HawkEye 360, Inc.

NYSE:HAWK Stock Report

Market Cap: US$2.1b

HawkEye 360 Management

Management criteria checks 3/4

HawkEye 360's CEO is John Serafini, appointed in Jan 2016, has a tenure of 10.5 years. total yearly compensation is $1.08M, comprised of 44.8% salary and 55.2% bonuses, including company stock and options. directly owns 0.066% of the company’s shares, worth $1.36M. The average tenure of the management team and the board of directors is 5.5 years and 6.2 years respectively.

Key information

John Serafini

Chief executive officer

US$1.1m

Total compensation

CEO salary percentage44.81%
CEO tenure10.5yrs
CEO ownership0.07%
Management average tenure5.5yrs
Board average tenure6.2yrs

Recent management updates

Recent updates

Seeking Alpha • Jun 19

HawkEye 360: Strong Space-Based Intelligence Platform, But Valuation Keeps Me At Hold

Summary 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

CEO Compensation Analysis

How has John Serafini's remuneration changed compared to HawkEye 360's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$7m

Dec 31 2025US$1mUS$485k

US$48k

Dec 31 2024US$764kUS$484k

-US$31m

Compensation vs Market: John's total compensation ($USD1.08M) is below average for companies of similar size in the US market ($USD5.15M).

Compensation vs Earnings: John's compensation has increased whilst the company is unprofitable.

CEO

John Serafini (49 yo)

10.5yrs
Tenure
US$1,082,617
Compensation

Mr. John Sheldon Serafini, CFA is Chairman of the Board of Judge Baker Children's Center Inc. Mr. Serafini serves as the Chief Executive Officer at Percipient Networks. He Founded HawkEye 360, Inc in Septe...

Leadership Team

NamePositionTenureCompensationOwnership
John Serafini
Founder10.5yrsUS$1.08m0.066%
$ 1.4m
Craig Searle
Chief Financial Officerless than a yearUS$1.72m0.023%
$ 486.2k
Todd Probert
Chief Operating Officerless than a yearUS$3.27m0%
$ 0
Robert McGwier
Co-Founder10.8yrsno datano data
Charles Herndon
Chief Information Officer7.5yrsno data0.0019%
$ 38.5k
Michael Turner
Chief Legal Officerless than a yearno datano data
Stacey Bruzzese
Communications Managerno datano datano data
Janine Sweeney
Chief Human Resources Officer7.5yrsno data0.046%
$ 960.9k
Aleksiev Fox
President of Hawkye 360 International7.5yrsno datano data
Dennis Burnett
Executive VP & General Counselno datano datano data
Patrick Zeitouni
Chief Strategy Officer3.5yrsno data0.0049%
$ 101.1k
Alex Johnson
Senior VP of Engineering & System Operationsless than a yearno datano data
5.5yrs
Average Tenure
59yo
Average Age

Experienced Management: HAWK's management team is seasoned and experienced (5.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
John Serafini
Founder10.8yrsUS$1.08m0.066%
$ 1.4m
David DeWalt
Independent Non-Employee Director5.3yrsno data0.48%
$ 9.9m
Terence McAuliffe
Advisor6.2yrsno datano data
Arthur Money
Non-Employee Independent Director & Advisor9.1yrsUS$66.13k0.017%
$ 360.3k
Richard Clarke
Chair of the International Advisory Boardless than a yearno datano data
Jonathan Shames
Independent Non-Employee Directorless than a yearno datano data
Mark Spoto
Independent Non-Employee Chairman of the Board10.5yrsno datano data
Norm Coleman
Advisor9yrsno datano data
Joan Dempsey
Advisor6.4yrsno datano data
James Winnefeld
Non-Employee Independent Director2.4yrsUS$50.00k0.14%
$ 2.8m
Joe Donnelly
Advisorno datano datano data
Scott Swift
Chairman of Advisory Board5.3yrsno datano data
6.2yrs
Average Tenure
67yo
Average Age

Experienced Board: HAWK's board of directors are considered experienced (6.2 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 07:49
End of Day Share Price 2026/07/06 00:00
Earnings2026/03/31
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

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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 9 analysts. 9 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
Noah PoponakGoldman Sachs