BlackSky ranks 34 on the Space 100 with a score of 78; Umbra ranks 63 with 70. BlackSky is ahead on deployment, commercials, progress and firepower. Level on production, technology, positioning and leverage. BlackSky is based in Herndon, United States, Umbra in Santa Barbara, United States. BlackSky: Established. BlackSky is named in 30 signals and Umbra in 23.
BlackSky provides real-time satellite-derived intelligence for tactical surveillance, tracking and ISR customers including the U.S. Space Force and international defense users.
Darker bar: ahead of the other company on that measure.
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.
30 signals name BlackSky.
38 facts on file.
Umbra builds and operates radar-imaging satellites and sells high-resolution commercial SAR imagery for Earth observation customers.
Darker bar: ahead of the other company on that measure.
Umbra is a US SAR operator with 12+ satellites launched (Umbra-12 in January 2026) at 16cm resolution, the highest commercially available, built at low single-digit-millions cost (the cheapest per performance in the field), plus a satellite-sales line building SAR sats for customers. It holds an NRO triple-anchor: an operational Radar Commercial Augmentation contract (August 2026, one of only three survivors of the five-company CRC evaluation), SCE Stage III, and an RF-products award. Revenue is estimated at 10-100m from NRO and commercial streams.
23 signals name Umbra.
28 facts on file.
BlackSky ranks 34 on the Space 100 with a score of 78; Umbra ranks 63 with 70. BlackSky is ahead on deployment, commercials, progress and firepower. Level on production, technology, positioning and leverage. BlackSky is based in Herndon, United States, Umbra in Santa Barbara, United States. BlackSky: Established. BlackSky is named in 30 signals and Umbra in 23.
BlackSky ranks 34 on the Space 100 with a score of 78; Umbra ranks 63 with 70. BlackSky is ahead on deployment, commercials, progress and firepower. Level on production, technology, positioning and leverage. BlackSky is based in Herndon, United States, Umbra in Santa Barbara, United States. BlackSky: Established. BlackSky is named in 30 signals and Umbra in 23. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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