3D-printed satellites · Space data services
Sidus Space
Sidus Space is a Florida micro-cap that designs and manufactures its 3D-printed LizzieSat satellite platform in-house. Revenue was $3.4 million in 2025 (down 28%) and fell further to $0.94 million in H1 2026 (down 37%), but April and May registered direct offerings raised $146.2 million, leaving $166.5 million of cash at end-June. Revenue is concentrated in a few customers. In 2025, CEO-owned affiliate Craig Technologies was 47% and Bechtel (NASA Mobile Launcher 2 cables) 14%; in H1 2026 the order was Teledyne Marine component supply at 20%, Craig 17% and Lonestar lunar and orbital data-storage payloads (a $120M total contract) 14%. Launch is secured through a five-mission SpaceX rideshare agreement.
Business categories Satellite & Space Systems · Space Infrastructure · primary
SIDU Updated Oct 9, 2026 6 AI consumers· 3 recurring
Per the valuechain.wiki graph, Sidus Space is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 7 companies within two hops; the links are backed by 12 dated sources, 4 of them primary filings (as of 2026-10-09).
Financials & Segments
- Total revenue · FY2025 revenue $3.4M (-28%) · H1 2026 $0.94M (-37%) · end-June cash $166.5M
- Customer concentration · 2025: Craig Technologies (related party) 47% · Bechtel 14% / H1 2026: Teledyne Marine 20% · Craig 17% · Lonestar 14%
- Segments · LizzieSat satellite manufacturing · Space data services (Orlaith AI) · Contract manufacturing (components, cables, cabinets)
Revenue from
- Lonestar Data Holdings High confidence· framework value $120M · 예비합의 · Preliminary lunar data-storage agreement value (LizzieSat-5 pathfinder separate, undisclosed)
Sidus designs, integrates and deploys Lonestar's high-capacity digital data-storage (StarVault) payloads on LizzieSat; Commercial Pathfinder Mission for LizzieSat-5 finalized 2025-10-27, later expanded. Separate $120M preliminary agreement for future lunar data-storage spacecraftConfirms EN PR Newswire Published Apr 15, 2026: Sidus Space Expands Existing Agreement with Lonestar Data Holdings to Support Additional StarVault Orbital Data Storage PayloadConfirms EN Sidus Space IR Published Oct 27, 2025: Sidus Space Finalizes Commercial Pathfinder Mission Agreement with Lonestar for LizzieSat-5 Mission - Craig Technologies (관계사, CEO 소유) High confidence· Revenue share 47% · FY2025 · Craig Technologies share of Sidus FY2025 total revenue ($3.4M) per the 10-K (8% in 2024); 17% in H1 2026
Related-party revenue subcontracted from Craig Technical Consulting (d/b/a Craig Technologies), solely owned by CEO Carol Craig. Government work such as building U.S. Navy propulsion trainers (about $2M) flows through CTC. It was the largest customer at 47% of FY2025 revenue, but fell to 17% in H1 2026 (9% in Q2), while CTC still accounted for 79% of receivables at end-June 2026. The office sublease and past loans are also related-party dealings with CTC. - Teledyne Marine (Teledyne Technologies) High confidence· Revenue share 20% · 2026 상반기 · Teledyne Marine share of Sidus H1 total revenue ($0.94M) per the 10-Q customer-concentration table (Q2 alone 19%)
Contract-manufacturing revenue from supplying machined and assembled components to Teledyne Marine, Teledyne's marine instrumentation and subsea group. A first two-year master supply agreement (MSA) in July 2019 and a two-year product pricing agreement (PPA) in September 2021 were followed by a July 2022 scope expansion to the Massachusetts facility (Texas and Florida continue). It became the largest customer at 20% of H1 2026 revenue (19% in Q2), up from below 10% a year earlier.Confirms EN SatNews Published Jul 21, 2022: Sidus Space expands relationship and deliverables to Teledyne TechnologiesConfirms EN Sidus Space IR Published Jul 19, 2022: Sidus Space Expands Relationship and Increases Deliverables to Teledyne Technologies - Bechtel (NASA Mobile Launcher 2) High confidence· Revenue share 14% · FY2025 · Bechtel share of Sidus FY2025 total revenue per the 10-K (40% in 2024); shrank to 4% in H1 2026 as ML2 cable deliveries wound down
