HawkEye 360, Inc.

NYSE:HAWK Stock Report

Market Cap: US$2.1b

HawkEye 360 Future Growth

Future criteria checks 5/6

HawkEye 360 is forecast to grow earnings and revenue by 59.4% and 21.5% per annum respectively. EPS is expected to grow by 66% per annum. Return on equity is forecast to be 2% in 3 years.

Key information

59.4%

Earnings growth rate

65.95%

EPS growth rate

Aerospace & Defense earnings growth18.1%
Revenue growth rate21.5%
Future return on equity2.04%
Analyst coverage

Good

Last updated17 Aug 2026

Recent future growth updates

Recent updates

Seeking Alpha Aug 14

HawkEye 360: Mixed Signals

Summary HawkEye 360 is trading below its IPO price as sequential revenue and backlog growth stall, despite continued top-line expansion. HawkEye's current valuation of 8-9x sales is challenged by flattish sequential revenue, limited margin gains, and persistent operating losses. Organic growth slowed to just 33% in Q2, with most headline growth driven by the ISA acquisition rather than core business momentum. Caution prevails due to a slowing backlog, limited customer base, long sales cycles, and uncertain defense budgets. I remain on the sidelines. Read the full article on Seeking Alpha
New Narrative Aug 14

Electromagnetic Spectrum Demand And Satellite Expansion Will Drive Stronger Long-Term Earnings Potential

Catalysts About HawkEye 360 HawkEye 360 provides commercial radio frequency signals intelligence to U.S. and allied defense, intelligence, and civil customers. What are the underlying business or industry changes driving this perspective?

Earnings and Revenue Growth Forecasts

NYSE:HAWK - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20283353642707
12/31/2027270794210
12/31/2026218-22-4308
6/30/2026168-13-18-6N/A
3/31/2026144-7-25-13N/A
12/31/20251180-28-17N/A
12/31/202468-31-2412N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: HAWK is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.7%).

Earnings vs Market: HAWK is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: HAWK is expected to become profitable in the next 3 years.

Revenue vs Market: HAWK's revenue (21.5% per year) is forecast to grow faster than the US market (13% per year).

High Growth Revenue: HAWK's revenue (21.5% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: HAWK's Return on Equity is forecast to be low in 3 years time (2%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/19 23:07
End of Day Share Price 2026/08/19 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

HawkEye 360, Inc. is covered by 10 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter ArmentBaird
Ronald EpsteinBofA Global Research
Jeffrey Van RheeCraig-Hallum Capital Group LLC