Sidus Space Inc (NASDAQ: SIDU) is a vertically integrated space and defense technology company that designs and manufactures satellites, integrates technology payloads, operates missions, and delivers space-based data solutions. Revenue comes from customer contracts covering satellite manufacturing, engineering services, mission operations, and AI-enabled data products sold to government, defense, intelligence, and commercial customers. The company operates its own on-orbit satellite fleet, branded LizzieSat, with three satellites launched as of March 14, 2025, the most recent aboard a SpaceX Transporter-13 rideshare mission. Headquarters are in Merritt Island, Florida, with manufacturing facilities in Cape Canaveral, Florida. Carol Craig, founder and CEO, serves as Chairwoman and Principal Executive Officer. The company relies on third-party launch providers and carries going-concern risk, requiring ongoing external capital to fund operations, per the FY2025 10-K filed March 31, 2026.
- Revenue model
- Contract-based revenue from satellite manufacturing, engineering services, mission operations, and AI-enabled data and computing products. Revenue timing is tied to milestone achievement, regulatory approvals, and satellite launch schedules. Customers include government, defense, intelligence, and commercial entities.
- Products and services
- LizzieSat Gen 1 (LS1-3, 100-125 kg), LizzieSat Gen 2 (LS4+, 100/200/400 kg), GeoLizzie (400-800 kg), LunarLizzie (400-800 kg). Sidus VPX technology including the Sidus Single Board Computer (SSBC, SOSA-aligned OpenVPX) and a Position, Navigation, and Timing (PNT) Card for GPS-denied environments. Orlaith AI Ecosystem integrating FeatherEdge hardware with Cielo AI software for near real-time analytics across space, air, land, and sea domains. Automatic Identification System (AIS) maritime awareness capability on LS-3.
- Customers and end markets
- Government, defense, intelligence, and commercial customers. End markets include satellite manufacturing and engineering services, maritime domain awareness, space-based imaging, and AI-enabled edge computing for multi-domain operations.
- Value-chain role
- Vertically integrated satellite manufacturer and operator. In-house engineering, manufacturing, assembly, integration, testing, and mission control. Does not own or operate launch vehicles; relies on third-party launch partners such as SpaceX for rideshare missions.
- Geographic exposure
- Operations based in Merritt Island, Florida (headquarters) and Cape Canaveral, Florida (manufacturing). Geographic revenue mix not disclosed in the filing excerpts.
Source: SEC 10-K, filed 2026-04-01
Industry:
Radiotelephone Communications
Peers:
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