BKSY
Market read
BKSY accounts for 23.8% of the group's measured movement across 6.2 effective names. raw member direction is mixed; 6 of 12 session-normalized paths align to the upside. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No material onset for BKSY could be timestamped inside the aligned 5-minute window.
6 of 16 members in Aerospace & Defense are active. 0 of 3 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.
Research brief
BKSY accounts for 23.8% of the group's measured movement across 6.2 effective names. raw member direction is mixed; 6 of 12 session-normalized paths align to the upside. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Adjusted EBITDA Adjusted EBITDA is defined as net income or loss attributable to us before interest income, interest expense, income tax expense or benefit, depreciation and amortization, as well as significant non-cash and/or non-recurring expenses as our ma…”10-Q · May 7, 2026 ↗
“The increases in net cash used in operating activities were partially offset by a cash receipt for prepaid capacity for future purchase orders that is recorded as a contract liability as of December 31, 2025 in our consolidated balance sheets.”10-K · Mar 17, 2026 ↗
“These decreases were partially offset by costs to provide advanced research and development services to an existing customer to develop next-generation space-based intelligence capabilities.”10-Q · May 7, 2026 ↗
“The total amount paid for capital expenditures increased during the three months ended March 31, 2026 as compared to the three months 39 Table of Contents ended March 31, 2025 primarily due to an increase in cash paid to procure direct materials and build our…”10-Q · May 7, 2026 ↗
Valuation discipline
Price/sales 6.7× · EV/sales 8.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for BKSY. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for BKSY. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We depend on computing infrastructure operated by Amazon Web Services (“AWS”), Microsoft, and other third parties, including other SaaS companies, to support some of our customers, and any errors, disruption, performance problems, or failure in their or our o…”
Depended on by
“Sidus competes with a range of commercial space companies including Spire, BlackSky, Hawkeye 360, Satellogic, Iceye, Loft Orbital, York Space Systems, Apex, and K2Space, as well as larger aerospace and defense contractors.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
BKSY is currently a Leader in the organic co-movement group Aerospace & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.