View ValuationHawkEye 360 将来の成長Future 基準チェック /56HawkEye 360利益と収益がそれぞれ年間56.5%と22.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に2.3% 75.2%なると予測されています。主要情報56.5%収益成長率75.19%EPS成長率Aerospace & Defense 収益成長18.4%収益成長率22.2%将来の株主資本利益率2.32%アナリストカバレッジGood最終更新日23 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Jun 28First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$1.14 loss per share. Net loss: US$9.54m (flat on 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Aerospace & Defense industry in the US.ライブニュース • Jun 23HawkEye 360 Delivers Record Revenue After IPO and International Contract WinsHawkEye 360 reported first-quarter 2026 results with record revenue and multiple international contract wins, alongside the completion of its IPO and the launch of new satellites that expand its signals intelligence platform for global defense and government users. The IPO raised substantial funds earmarked to support future growth initiatives, while the freshly deployed satellites add capacity to the company’s data collection and analysis offering. HawkEye 360 shares last traded at $22.28, with the stock down 34.5% year to date, so the recent operational milestones are arriving against a backdrop of weak share price performance. Taken together, the stronger commercial traction, larger capital base and expanded satellite network indicate that HawkEye 360 is scaling, while the share price slide highlights execution risk and the need to convert these contracts and capabilities into durable cash flows.お知らせ • Jun 20HawkEye 360 Achieves Full Operational Capacity For Cluster 14HawkEye 360, Inc. announced that its Cluster 14 satellites have reached Full Operational Capacity (FOC), adding new collection capability to the Company's growing space-based signals intelligence constellation. Following the successful launch aboard SpaceX's Falcon 9 Transporter-16 mission and completion of on-orbit commissioning activities, Cluster 14 is now delivering operational data and supporting customer missions across defense, maritime, and national security applications. Operating in sun-synchronous orbit, Cluster 14 complements HawkEye 360's existing constellation architecture, expanding collection capacity and strengthening global coverage. The satellites incorporate continued improvements to onboard processing and system performance, further enhancing the efficiency and speed of HawkEye 360's sensing and analytics platform. Cluster 14 achieved the shortest commissioning period in the Company's history, demonstrating the increasing maturity of HawkEye 360's satellite operations. With Cluster 14 now fully operational, HawkEye 360 continues to expand its ability to detect, geolocate, and characterize radio-frequency emissions worldwide, delivering trusted domain awareness and mission-critical signals intelligence to government and allied customers.お知らせ • Jun 19HawkEye 360 Inc. Announces Appointment of Cory Peichel as Senior Vice President Of HawkEye–ISAHawkEye 360 Inc. announced leadership changes within Innovative Signal Analysis (ISA), now part of HawkEye 360, appointing Cory Peichel as Senior Vice President of HawkEye–ISA. Cory will serve as the executive leader, responsible for end-to-end business performance. Reporting directly to the Chief Operating Officer of HawkEye 360, he guided mission delivery excellence and served as the senior customer-facing executive for HawkEye–ISA. He also led the business sectors and functional disciplines responsible for delivering solutions and capabilities to address customer requirements and ensure disciplined execution across all portfolios.Seeking Alpha • Jun 19HawkEye 360: Strong Space-Based Intelligence Platform, But Valuation Keeps Me At HoldSummary HawkEye 360 earns a hold rating due to strong fundamentals but an expensive 11x forward revenue valuation. HAWK's scale, proprietary RF signal archive, and rapid revenue growth differentiate it in space-based intelligence, but customer concentration and government exposure heighten risk. A backlog of $302.7 million is sizable, yet its conversion to revenue is uncertain given government procurement complexities and high customer concentration. I require either a more attractive valuation or clearer evidence of consistent backlog conversion and margin expansion before considering a more bullish stance. Read the full article on Seeking Alphaライブニュース • Jun 10HawkEye 360 Wins Over US$100 Million in Defense and Intelligence Contracts After IPOHawkEye 360 reported securing over US$100 million in new international contracts and options so far this year, focused on defense, intelligence, and national security customers across allied and partner countries. The new awards center on services such as space-based signals intelligence, domain awareness, electronic warfare support, and analytics for operational decision-making. Analysts at Goldman Sachs recently highlighted HawkEye 360 as one of two newly public stocks they see as attractive after post-IPO weakness, citing its RF data capabilities and analyst Strong Buy consensus rating. Taken together, the contract wins point to solid demand from government and defense clients for HawkEye 360’s radio-frequency intelligence services, while the analyst attention underscores how closely the market is watching the company’s execution as a newly listed stock. You should weigh the heavy exposure to defense and intelligence budgets, and the inherent contract concentration and geopolitical risk that can come with that focus.お知らせ • Jun 04Hawkeye 360 Announces Appointment of Alex Johnson as Senior Vice President, Engineering & System OperationsHawkEye 360, Inc. announced that Alex Johnson was named Senior Vice President, Engineering & System Operations. Johnson led HawkEye 360's integrated engineering organization, encompassing spacecraft development, RF analytics, ground systems, mission operations, and enterprise systems engineering. Johnson joined HawkEye 360 with extensive experience leading advanced engineering organizations and delivering C4ISR, SIGINT, and multi-sensor fusion capabilities. His background spanned software-defined radio, airborne and space-based imaging systems, advanced algorithms, resilient communications architectures, and model-based systems engineering. He previously served as Director of Engineering within the Targeting and Sensor Systems sector at L3Harris Technologies and brought a strong record of technical innovation, cross-domain systems expertise, and program leadership.ライブニュース • Jun 03HawkEye 360 Draws Bullish Analyst Ratings as Mixed Valuation Views EmergeGoldman Sachs has initiated coverage of HawkEye 360 with a Buy rating and a $42 price target, citing confidence in its role within space-enabled defense technology. HawkEye 360’s IPO has drawn mixed views, with several banks citing growth potential in space-based signals intelligence, while Bank of America flags concerns that much of the upside could already be reflected in the valuation. Multiple firms, including Morgan Stanley and William Blair, highlight the company’s differentiated RF analytics platform and recurring demand from defense and intelligence customers, with some pointing to the potential for margin expansion by 2029. The common thread across the recent research is that HawkEye 360 is viewed as a specialized player in space-based RF intelligence with a platform that large institutions see as scalable and valuable to defense and national security clients. At the same time, the split in opinion on valuation means you need to weigh the growth case against the risk that expectations and pricing may already be demanding.お知らせ • May 07HawkEye 360, Inc. has completed an IPO in the amount of $416 million.HawkEye 360, Inc. has completed an IPO in the amount of $416 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 16,000,000 Price\Range: $26 Transaction Features: Reserved Share Offering; Sponsor Backed Offering業績と収益の成長予測NYSE:HAWK - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028329363664712/31/2027268121144912/31/2026213-16-32673/31/2026144-7-25-13N/A12/31/20251180-28-17N/A12/31/202468-31-2412N/Aアナリストによる今後の成長予測収入対貯蓄率: HAWKは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: HAWK今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: HAWK今後 3 年以内に収益を上げることが予想されます。収益対市場: HAWKの収益 ( 22.2% ) US市場 ( 12.7% ) よりも速いペースで成長すると予測されています。高い収益成長: HAWKの収益 ( 22.2% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HAWKの 自己資本利益率 は、3年後には低くなると予測されています ( 2.3 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 11:00終値2026/07/02 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋HawkEye 360, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Peter ArmentBairdRonald EpsteinBofA Global ResearchNoah PoponakGoldman Sachs6 その他のアナリストを表示
Reported Earnings • Jun 28First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$1.14 loss per share. Net loss: US$9.54m (flat on 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Aerospace & Defense industry in the US.
ライブニュース • Jun 23HawkEye 360 Delivers Record Revenue After IPO and International Contract WinsHawkEye 360 reported first-quarter 2026 results with record revenue and multiple international contract wins, alongside the completion of its IPO and the launch of new satellites that expand its signals intelligence platform for global defense and government users. The IPO raised substantial funds earmarked to support future growth initiatives, while the freshly deployed satellites add capacity to the company’s data collection and analysis offering. HawkEye 360 shares last traded at $22.28, with the stock down 34.5% year to date, so the recent operational milestones are arriving against a backdrop of weak share price performance. Taken together, the stronger commercial traction, larger capital base and expanded satellite network indicate that HawkEye 360 is scaling, while the share price slide highlights execution risk and the need to convert these contracts and capabilities into durable cash flows.
お知らせ • Jun 20HawkEye 360 Achieves Full Operational Capacity For Cluster 14HawkEye 360, Inc. announced that its Cluster 14 satellites have reached Full Operational Capacity (FOC), adding new collection capability to the Company's growing space-based signals intelligence constellation. Following the successful launch aboard SpaceX's Falcon 9 Transporter-16 mission and completion of on-orbit commissioning activities, Cluster 14 is now delivering operational data and supporting customer missions across defense, maritime, and national security applications. Operating in sun-synchronous orbit, Cluster 14 complements HawkEye 360's existing constellation architecture, expanding collection capacity and strengthening global coverage. The satellites incorporate continued improvements to onboard processing and system performance, further enhancing the efficiency and speed of HawkEye 360's sensing and analytics platform. Cluster 14 achieved the shortest commissioning period in the Company's history, demonstrating the increasing maturity of HawkEye 360's satellite operations. With Cluster 14 now fully operational, HawkEye 360 continues to expand its ability to detect, geolocate, and characterize radio-frequency emissions worldwide, delivering trusted domain awareness and mission-critical signals intelligence to government and allied customers.
