US · Industrials · Aerospace & Defense
EPS came in at 0.26 against a street estimate of 0.24 — a beat of 8.3%.
with an average price target of $46.84.
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 | 5.99% |
| RIMA MANAGEMENT, LLC | 2.94% |
| FMR Inc | 2.39% |
| Guardian Capital Inc | 2.20% |
| Vanguard Capital Management, LLC | 2.17% |
| Royal Bank of Canada | 2.12% |
| Capital Research & Mgmt Co - Division 3 | 2.08% |
| Federation des caisses Desjardins du Quebec | 1.67% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for MDA Space Ltd. — free to start.
Google PlayApp StoreData updated 2026-09-18.