Filing Flows › BlackSky Technology (BKSY) › Guidance & outlook
BlackSky Technology (BKSY) guidance and outlook
BlackSky Technology (BKSY) raised its guidance on Nov 5, 2026: Revenue $140M–$150M for FY2026; EBITDA $18.0M–$24.0M for FY2026; Capital expenditures $50.0M–$60.0M for FY2026. BlackSky Technology's 10-Q filed Nov 5, 2026 makes 21 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $140M–$150M | raised |
| EBITDA | FY2026 | $18.0M–$24.0M | raised |
| Capital expenditures | FY2026 | $50.0M–$60.0M | reaffirmed |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- Our purpose-built, secure artificial intelligence ("AI")-enabled space-to-ground architecture helps customers see, understand and anticipate change for a decisive strategic advantage.
- Our revenue is generated by selling space-based intelligence & AI services, primarily through our BlackSky Spectra software platform, and by providing mission solutions and advanced technology programs to strategic customers on a project basis.
- Additionally, we employ and classify third-party vendors who help fulfill our strategic projects as research and development expense.
- We intend to continue to invest appropriate resources in research and development efforts, as we believe that investment is critical to maintaining our competitive position.
- We expect to incur additional depreciation expense when each Gen-3 satellite is launched and placed into service.
- The following is our forecast for total restricted stock units ("RSUs") non-cash stock-based compensation expense as of September 30, 2026, which, in addition to the amounts recognized in selling, general, and administrative expenses, this includes the portion that will be capitalized or classified in space-based intelligence & AI services, mission solutions, or advanced technology programs costs:
- In addition, our presentation of this measure should not be construed as an inference that our future results will be unaffected by unusual or non-recurring items.
- We expect to continue billing for and receiving payments on our contract assets over the next 12 months as interim milestones on a few major customer contracts are met.
- We expect to continue to incur capital expenditures as we procure, build, and launch Gen-3 satellites, as well as invest in our BlackSky Spectra software platform to significantly expand our product capabilities in the future.
- We anticipate that our most significant long-term liquidity and capital needs will relate to continued funding of operations, including procurement of materials for our missions solutions programs, satellite development capital expenditures, launch capital expenditures, and ongoing investments to optimize our BlackSky Spectra software platform and corporate business and operational systems that will enable us to…
- Upcoming satellite development capital expenditures include plans to expand our current high frequency monitoring constellation with multispectral, large-area collection satellites.
- We expect that these new satellites will be designed to support country scale digital mapping, navigation, maritime, and 3D digital twin applications.
BlackSky Technology's latest quarter
BlackSky Technology, Q3 2026: revenue $42.8M (+118% year over year), operating margin 0.9%, net earnings $18.5M, operating cash flow $3.6M. The chart follows the revenue to costs, profit and cash.
Questions
Did BlackSky Technology raise or lower its guidance?
BlackSky Technology (BKSY) raised its guidance on Nov 5, 2026: Revenue $140M–$150M for FY2026; EBITDA $18.0M–$24.0M for FY2026; Capital expenditures $50.0M–$60.0M for FY2026.
What does BlackSky Technology expect?
Our purpose-built, secure artificial intelligence ("AI")-enabled space-to-ground architecture helps customers see, understand and anticipate change for a decisive strategic advantage. Our revenue is generated by selling space-based intelligence & AI services, primarily through our BlackSky Spectra software platform, and by providing mission solutions and advanced technology programs to strategic customers on a project basis. Additionally, we employ and classify third-party vendors who help fulfill our strategic projects as research and development expense.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.