Sidus Space, Inc. Class A (SIDU)
NASDAQ:SIDU
Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.35Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong operational progress (three satellite launches, LizzieSat-3 commissioning with <30 arcsec pointing, Fortis VPX development and initial customer deployment, MDA SHIELD IDIQ access, partnerships and improved liquidity) alongside pronounced near-term financial headwinds (28% revenue decline, 48% higher cost of revenue, widened gross and net losses, a $4.5M impairment, and meaningful equity dilution). Management emphasized deliberate strategic trade-offs toward higher-margin, repeatable product and platform revenues, cost-discipline measures, and a strengthened balance sheet. Given the material operational achievements and improved cash position but also the significant near-term financial deterioration and dilution, the positives and negatives are roughly balanced.Company Guidance
Operational Milestones — Three Satellites Launched and On-Orbit Success
Launched 3 LizzieSat satellites between March 2024 and March 2025. LizzieSat-3 completed full bus-level commissioning, validated new autonomous GNC software and achieved pointing accuracy of <30 arc seconds; now supporting recurring customer payloads (near-real-time AIS maritime data and HEO USA imaging). LizzieSat-1 completed its mission and is being dispositioned; LizzieSat-2 remains in commissioning (equatorial orbit).
Onboard Compute and Edge AI Commercialization Progress
Developed the Fortis VPX rugged modular computing system (including SOSO-aligned single-board computer and PNT card for GPS-denied environments). Fortis is beginning customer deployment and is being evaluated for satellite payload processing, unmanned systems and ground-based operational use cases — critical step toward commercializing onboard AI/edge compute.
Defense Contract Access and Strategic Programs
Awarded access to the Missile Defense Agency’s 10-year SHIELD IDIQ contract vehicle, providing a flexible procurement pathway for defense programs (missile defense, persistent sensing, real-time data processing) and aligning Sidus with large-scale national security opportunities.
Lunar, GEO and Partner Pipeline Expansion
Signed integration agreement for Lonestar's Commercial Pathfinder mission onto LizzieSat-5 (systems requirements review completed and initial milestone payment received), introduced LunarLizzie concept, executed an MOU to support a GEO platform and entered a collaboration with Simera Sense to advance AI-enabled hyperspectral imaging.
Improved Liquidity and Clean Debt Position
Year-end cash of $43.2 million (YE2025) versus $15.7 million (YE2024), an increase of ~175%. Completed multiple capital raises in 2025 that generated approximately $53.3 million in net proceeds from ~47.1 million shares issued. Entered 2026 with no outstanding term debt.
Vertically Integrated, IP-Retained Development Model
Built a full technology stack (hardware, software, data) organically, retaining IP and ownership; mission control center operating 24/7 in its third year, supporting both company fleet and third-party customers — strengthens capability to deliver end-to-end solutions.
Software-Defined Satellite Advantages
Software-defined architecture demonstrated on-orbit upgrades (autonomous navigation and FatherEdge100i) enabling capability enhancements without additional hardware or launches, which can extend utility and lower long-term upgrade costs.
Operational and Cost-Discipline Initiatives
Implemented ERP to support scale, executed cost reduction activities and focused sales organization on higher-value commercial and defense opportunities to drive longer-term recurring revenue and margin expansion.
SIDU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SIDU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 01, 2026 | $2.32 | $2.10 | -9.48% |
Nov 14, 2025 | $0.86 | $0.71 | -17.44% |
Aug 14, 2025 | $1.15 | $1.11 | -3.48% |
May 15, 2025 | $1.81 | $1.62 | -10.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sidus Space, Inc. Class A (SIDU) report earnings?
Sidus Space, Inc. Class A (SIDU) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).
What is Sidus Space, Inc. Class A (SIDU) earnings time?
Sidus Space, Inc. Class A (SIDU) earnings time is at May 20, 2026, Before Open (Confirmed).
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What is SIDU EPS forecast?
Currently, no data Available