SIGA Technologies, Inc. (SIGA)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-04
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-04
QuarterlyIQ Insights · SIGA
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.
Complete delivery of $26 million of IV TPOXX treatment courses to the U.S. Government Strategic National Stockpile by the end of Q3 2026 under the 19C BARDA contract.
Stated as a priority in 2 of last 2 quarters. The company delivered approximately $24 million of IV TPOXX to the U.S. strategic national stockpile in 2026-Q2, nearing the $26 million target expected by end of 2026-Q3. The trajectory is delivering against the stated goal.
“Delivered approximately $24 million of IV TPOXX to the U.S. strategic national stockpile under the 19C contract.”
“Expect to deliver $26 million of IV TPOXX to the U.S. Government Strategic National Stockpile by end of Q3.”
Focus on building upon the long track record as a partner with U.S. and international governments to secure new procurement contracts and orders to drive future revenues.
Stated as a priority in 2 of last 2 quarters. While revenues declined from $6.2 million in 2026-Q1 to $41.0 million in 2026-Q2 (reflecting delivery timing), management emphasizes securing new contracts as foundation for future revenues. The trajectory shows ongoing focus but limited new contract revenue disclosed so far.
“SIGA continues to execute its long-term plan of selling TPOXX across diverse regions and customers.”
“Focus remains on securing new procurement contracts and orders to drive business going forward.”
Grow international sales by delivering oral TPOXX to customers in Asia Pacific and MENA regions under exclusive license agreements.
Stated as a priority in 2 of last 2 quarters. The company delivered approximately $13 million of oral TPOXX to international customers in 2026-Q2, consistent with plans stated in 2026-Q1. The trajectory shows delivery and execution on international expansion.
“Delivered approximately $13 million of oral TPOXX to two international customers.”
“Planning to deliver approximately $13 million of oral TPOXX to a customer in Asia Pacific in Q2 2026.”
Declared and paid a special one-time cash dividend of $0.60 per share to shareholders in April 2026.
Stated as a priority in 2 of last 2 quarters. The company declared and paid a special cash dividend of $0.60 per share in April 2026, fulfilling the capital return commitment. The trajectory is delivering on this capital allocation action.
“Special cash dividend of $0.60 per share declared and paid in April 2026.”
“Special cash dividend of $0.60 per share declared on March 26, 2026.”
SIGA is focused on securing new procurement contracts and orders to serve as the foundation of its revenues.
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.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Over the trailing year it converted 0.91x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 54% of the time over the next year (vs 43% for the rest of the cohort, n=3313).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.