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. In the quarter to July 2026, revenue grew 58.1%, EPS grew 57.1% and free cash flow fell 48.6%, each against the same quarter a year earlier. Revenue growth for five consecutive years, operating cash flow growth for three.

13.49 1.05 −7.22%
Market cap
$5.3B
P/E
0.0×
Fwd P/E
−70.7×
Dividend yield
—
F-score
2/9
Altman Z
3.36
Beneish M
−4.57
Dividend safety
n/a

Insider Decisions trades per month

Total sells 42.59
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell 1 2 3 — — 4 — — 6 — 2 2
Insider Ownership 20.83%

Capital & Financial Ratios $m

Market Cap 5,290.00
Revenue 378.28
Net Income (359.86)
Free Cash Flow 19.87
Net Debt (419.05)
Current Ratio 2.84 (at or above 1.5: strong)
Debt/Equity 0.79
P/E ratio 0.00
Fwd P/E (70.70) (negative: loss-making)
P/S ratio 12.82 (above 10: high)
P/B ratio 8.60 (above 6: high)
Past 5Y EPS Growth —
This Y EPS Growth (34.16%) (below 0%: weak)
Next Y EPS Growth 126.07% (at or above 15%: strong)
Next Y revenue growth 42.24% (at or above 10%: strong)
Next 5Y EPS Growth 60.27% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/S against its own 10 years 77.85%
10-year low 10-year high
P/B against its own 10 years 71.08%
10-year low 10-year high
EV/Sales against its own 10 years 77.51%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2023 Powerpack
2022 Powerpack
2021 Powerpack
special payouts not included in total or ratios

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%)

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.

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.

Target Price Range

Analyst price targets

Recommendation Rating

1.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 2027e 2028e 2029e
Price, $
Price, $ Low — — — — 5.81 3.70 2.04 1.67 2.79 13.33

Analyst estimates 2027–2029

Powerpack
High — — — — 12.15 7.52 5.18 4.99 20.99 51.76
People
People Employees — — — 2 — 800 1,100 1,180 970 1,000
Revenue/emp, $m — — — 0.00 0.00 0.16 0.17 0.19 0.25 0.31
Income, $m
Income, $m Revenue — — — 96 113 131 191 221 244 308
Gross margin, % — — — (6.95) 22.78 36.75 49.15 51.18 57.18 56.05
EBT — — — 0 (126) (135) (161) (140) (121) (242)
EBT margin, % — — — 0.00 (111.37) (102.90) (84.24) (63.30) (49.41) (78.71)
Net income — 0 — 0 (127) (137) (162) (141) (123) (247)
Depreciation — — — 79 65 48 43 48 46 42
Per share, $
Per share, $ Revenue — — — 0.00 2.56 1.65 0.72 0.79 0.84 1.00
Earnings — — — 0.00 (2.87) (1.72) (0.61) (0.50) (0.42) (0.80)
Cash flow — — — 0.00 (0.09) (0.53) (0.28) (0.18) (0.05) 0.44
Capex — — — 0.00 (0.68) (0.19) (0.05) (0.15) (0.17) (0.26)
Free cash flow — — — 0.00 (0.77) (0.72) (0.32) (0.33) (0.22) 0.17
Book value — — — 0.00 2.43 8.14 2.16 1.85 1.51 0.61
Shares, m — — — 8 44 80 267 280 292 308
Valuation, ×
Valuation, × P/E — — — 0.00 0.00 0.00 0.00 0.00 0.00 0.00
P/S — — — 0.00 0.00 3.70 6.91 2.86 7.29 22.86
P/B — — — 15.40 15.40 0.75 2.30 1.22 4.04 37.33
EV/Sales — — — 0.00 0.00 1.21 5.63 2.21 7.03 22.25
EV/FCF — — — (6.32) (6.32) (1.99) (12.42) (5.25) (26.83) 129.53
Cash, $m
Cash, $m Operating cash flow — — — 0 (4) (42) (74) (51) (14) 134
Capex — — — (24) (30) (15) (13) (42) (50) (81)
Free cash flow — — — 0 (34) (57) (87) (93) (64) 53
Balance, $m
Balance, $m Working capital — — — 0 17 419 353 234 160 306
Total debt — — — — 164 — — — — 447
Net debt — — — — 93 (491) (409) (307) (229) (194)
Shareholders’ equity — — — 0 108 648 576 518 441 188
Returns, %
Returns, % ROA — — — (3.26) (63.65) (22.47) (20.58) (19.32) (18.45) (27.75)
ROIC — — — (3.71) (27.30) (50.82) (65.82) (50.34) (34.14) 0.00
ROE — — — 0.00 (236.42) (36.29) (26.46) (25.68) (25.68) (78.40)
Negative figures in brackets.

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

Charts ten years each

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
SARO StandardAero, Inc. $7.0B 21.5× 21.8× +4.63% (above 0%: growing) +42.86% (above 0%: growing) +263.74% (above 0%: growing) 16.80% 10.53% Compare
HXL Hexcel Corporation $6.8B 45.1× 40.7× +8.04% (above 0%: growing) +282.35% (above 0%: growing) +625.00% (above 0%: growing) 26.09% 13.72% Compare
AVAV AeroVironment, Inc. $6.3B — (loss-making) 172× +5.68% (above 0%: growing) n/m +76.92% (above 0%: growing) 25.93% (2.26%) Compare
LOAR Loar Holdings Inc. $5.9B 86.4× 111× +39.36% (above 0%: growing) 0.00% +31.01% (above 0%: growing) 53.15% 24.39% