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TickerSIDU
SectorAerospace & Defense
Mkt cap$120M
EV / EBITDAN/A
PostureHigh Velocity
Composite70/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1879726

Sidus Space, Inc.

SIDUHIGH VELOCITYFILING INTENSITY

Sidus Space, Inc. reads as an High Velocity (composite 70/100); Selective Buyer deploying $1M across 2 disclosed transactions, newly disclosed vs the prior cycle · primary market A&D Components.

Lens

Disclosed M&A capital (2023–2025)

$1M

new

vs N/A in 2020–2022

Disclosed transactions

2

new

2/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$3M
EBITDAN/A
Enterprise value$86M
EV / Revenue25.4×
EV / EBITDAN/A
P/EN/A
Cash$10M
Total debtN/A
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

8/100

Companies actively deploying disclosed capital into M&A

  • $1M disclosed buyer spend

Buyer Cadence

32/100

Buyer-side companies with recent filing activity

  • Filed within 43d
  • 65 8-Ks

Target Probability

4/100

Issuers showing target-side patterns from filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

Pressure Watch

14/100

Issuers facing activism, governance, or control pressure

Distress Watch

26/100

Issuers showing financial-distress filing patterns

  • 10-Q 208d stale

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 65 8-Ks
  • 4 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $86M
  • 10-Q 208d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

No disclosed M&A capital in the 10-year window.

This issuer has not disclosed material acquisition spend or count in the last ten fiscal years.

§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Technology Acquisition
    50%
  • Talent Acquisition
    50%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • technology_acquisition
  • talent_acquisition
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

This influx of new entrants across various segments has led to an evolving small satellite value chain, particularly in launch services, downstream value-added applications, mergers and acquisitions, and consolidation among stakeholders.

10-KFY2024

The space economy has experienced significant growth in recent years, driven by technological advancements in satellites and terrestrial technologies that have enabled new commercial applications.

10-KFY2024

In August 2023, we acquired substantially all of the assets of Exo-Space, a cutting-edge Artificial Intelligence (AI) company

10-KFY2023

Our plans include integrating radiation hardened AI/ML capabilities alongside our on-orbit coincident data collection.

10-KFY2023

We are dependent on third-party launch vehicles to deliver our systems, products, and technologies into space. If the number of companies offering launch services or the number of launches does not grow in the future or there is a consolidation among companies who offer these services, this could result in a shortage of space on these launch vehicles, which may cause delays in our ability to meet our customers’ needs. Additionally, a shortage of space available on launch vehicles may cause prices to increase or cause delays in our ability to meet our customers’ needs. Either of these situations could have a material adverse effect on our results of operations and financial condition.

10-KFY2026
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

A&D Components

Market spend (2023–2025)
$32.8B
Market spend (2020–2022)
$12.9B
Recent vs prior
+153%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

SIDU trades at a -28.2-turn discount to the A&D Components peer median of 24.6×.

EV / Revenue
25.4×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
24.6×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
34.2×9.3×1.8×$4.6B$3.3B
31.5×2.4×-0.9×$92.2B$1.4B
29.1×6.6×-0.8×$48.4BN/A
20.1×10.1×5.7×$9.5B$3.5B
19.5×3.0×1.9×$90.4BN/A
16.0×2.6×-0.1×$22.5B$13.4B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in A&D Components. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)72026-04-01
  • 10-Q (quarterly)132025-11-14
  • 8-K (event)652026-04-20
  • Proxy / DEF 14A122026-04-28
  • Activism (13D / DFAN / PREC)0N/A

Signals on file

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Sidus Space, Inc.: Issuer Brief | SE-Cluster