Planet Labs PBC

PL Industrials Aerospace & Defense

Planet Labs PBC’s revenue for fiscal 2026 (year ended January 2026) was $307.7 million, up 25.9% from fiscal 2025.

Revenue
+58.1%
EPS
+57.1%
Free cash flow
−48.6%

Quarter to July 2026, against a year earlier

12.36 0.99 +8.71%
Market cap
$4.1B
P/E
0.0×
Fwd P/E
−23.6×
Dividend yield
—
F-score
2/9
Altman Z
3.36
Beneish M
−4.57
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 43.15
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 2 3 — — 4 — — 6 — 2 3 —
Insider Ownership 20.49%

Capital & Financial Ratios $m

Size
Market Cap 4,140.00
Revenue ttm 378.28
Net income ttm (359.86)
Free cash flow ttm 19.87
Net debt Q (419.05)
Valuation
P/E 0.00
Forward P/E (23.60) (negative: loss-making)
Price / sales 10.90 (above 10: high)
Forward P/S Powerpack
Price / FCF 207.56
Price / book 7.31 (above 6: high)
Financial health
Current ratio Q 2.84 (at or above 1.5: strong)
Debt / equity Q 0.79
Interest coverage Q (9.39)
Growth
Revenue growth Q +58.14% (above 0%: growing)
Operating income growth Q +24.78% (above 0%: growing)
EPS, this year −34.16% (below 0%: weak)
EPS, next year A +126.07% (at or above 15%: strong)
Revenue, next year A +42.24% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +60.27% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/S against its own 10 years 74.60%
10-year low 10-year high
P/B against its own 10 years 69.78%
10-year low 10-year high
EV/Sales against its own 10 years 75.27%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 307 229 641 867
Receivables 43 56 84 60
Inventory — — 6 9
Other — — — —
370 302 775 999
2024 2025 2026 Q'26
Payables 3 3 11 10
ST’ Debt — — — —
Other 9 5 175 —
137 142 469 351

Compound Annual Growth %

10y 5y 3y
Sales — 22.15% 17.18%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 11.88% (31.10%)

Earnings Trends EPS, adjusted, against the consensus

EPS $

Apr Jul Oct Jan Year
’26 (0.40) (0.03) — — —
’26 (0.04) (0.07) (0.19) (0.48) (0.80)
’25 (0.10) (0.13) (0.07) (0.12) (0.42)
’24 (0.13) (0.14) (0.13) (0.11) (0.50)
’23 (0.17) (0.15) (0.15) (0.14) (0.61)
’22 (0.64) (0.44) (0.88) (0.26) (1.72)
’21 — — — — (2.87)
Fiscal quarters ending in the months shown.

