SIDU | Market Cap: $167.4M (07/13/26)
Industry:
Aerospace & Defense

DESCRIPTION

Sidus Space is a small space and defense technology company based on Florida's Space Coast that designs, builds, launches, and operates satellites, and sells related hardware and services to commercial, government, and defense customers. Sidus' primary product is the LizzieSat microsatellite platform, a modular, hybrid 3D-printed satellite designed to host multiple customer payloads simultaneously, supporting earth observation, maritime monitoring, environmental intelligence, and defense applications. Sidus owns its satellites and the data they generate, and is working to build a data-as-a-service (DaaS) business offering subscription-based access to space-derived data. Alongside LizzieSat, Sidus sells AI computing hardware and software — including the Fortis VPX ruggedized computing modules and the FeatherEdge edge processor — targeting air, land, sea, and space applications across defense and aerospace customers. Sidus also provides manufacturing and engineering services, including precision machining and avionics assembly, primarily for NASA and DoD, though the company is deliberately winding this down in favor of higher-margin satellite and data work. Key customers include U.S. government agencies, defense primes, and commercial space customers; a notable contract is a $120M agreement to build lunar data storage satellites for Lonestar Data Holdings. Sidus is in transition from a project-based manufacturing model toward a recurring revenue platform model, targeting hosted payload fees and DaaS subscriptions as its constellation expands.

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