HawkEye 360 Future Growth
Future criteria checks 5/6
HawkEye 360 is forecast to grow earnings and revenue by 61.1% and 21.5% per annum respectively. EPS is expected to grow by 67.5% per annum. Return on equity is forecast to be 2% in 3 years.
Key information
61.1%
Earnings growth rate
67.54%
EPS growth rate
| Aerospace & Defense earnings growth | 17.8% |
| Revenue growth rate | 21.5% |
| Future return on equity | 2.04% |
| Analyst coverage | Good |
| Last updated | 17 Sep 2026 |
Recent future growth updates
Recent updates
HAWK: European Expansion And Defense Contracts Will Support Long-Term Upside Potential
Analysts now place HawkEye 360's price target at about $32.56, down from $35, citing updated fair value estimates, slightly adjusted growth expectations, a higher implied future P/E multiple, and softer forecast profit margins. What's in the News for HawkEye 360 HawkEye 360 established its first European subsidiary, HawkEye 360 Luxembourg, S.à r.l., to support closer engagement with European Union customers, allies, and industry partners and to participate more directly in European defense and space programs.
Satellite Expansion Risks And Procurement Delays Will Eventually Support Stronger RF Intelligence Demand
Catalysts About HawkEye 360 HawkEye 360 provides radio frequency signals intelligence and analytics to defense, intelligence, and allied government customers using a proprietary satellite and processing platform. What are the underlying business or industry changes driving this perspective?Electromagnetic Spectrum Demand And Satellite Expansion Will Support This Bullish Long Term Thesis
Catalysts About HawkEye 360 HawkEye 360 provides radio frequency based signals intelligence and analytics to defense, intelligence, and allied government customers using a proprietary satellite and processing platform. What are the underlying business or industry changes driving this perspective?HawkEye 360: Mixed Signals
Summary HawkEye 360 is trading below its IPO price as sequential revenue and backlog growth stall, despite continued top-line expansion. HawkEye's current valuation of 8-9x sales is challenged by flattish sequential revenue, limited margin gains, and persistent operating losses. Organic growth slowed to just 33% in Q2, with most headline growth driven by the ISA acquisition rather than core business momentum. Caution prevails due to a slowing backlog, limited customer base, long sales cycles, and uncertain defense budgets. I remain on the sidelines. Read the full article on Seeking Alpha
Electromagnetic Spectrum Demand And Satellite Expansion Will Drive Stronger Long-Term Earnings Potential
Catalysts About HawkEye 360 HawkEye 360 provides commercial radio frequency signals intelligence to U.S. and allied defense, intelligence, and civil customers. What are the underlying business or industry changes driving this perspective?Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 336 | 36 | 37 | 63 | 8 |
| 12/31/2027 | 272 | -6 | 5 | 36 | 11 |
| 12/31/2026 | 218 | -29 | -7 | 26 | 10 |
| 6/30/2026 | 168 | -13 | -18 | -6 | N/A |
| 3/31/2026 | 144 | -7 | -25 | -13 | N/A |
| 12/31/2025 | 118 | 0 | -28 | -17 | N/A |
| 12/31/2024 | 68 | -31 | -24 | 12 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: HAWK is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.7%).
Earnings vs Market: HAWK is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: HAWK is expected to become profitable in the next 3 years.
Revenue vs Market: HAWK's revenue (21.5% per year) is forecast to grow faster than the US market (13.6% per year).
High Growth Revenue: HAWK's revenue (21.5% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: HAWK's Return on Equity is forecast to be low in 3 years time (2%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/21 07:43 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
HawkEye 360, Inc. is covered by 11 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Peter Arment | Baird |
| Michael Filatov | Berenberg |
| Ronald Epstein | BofA Global Research |