As Bechtel subcontractor, Sidus fabricates custom cables and populates electronics cabinets for NASA's Mobile Launcher 2 (Artemis SLS ground launch platform); initial award Jan 2023, additional award Dec 2023, cabinets delivered thereafterConfirms EN SatNews Published Dec 8, 2023: Sidus Space awarded additional Bechtel Cable Assembly contract for Mobile Launcher 2Confirms EN Sidus Space IR Published Jan 3, 2023: Sidus Space Awarded Bechtel Cable Assembly Contract for Mobile Launcher 2 - NASA (Stennis ASTRA) Medium confidence
Sidus hosted/executed NASA Stennis Space Center's first in-flight autonomous systems software mission (ASTRA) on LizzieSat-1 and secured a follow-on ASTRA contract; NASA is a key government customerConfirms EN U.S. SEC (EDGAR) Published Apr 1, 2026: Sidus Space Reports Full-Year 2025 Financial Results (8-K Exhibit 99.1)Mentions EN Sidus Space IR Published Mar 5, 2024: Sidus Space Receives Signals from LizzieSat after Successful Launch and Deployment on the SpaceX Transporter-10 Rideshare Mission
Pays to
- SpaceX High confidence
Multi-launch agreement with SpaceX for five LizzieSat rideshare missions; LizzieSat-1 launched/deployed via SpaceX Transporter-10 (Falcon 9) on 2024-03-04, later LizzieSats also use SpaceX Transporter missions, launch services are a Sidus cost inputConfirms EN Sidus Space IR Published Mar 5, 2024: Sidus Space Receives Signals from LizzieSat after Successful Launch and Deployment on the SpaceX Transporter-10 Rideshare MissionConfirms EN Exolaunch Published Dec 9, 2022: Sidus Space Selects Exolaunch for LizzieSat Deployment During LizzieSat Rideshare Missions with SpaceX - Exolaunch Medium confidence
Sidus adopted Exolaunch's CarboNIX deployment system for LizzieSat separation across five missions; Exolaunch is a deployment hardware/service supplier and thus a Sidus cost inputConfirms EN Exolaunch Published Dec 9, 2022: Sidus Space Selects Exolaunch for LizzieSat Deployment During LizzieSat Rideshare Missions with SpaceX
Investors
- Craig Technical Consulting (CTC, 클래스B 보유) High confidence· shares held 100,000 Class B 주식(주당 10표) · 2026-04-28 기준일 · 100,000 Class B shares held by CTC (1M votes, a minority against 80.76M Class A shares)
Sidus began as a subsidiary of Craig Technical Consulting (CTC) before its 2021 IPO. CTC holds 100,000 Class B shares (10 votes each) and CEO Carol Craig solely owns CTC. After the April and May 2026 registered direct offerings ($146.2M net) expanded the Class A count, that voting weight was diluted to roughly 1%.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Lockheed Martin | lead2 | +3.2 | +40.5 | -4.3 | +10 | +2.5 | +10.6 |
| Kratos Defense | lead2 | -29.3 | -46.8 | +96.6 | +30 | +187.8 | -37 |
| AeroVironment | lead2 | -28.6 | +38.1 | +47.1 | +22.1 | +57.2 | -40.2 |
| Teledyne Technologies | lead1 | +11.5 | -8.5 | +11.6 | +4 | +10 | +20.2 |
| Sidus Space | node | · | · | -91.9 | -44.4 | -35.9 | -50.6 |
| SpaceX | benef1 | · | · | · | · | · | +0.7 |
| STMicroelectronics | benef2 | +32.4 | -26.8 | +41.7 | -49.7 | +5.3 | +102.2 |
| EchoStar Corporation | benef2 | +24.4 | -36.7 | -0.7 | +38.2 | +374.7 | -17.4 |
YTD as of 2026-10-09 · source: Yahoo Finance
Sidus Space operates across NASDAQ, 3D-printed satellites, space-data micro-cap. It remained weak at -35.9% in 2025 and -34.1% in 2026. The supply side (avg +0.7%) leads the stock (-34.1%), with spending rippling down to suppliers first. Revenue comes from Lonestar's lunar and orbital data-storage payloads (a $120M preliminary agreement), NASA Mobile Launcher 2 cabling as a Bechtel subcontractor, and NASA Stennis's autonomous-systems mission, with launch secured via a five-mission SpaceX rideshare agreement.
Analysis generated from returns as of 2026-09-04Analyses covering this node
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