お知らせ • Jun 19HawkEye 360 Inc. Announces Appointment of Cory Peichel as Senior Vice President Of HawkEye–ISAHawkEye 360 Inc. announced leadership changes within Innovative Signal Analysis (ISA), now part of HawkEye 360, appointing Cory Peichel as Senior Vice President of HawkEye–ISA. Cory will serve as the executive leader, responsible for end-to-end business performance. Reporting directly to the Chief Operating Officer of HawkEye 360, he guided mission delivery excellence and served as the senior customer-facing executive for HawkEye–ISA. He also led the business sectors and functional disciplines responsible for delivering solutions and capabilities to address customer requirements and ensure disciplined execution across all portfolios.
Seeking Alpha • Jun 19HawkEye 360: Strong Space-Based Intelligence Platform, But Valuation Keeps Me At HoldSummary HawkEye 360 earns a hold rating due to strong fundamentals but an expensive 11x forward revenue valuation. HAWK's scale, proprietary RF signal archive, and rapid revenue growth differentiate it in space-based intelligence, but customer concentration and government exposure heighten risk. A backlog of $302.7 million is sizable, yet its conversion to revenue is uncertain given government procurement complexities and high customer concentration. I require either a more attractive valuation or clearer evidence of consistent backlog conversion and margin expansion before considering a more bullish stance. Read the full article on Seeking Alpha
ライブニュース • Jun 10HawkEye 360 Wins Over US$100 Million in Defense and Intelligence Contracts After IPOHawkEye 360 reported securing over US$100 million in new international contracts and options so far this year, focused on defense, intelligence, and national security customers across allied and partner countries. The new awards center on services such as space-based signals intelligence, domain awareness, electronic warfare support, and analytics for operational decision-making. Analysts at Goldman Sachs recently highlighted HawkEye 360 as one of two newly public stocks they see as attractive after post-IPO weakness, citing its RF data capabilities and analyst Strong Buy consensus rating. Taken together, the contract wins point to solid demand from government and defense clients for HawkEye 360’s radio-frequency intelligence services, while the analyst attention underscores how closely the market is watching the company’s execution as a newly listed stock. You should weigh the heavy exposure to defense and intelligence budgets, and the inherent contract concentration and geopolitical risk that can come with that focus.
お知らせ • Jun 04Hawkeye 360 Announces Appointment of Alex Johnson as Senior Vice President, Engineering & System OperationsHawkEye 360, Inc. announced that Alex Johnson was named Senior Vice President, Engineering & System Operations. Johnson led HawkEye 360's integrated engineering organization, encompassing spacecraft development, RF analytics, ground systems, mission operations, and enterprise systems engineering. Johnson joined HawkEye 360 with extensive experience leading advanced engineering organizations and delivering C4ISR, SIGINT, and multi-sensor fusion capabilities. His background spanned software-defined radio, airborne and space-based imaging systems, advanced algorithms, resilient communications architectures, and model-based systems engineering. He previously served as Director of Engineering within the Targeting and Sensor Systems sector at L3Harris Technologies and brought a strong record of technical innovation, cross-domain systems expertise, and program leadership.
ライブニュース • Jun 03HawkEye 360 Draws Bullish Analyst Ratings as Mixed Valuation Views EmergeGoldman Sachs has initiated coverage of HawkEye 360 with a Buy rating and a $42 price target, citing confidence in its role within space-enabled defense technology. HawkEye 360’s IPO has drawn mixed views, with several banks citing growth potential in space-based signals intelligence, while Bank of America flags concerns that much of the upside could already be reflected in the valuation. Multiple firms, including Morgan Stanley and William Blair, highlight the company’s differentiated RF analytics platform and recurring demand from defense and intelligence customers, with some pointing to the potential for margin expansion by 2029. The common thread across the recent research is that HawkEye 360 is viewed as a specialized player in space-based RF intelligence with a platform that large institutions see as scalable and valuable to defense and national security clients. At the same time, the split in opinion on valuation means you need to weigh the growth case against the risk that expectations and pricing may already be demanding.
お知らせ • May 07HawkEye 360, Inc. has completed an IPO in the amount of $416 million.HawkEye 360, Inc. has completed an IPO in the amount of $416 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 16,000,000 Price\Range: $26 Transaction Features: Reserved Share Offering; Sponsor Backed Offering