#국방·안보 Analysis Reports
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Planet Labs PBC sells imagery and analytics data from Earth-observation satellites (PlanetScope, SkySat). In FY2026 (ended 2026-01-31), revenue reached $307.7 million (+26% YoY), and adjusted EBITDA turned positive for the first time (+$15.5 million). In the following Q1 FY2027 (ended 2026-04-30), revenue was $94 million (+42% YoY), with backlog of over $906 million (+72%) and remaining performance obligations (RPO) of $816 million (+81%). As of the reference date (2026-07-17), the closing price was $22.47, up +1.72% from the previous trading day ($22.09).
BWX Technologies reported Q2 2026 (announced 2026-08-03) revenue of 901.6 million USD (+18% YoY) and GAAP diluted EPS of 0.97 USD, with Government Operations accounting for 66.7% of revenue and Commercial Operations 33.6%. The same day, the company raised its full-year 2026 revenue outlook to approximately 3.80 billion USD and signed an agreement to divest more than an 80% stake in its medical and stable isotopes businesses to Nordic Capital for up to 800 million USD. As of Q2 2026, the backlog stood at 8.4 billion USD, up 40% year-over-year. The closing price was 169.9 USD as of 2026-08-07, up +1.92% from the prior day (166.7 USD).
Redwire Corp (NYSE: RDW) supplies space infrastructure components and defense technology (unmanned aerial systems). Following its acquisition of Edge Autonomy (approx. $925M) in June 2025, the company transitioned to a two-segment structure — Space and Defense Tech. FY2025 annual revenue was $335.4M (+10.3% year-over-year), but the company recorded a net loss of $(226.6)M, and auditor KPMG issued an adverse opinion on FY2025 internal control over financial reporting. Q1 2026 revenue was $97.0M (+57.9% year-over-year), below consensus estimates, while the contract backlog expanded to $498.1M (an all-time high).
Palantir Technologies reported FY2026 Q2 results after market close on 2026-08-03, posting revenue of $1.94 billion (+92.8% year-over-year). US commercial revenue was $764 million (+149%) and US government revenue was $809 million (+90%), and the company raised its FY2026 revenue guidance to $8.15–8.16 billion (from $7.65–7.66 billion previously). On the next trading day after the announcement, 2026-08-04, the stock closed at $162.66, up +29.45% from the previous close ($125.65), on volume of approximately 175.03 million shares. For full-year FY2025, the company posted revenue of $4.475 billion (+56%) and net income of $1.625 billion, continuing its profitable trend.
Standard Nuclear, Inc. (NYSE: STDN), an advanced TRISO nuclear fuel manufacturer headquartered in Oak Ridge, Tennessee, completed its initial public offering (IPO) on 2026-07-16 at $15.00 per share, raising approximately $150 million. On 2026-08-14, the company disclosed via SEC Form 8-K the appointment of Seth Cohen, former Chief Counsel for Nuclear Policy at the U.S. Department of Energy (DOE), as an independent director (effective 2026-08-12), expanding the board to five members. On the same date, the closing price rose +10.09% from the previous day to $13.31, with trading volume of 1,229,104 shares — approximately 1.20x the recent 20-day average volume (1,021,549 shares). As of 2026-03-31, the company disclosed a contracted backlog of up to $245 million and a qualified pipeline of approximately $986 million (S-1).
Archer Aviation is a California-based eVTOL aircraft manufacturer primarily developing the four-seat 'Midnight' aircraft; its 2026-08-14 closing price was $6.62 (-5.02% vs. previous day). Based on confirmed financial data, cumulative H1 2026 (through 2026-06-30) revenue was $0, operating loss was -$320.1 million, and net loss was -$299.4 million (SEC 10-Q, accession no. 0001824502-26-000059). On 2026-08-09, Archer entered a definitive equity purchase agreement to acquire 100% of Boeing subsidiaries Wisk Aero, SkyGrid, and Insitu entirely in stock and warrants, with Boeing set to acquire newly issued shares equal to 19.75% of shares outstanding immediately prior to closing (SEC 8-K, accession no. 0001104659-26-093056). FAA Type Certification was reported to have completed Phase 3 of a four-phase process (Archer IR, 2026-05-11).
Bitgwa Jeonja (069540) is an optical transceiver (optical module) manufacturer. It closed at KRW 2,225 on 2026-08-04 (+10.97% vs. the previous day, volume 7,686,853 shares). On a consolidated basis, FY2025 revenue was KRW 31.77bn (+75.2% YoY), but the company posted an operating loss of KRW 16.531bn (operating margin -52.0%) and a net loss of KRW 19.651bn, with an accumulated deficit of KRW 105.9bn (DART FY2025 business report, fiscal year-end 2025-12-31). From June 2024 to January 2026, the largest shareholder changed three times, in order: Lightron Holdings, K-Head Union, and BNS Union; the current largest shareholder, BNS Union, is a union in which KH Philux holds a 92.26% stake (DART shareholder status, as of 2026-03-31; Fieldnews). On 2026-08-04, the same day as the sharp price increase, the payment date for the 18th convertible bond (KRW 16.0bn) was scheduled, but no disclosure or news report explicitly identifying this as the direct cause of the surge has been confirmed.
Haein (003010) is a KOSPI-listed company founded in 1960 that serves as the official domestic dealer for global brands such as Caterpillar, operating across five segments: engines and generators, construction equipment, industrial/logistics equipment, parts and maintenance services, and renewable energy. The closing price on 2026-08-14 was KRW 9,690, a 52-week high, following two upper-limit days on the 7th and 14th of the month and a +19.39% surge on the 11th, prompting the Korea Exchange to give advance notice of short-term overheating designation on August 11. Per the 2026 semiannual report (cumulative, standalone basis), revenue was KRW 1,045.2 (100mn), operating profit KRW 84.1 (100mn), and net income KRW 100.6 (100mn); revenue declined for two consecutive years after peaking at KRW 2,760.8 (100mn) in 2023, while operating margin and net margin showed an improving trend.