US · Industrials · Aerospace & Defense
EPS came in at 0.26 against a street estimate of 0.20 — a beat of 30.0%.
Analysts rate MDA Space Ltd. a strong buy (3 buy, 0 hold, 0 sell out of 3) with an average price target of $46.60.
CONFIDENT MDA raised FY26 guidance on 34% Q2 revenue growth. Announced $2B in acquisitions (Blue Canyon, CLS) expanding defense/geointelligence reach. Pro forma 2026 revenue $2.5B; expects 50% growth into 2027 driven by organic gains and M&A. Q2 2026 Geographic diversification accelerating; defense/sovereign programs across NATO-plus driving multi-continent growth via M&A and organic wins. Analysts pressed timing of U.S. defense upside (expect mid-late 2027), second-half deceleration (normal phasing, not demand issue), and ESCP-P size (larger than Telesat, timing TBD). Management affirmed no launch constraints, strong organic pipeline, and disciplined integration of acquisitions within existing leverage targets. 2026-08-07…
Full summary in the app.
| Fund | Stake |
|---|---|
| Connor Clark & Lunn Inv Mgmt Ltd | 4.77% |
| RIMA MANAGEMENT, LLC | 2.70% |
| Vanguard Capital Management, LLC | 2.41% |
| Capital Research & Mgmt Co - Division 3 | 2.08% |
| Van Eck Associates Corporation | 2.03% |
| FMR Inc | 2.00% |
| Federation des caisses Desjardins du Quebec | 1.74% |
| Royal Bank of Canada | 1.69% |
| Document | Date |
|---|---|
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Nine-month 2026 revenue was $1,460.8 million, up from $1,134.1 million in nine-month 2025. • Nine-month gross profit was $367.0 m | 2026-11-05 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • This Form 6-K filing is dated September 21, 2026 and includes a press release dated September 21, 2026 as Exhibit 99.1. • The fil | 2026-09-21 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue was $498.6 million, up 33.6% year over year from $373.3 million. • Adjusted EBITDA was $96.3 million, up 26.2%; a | 2026-08-07 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue was $498.6 million, up from $373.3 million in Q2 2025. • Six-month revenue was $962.7 million, up from $724.3 mil | 2026-08-07 |
| Current report (6-K) · Q3 2026 OTHER NOTABLE POINTS • MDA Space Ltd. filed a Form 6-K with the U.S. Securities and Exchange Commission for the month of August 2026. • The filing i | 2026-08-05 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.