HawkEye 360 raises full-year guidance and signs $54 million in new multi-year contracts alongside a post-quarter $135 million global contract expansion.
SEC EDGAR, 2026-11-12: 8-K (Item 2.02, 9.01) — "contract award"
HawkEye 360 raises full-year guidance and signs $54 million in new multi-year contracts alongside a post-quarter $135 million global contract expansion.
Company: HawkEye 360, Inc. (HAWK) Filed: 2026-11-12, 8-K (Item 2.02, 9.01) Phrase: "contract award" — "Signed $54 million in new multi-year contract awards with 11 allied partners and nations, reflecting the growing demand for HawkEye 360’s signals intelligence data and analytics." What the filing says: The company announced its third-quarter 2026 financial results, highlighting $54 million in new multi-year contract awards with 11 allied partners and nations, and a contract award under the National Reconnaissance Office’s Commercial Radio Frequency Capability Augmentation program. Subsequent to the third quarter, the company signed an additional $135 million in global contracts, with more than $70 million dedicated to follow-on European contract awards. Backlog stood at $300.3 million as of September 30, 2026. Driven by this contract momentum, the company raised its full-year 2026 revenue guidance to between $225 million and $227 million, and its non-GAAP Adjusted EBITDA guidance to between $38 million and $40 million. Two ways it goes: A. The newly signed contracts and backlog successfully convert into recognized revenue and positive GAAP earnings as the constellation expands. B. Customer termination options, execution delays, or satellite operational issues prevent the backlog from fully translating into revenue. Next date: none named Watch: The company's next quarterly earnings filing to track the conversion rate of the backlog into recognized revenue. Tags: contract won, guidance raised, event changed fundamentals