Feed / SATL

Satellogic Inc.

SATL

Industrials · 4.78 +2.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Satellogic Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company+2.1% todayVolume comparison unavailable
Market group0 of 10 activeWater & Tech Solutions · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • SATL's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if SATL's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Aerospace & Defense

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SATL's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods3
Price observations320
Usable filing statements65
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +37.6% year over year.
  • Operating margin changed +230.5 percentage points in the latest annual period.
  • Net margin changed +876.4 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 47.1% in the latest annual period.
Questions before a position
  • EV/sales is 354% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

4.78
6m+50.8%12m+32.0%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2023-12-31$10.1M$-0.68
2024-12-31$12.9M+27.8%$-1.28+1.8%
2025-12-31$17.7M+37.6%$-0.18+47.1%

What management says matters

Persistent and emerging business drivers

Demand and volumepositive · 1 filings
These rights and remedies often allow government customers, among other things, to: • terminate existing contracts for convenience with short notice; • reduce orders under or otherwise unilaterally modify contracts; • for contracts subject to the Truthful Cos…
10-K · Mar 19, 2026
Foreign exchangenegative · 1 filings
The improvement was primarily due to the loss on disposal of leasehold improvements in 2024 from the termination of our high-throughput plant lease in the Netherlands, partially offset by foreign currency exchange net losses for the year ended December 31, 20…
10-K · Mar 19, 2026
Pricing and mixmixed · 1 filings
Increased competition could result in fewer customer contracts, price reductions, reduced margins, and inability to gain market share, any of which could harm our business and results of operations.
10-K · Mar 19, 2026
Supply chain and availabilitypositive · 1 filings
This growth is anticipated to be driven by productivity increases and cost avoidance across six key industries—Agriculture, Electricity and Utilities, Government, Insurance and Financial Services, Mining/Oil/Gas, and Supply Chain/Transportation—which are expe…
10-K · Mar 19, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 36.2× · EV/sales 30.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

4.78+2.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SATL. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

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

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SATL. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SATL

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

SIDUSidus Space, Inc.competitorApr 1, 2026

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 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SATL is currently a Leader in the organic co-movement group Water & Tech Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for SATL; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.