HawkEye 360 Q2 Revenue Up 87% to $49.8M, Guides FY26 Revenue $215-220M
HAWK sits 31% above its 52-week low of $17.02.
Summary
HawkEye 360 reported Q2 revenue of $49.8M, up 87% YoY, with record international revenue and positive Adjusted EBITDA. The company guided FY26 revenue to $215-220M and announced early lock-up expiration on September 2, 2026.
Key Events · Earnings and Guidance · HAWK
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Q2 Revenue Up 87%
Revenue reached $49.8 million, up from $26.6 million in the prior-year period, driven by record international revenue of $21.0 million (up 134%).
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Net Loss Despite Growth
Net loss was $15.3 million compared to net income of $1.6 million a year ago, reflecting higher operating expenses and non-cash charges including warrant liability fair value changes.
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FY26 Guidance Issued
Company expects full-year 2026 revenue of $215-220 million and Adjusted EBITDA of $30-36 million, implying continued strong growth in the second half.
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Backlog at $292.2M
Backlog as of June 30, 2026 was $292.2 million, up from $285.0 million at March 31, 2026, supporting revenue visibility.
Analysis · HAWK · Technology
HawkEye 360 delivered strong Q2 growth with revenue up 87% year-over-year to $49.8 million, driven by record international revenue of $21.0 million. The company swung to a net loss of $15.3 million from a profit a year ago, but Adjusted EBITDA remained positive at $7.0 million. Management issued full-year 2026 guidance of $215-220 million in revenue and $30-36 million in Adjusted EBITDA, signaling confidence in continued momentum. Separately, the lock-up period for IPO shares will end early on September 2, 2026, making a large block of shares eligible for sale and potentially creating near-term supply overhang.
How filings like this one have moved
In the 30 days to Sep 30, 2026, 34.9% of the 1009 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.52%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, HAWK was trading at $22.27 on NYSE in the Technology sector, with a market capitalization of approximately $2.4B. The 52-week trading range was $17.02 to $35.73. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.