Revenue $m

Apr Jul Oct Jan Year
’26 94 116 — — —
’26 66 73 81 87 308
’25 60 61 61 62 244
’24 53 54 55 59 221
’23 40 48 50 53 191
’22 32 30 32 37 131
’21 — — — — 113
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Apr Jul Oct Jan Year
’26 15 53 — — —
’26 17 68 29 21 134
’25 (4) (8) 4 (6) (14)
’24 (31) 10 (23) (7) (51)
’23 (7) (22) (30) (15) (74)
’22 4 (8) (18) (39) (42)
’21 — — — (4) (4)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Apr Jul Oct Jan Year
’26 (3) 24 — — —
’26 8 46 1 (2) 53
’25 (16) (24) (5) (19) (64)
’24 (38) (7) (32) (17) (93)
’23 (10) (27) (33) (17) (87)
’22 1 (11) (21) (45) (57)
’21 — — — (34) (34)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Jul ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue — — — 96 113 131 191 221 244 308 378 +21.5% 438 571 735 +33.7%
Gross margin, % — — — (6.95) 22.78 36.75 49.15 51.18 57.18 56.05 55.42 +63.0 pt
EBT — — — 0 (126) (135) (161) (140) (121) (242) (355) +646.5%
EBT margin, % — — — 0.00 (111.37) (102.90) (84.24) (63.30) (49.41) (78.71) (93.82) (78.7) pt
Net income — 0 — 0 (127) (137) (162) (141) (123) (247) (360) n/m
Per share, $
Per share, $ Revenue — — — 0.00 2.56 1.65 0.72 0.79 0.84 1.00 1.05 n/m
Earnings — — — 0.00 (2.87) (1.72) (0.61) (0.50) (0.42) (0.80) (1.10) +298.4%
Cash flow — — — 0.00 (0.09) (0.53) (0.28) (0.18) (0.05) 0.44 0.33 n/m
Capex — — — 0.00 (0.68) (0.19) (0.05) (0.15) (0.17) (0.26) (0.27) n/m
Free cash flow — — — 0.00 (0.77) (0.72) (0.32) (0.33) (0.22) 0.17 0.06 n/m
Book value — — — 0.00 2.43 8.14 2.16 1.85 1.51 0.61 1.57 +141.3%
Shares, m — — — 8 44 80 267 280 292 308 331 +85.7%
Valuation, ×
Valuation, × P/E — — — 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.0
P/S — — — 0.00 0.00 3.70 6.91 2.86 7.29 22.86 10.90 6.2
P/B — — — 15.40 15.40 0.75 2.30 1.22 4.04 37.33 7.31 10.9
EV/Sales — — — 0.00 0.00 1.21 5.63 2.21 7.03 22.25 9.82 5.5
EV/FCF — — — (6.32) (6.32) (1.99) (12.42) (5.25) (26.83) 129.53 186.88 10.1
Cash, $m
Cash, $m Operating cash flow — — — 0 (4) (42) (74) (51) (14) 134 118 n/m
Capex — — — (24) (30) (15) (13) (42) (50) (81) (98) +22.5%
Free cash flow — — — 0 (34) (57) (87) (93) (64) 53 20 n/m
Balance, $m
Balance, $m Working capital — — — 0 17 419 353 234 160 306 648 n/m
Net debt — — — — 93 (491) (409) (307) (229) (194) (419) n/m
Shareholders’ equity — — — 0 108 648 576 518 441 188 564 +347.1%
Returns, %
Returns, % ROA — — — (3.26) (63.65) (22.47) (20.58) (19.32) (18.45) (27.75) (33.83) (24.5) pt
ROIC — — — (3.71) (27.30) (50.82) (65.82) (50.34) (34.14) 0.00 (44.19) +3.7 pt
ROE — — — 0.00 (236.42) (36.29) (26.46) (25.68) (25.68) (78.40) (71.97) (78.4) pt
People
People Employees — — — 2 — 800 1,100 1,180 970 1,000 — +181.7%
Revenue/emp, $m — — — 0.00 0.00 0.16 0.17 0.19 0.25 0.31 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026 · fundamentals updated 2 Nov 2026

Planet Labs PBC vs peers in Aerospace & Defense (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
AVAV AeroVironment, Inc. $5.2B — (loss-making) 268× +5.68% (above 0%: growing) n/m +76.92% (above 0%: growing) 25.93% (2.26%) Compare
VSEC VSE Corporation $4.6B 60.0× 36.8× +65.04% (above 0%: growing) +513.33% (above 0%: growing) +217.04% (above 0%: growing) 17.02% 10.90% Compare
MDA MDA Space Ltd. $4.4B 45.6× 49.5× +33.44% (above 0%: growing) −12.34% (below 0%: shrinking) −1,555.78% (below 0%: shrinking) 25.25% 6.14% Compare
KRMN Karman Holdings Inc. $4.3B 111× 80.9× +58.18% (above 0%: growing) +120.00% (above 0%: growing) +17.67% (above 0%: growing) 42.97% 19.13% Compare
AIR AAR Corp. $4.2B 21.2× 19.7× +24.12% (above 0%: growing) +5.21% (above 0%: growing) +182.09% (above 0%: growing) 19.20% 7.85% Compare
PL Planet Labs PBC $4.1B — (loss-making) — (loss-making) +58.14% (above 0%: growing) n/m −48.55% (below 0%: shrinking) 56.55% (11.64%)
DPC DPC Holdings PLC $4.1B — — — n/m — 25.83% (44.73%) Compare
MRCY Mercury Systems Inc $4.0B — (loss-making) 152× +6.11% (above 0%: growing) −94.79% (below 0%: shrinking) −15.93% (below 0%: shrinking) 30.57% 4.99% Compare
MOG.B Moog Inc. $3.7B 27.0× — +15.16% (above 0%: growing) +153.97% (above 0%: growing) +67.52% (above 0%: growing) 31.10% 14.41% Compare
Median of peers $4.2B 45.6× 65.2× +24.12% +62.61% +67.52% 25.88% 7.00%

All 94 Aerospace & Defense stocks →

Pay and ownership Proxy statement filed 27 May 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 4.63m 58.35m 231.00
2025 4.75m 14.12m 56.43
2024 6.25m (38.59k) 20.91
2023 610.29k (351.77k) 45.79
2022 10.86m 6.87m 56.43
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Read the proxy statement

Planet Labs PBC (PL) Latest News

3 Nov

Impact 3 · · Trefis

20 Oct

19 Oct

15 Oct

12 Oct

Impact 4 · · Trefis

9 Oct

Impact 3 · · Insider Monkey

2 Oct

PL metrics, ten years each

stockrow.com/PL · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com