HAWKEYE 360 INC (HAWK)
NYSEInformation TechnologyAerospace & DefenseSnapshot 2026-09-04
NYSEInformation TechnologyAerospace & DefenseSnapshot 2026-09-04
QuarterlyIQ Insights · HAWK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding revenue through increased adoption of RF signals intelligence solutions and constellation growth.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $49.8 million in 2026-Q1 to $49.8 million in 2026-Q2, an 87% increase year-over-year, with record international revenue up 134%. Backlog increased slightly from $285.0 million to $292.2 million. The trajectory shows delivering strong revenue growth and expanding customer demand.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Not enough signal yet.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'We delivered another quarter of strong revenue growth, including record international revenue...'”
“CEO: 'We are seeing great momentum across the business heading into the back half of the year...'”
Enhance liquidity and financial flexibility through a $125 million revolving credit facility to support growth and investments.
Stated as a priority in 2 of last 2 quarters. The company entered a $125 million revolving credit facility in 2026-Q2 to enhance liquidity and financial flexibility. This supports continued investment and growth initiatives. The trajectory is delivering on capital allocation discipline.
“Entered into a new $125.0 million revolving credit facility maturing in May 2031.”
“Discussed capital allocation discipline and liquidity management with new credit facility.”
Focus on operational improvements to reduce net losses and improve adjusted EBITDA and free cash flow.
Stated as a priority in 2 of last 2 quarters. Net loss increased from $9.0 million in 2026-Q1 to $15.3 million in 2026-Q2, while Adjusted EBITDA declined slightly from $7.8 million prior year to $7.0 million in 2026-Q2. Free cash flow improved from negative $1.3 million prior year to positive $5.4 million in 2026-Q2. The trajectory shows mixed results with improved cash flow but increased net losses.
“Adjusted EBITDA of $7.0 million and free cash flow of $5.4 million, net loss of $15.3 million.”
“Net loss of $9.0 million and operating income loss of $5.6 million, focus on improving efficiency.”
3 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.