SIDUHIGH SIGNALFINANCIAL10-K

SIDU's operating losses expanded substantially while revenue declined 28%, signaling deepening financial distress despite meaningfully higher total assets.

The company faces deteriorating operational performance with widening losses on declining revenue, suggesting fundamental business execution challenges. While total assets grew notably to $66.1M, this growth couldn't offset the core operational deterioration, creating concerns about the company's ability to achieve sustainable profitability.

Comparing 2026-04-01 vs 2025-03-31View on EDGAR →
FINANCIAL ANALYSIS

SIDU experienced a challenging year with revenue falling 28% to $3.4M while operating losses expanded substantially to $28.0M, driven by meaningfully higher SG&A expenses of $22.3M. The company did benefit from dramatically reduced interest expense dropping 93% to $90K and saw total assets grow 75% to $66.1M, though inventory declined sharply by 79%. Operating cash outflows worsened modestly to $18.2M, reflecting the continued cash burn from operations.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
-93.1%
$1.3M$90K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Inventory
Balance Sheet
-79%
$1.2M$256K

Inventory drawn down 79% — strong sell-through or deliberate destocking; watch for supply constraints.

Operating Income
P&L
-78.2%
-$15.7M-$28.0M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Total Assets
Balance Sheet
+75.1%
$37.7M$66.1M

Asset base grew 75.1% — expansion through organic growth, acquisitions, or capital deployment.

Net Income
P&L
-68.2%
-$17.5M-$29.5M

Net income declined 68.2% — review whether driven by operations, interest costs, or non-recurring items.

SG&A Expense
P&L
+56.6%
$14.2M$22.3M

SG&A up 56.6% — significant increase in sales or administrative costs, monitor impact on operating leverage.

Revenue
P&L
-27.6%
$4.7M$3.4M

Revenue softened 27.6% — monitor whether this is cyclical or structural.

Operating Cash Flow
Cash Flow
-14.7%
-$15.8M-$18.2M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

LANGUAGE CHANGES
NEW — 2026-04-01
PRIOR — 2025-03-31
ADDED
Number of Class A common shares and Class B common shares outstanding as of March 31, 2026 was 66,419,852 and 100,000 , respectively.
All trademarks, trade names and service marks appearing in this Annual Report on Form 10-K are the property of their respective owners.
Use or display by us of other parties trademarks, trade dress or products is not intended to and does not imply a relationship with, or endorsements or sponsorship of, us by the trademark or trade dress owner.
Solely for convenience, trademarks, tradenames and service marks referred to in this Annual Report on Form 10-K appear without the and symbols, but those references are not intended to indicate, in any way, that we will not assert, to the fullest extent under applicable law, our rights or that the applicable owner will not assert its rights, to these trademarks and trade names.
The success of our business will be highly dependent on our ability to effectively market and sell our commercial satellite manufacturing, launch, and data services for LEO, GEO, cislunar, and lunar missions, along with our proprietary hardware offerings, including edge computing systems, VPX computing platforms, and broader space and defense manufacturing services.
+7 more — sign up free →
REMOVED
Number of Class A common shares and Class B common shares outstanding as of March 31, 2025 was 18,204,483 and 100,000 , respectively.
The success of our business will be highly dependent on our ability to effectively market and sell our commercial satellite manufacturing, launch, and data services for small LEO satellites Any setbacks we may experience during commercial satellite launches and other demonstration and commercial missions could have a material adverse effect on our business, financial condition and results of operation, and could harm our reputation.
BUSINESS Company Overview Overview Founded in 2012, Sidus Space is an innovative, agile space mission enabler providing flexible, cost-effective solutions to government, defense, intelligence, and commercial companies around the globe.
Our products and services include satellite manufacturing and technology integration, AI-driven space-based data solutions, mission planning and management operations, AI/ML products and services and space and defense manufacturing.
With our mission of Space Access Reimagined , Sidus is committed to rapid innovation, adaptable and cost-effective solutions, and the optimization of space system and data collection performance.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
CRMHIGHSalesforce significantly increased debt by 71% to $14.4B while simultaneously ac...
2026-03-02
UNHHIGHUNH's operating income plummeted 41% despite 12% revenue growth, indicating seve...
2026-03-02
PFEHIGHPfizer achieved a dramatic 87.3% reduction in total debt from $31.4B to $4.0B, r...
2026-02-26
GILDHIGHGILD dramatically increased R&D spending by 81.5% to $9.1B while introducing new...
2026-02-24
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →