/31/20190-191-200-184N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Datos insuficientes para determinar si el crecimiento previsto de los beneficios de VORB.Q es superior a la tasa de ahorro (2.1%).

Beneficios vs. Mercado: Datos insuficientes para determinar si se prevé que los beneficios de VORB.Q crezcan más rápidamente que el mercado US

Beneficios de alto crecimiento: Datos insuficientes para determinar si se espera que los beneficios de VORB.Q crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: No hay datos suficientes para determinar si se prevé que los ingresos de VORB.Q crezcan más rápidamente que el mercado de US.

Ingresos de alto crecimiento: No hay datos suficientes para determinar si se prevé que los ingresos de VORB.Q crezcan a un ritmo superior a 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de VORB.Q se prevé que sea elevada dentro de 3 años.

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2023/08/04 03:12
Precio de las acciones al final del día2023/08/02 00:00
Beneficios2022/12/31
Ingresos anuales2022/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Virgin Orbit Holdings, Inc. está cubierta por 2 analistas. de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Joshua SullivanBenchmark Company
Austin MoellerCanaccord Genuity