BlackSky provides real-time satellite-derived intelligence for tactical surveillance, tracking and ISR customers including the U.S. Space Force and international defense users.
BlackSky is a US Earth-observation operator (NYSE:BKSY) deploying its Gen-3 constellation (35cm imagery, sub-hourly revisit), with FY25 record revenue of $107M, Q2-26 revenue of $33M (+50%), and FY26 guidance of $130-150M at positive adjusted EBITDA (a second consecutive positive-EBITDA year). Backlog reached ~$380M by Q1-26 (including a $99M sole-source AFRL IDIQ ceiling), with more than 80% of funded backlog in multi-year international subscription contracts and international growth now outpacing the US. It is converting bespoke missions into recurring subscriptions while spending up to $60M capex to scale Gen-3.
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Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
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BlackSky provides real-time satellite-derived intelligence for tactical surveillance, tracking and ISR customers including the U.S. Space Force and international defense users. BlackSky is a US Earth-observation operator (NYSE:BKSY) deploying its Gen-3 constellation (35cm imagery, sub-hourly revisit), with FY25 record revenue of $107M, Q2-26 revenue of $33M (+50%), and FY26 guidance of $130-150M at positive adjusted EBITDA (a second consecutive positive-EBITDA year). Backlog reached ~$380M by Q1-26 (including a $99M sole-source AFRL IDIQ ceiling), with more than 80% of f
BlackSky ranks 34 of 100 on the Space 100 (November 2026 edition) with a score of 78 out of 100, in Earth observation (Satellites & spacecraft). Assessment by Frontier Tech Intelligence.
ICEYE (rank 2), HawkEye 360 (rank 14), Planet Labs (rank 17), iQPS (rank 47), Umbra (rank 63), Spire Global (rank 84).
BlackSky is based in Herndon, Virginia, United States. Stage: Established.
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