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TickerSPAI
SectorAerospace & Defense
Mkt cap$70M
EV / EBITDAN/A
PostureHigh Velocity
Composite64/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 2011208

Safe PRO Group Inc.

SPAIHIGH VELOCITYFILING INTENSITY

Safe PRO Group Inc. reads as High Velocity (composite 64/100); pressure / disclosure signals dominate the posture this cycle · primary market A&D Components.

Lens

Disclosed M&A capital (2023–2025)

$2.2B

new

vs N/A in 2020–2022

Disclosed transactions

2

new

1/3 active fiscal years in window

Buyer archetype

Transformational Buyer

Episodic but very large disclosed transactions drive the profile.

Composite score

64

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$607K
EBITDAN/A
Enterprise value$53M
EV / Revenue87.7×
EV / EBITDAN/A
P/EN/A
Cash$17M
Total debt$146K
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

37/100

Companies actively deploying disclosed capital into M&A

  • $2.2B disclosed buyer spend

Buyer Cadence

14/100

Buyer-side companies with recent filing activity

  • Filed within 40d
  • 13 8-Ks

Target Probability

16/100

Issuers showing target-side patterns from filings

  • 3 activism filings

Spin/Carve

0/100

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

  • 3 activism filings

Pressure Watch

32/100

Issuers facing activism, governance, or control pressure

  • 3 activism filings
  • Latest activism 1.7y ago

Distress Watch

40/100

Issuers showing financial-distress filing patterns

  • 10-Q 207d stale
  • 3 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
64/100

Issuers with the highest filing-activity intensity

  • 13 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $53M
  • 10-Q 207d ago
  • 1 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $2,186M · Peak count: 2

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/AN/AN/AN/A
20242$2.2B$1.1BN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ 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

SPAI trades at a -28.4-turn discount to the A&D Components peer median of 24.6×.

EV / Revenue
87.7×
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

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ 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)32026-04-30
  • 10-Q (quarterly)52025-11-14
  • 8-K (event)132026-04-03
  • Proxy / DEF 14A22025-04-30
  • Activism (13D / DFAN / PREC)32024-09-11

Signals on file

  • elevated

    Activism on file

    2024-09-11

    3 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

§ 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.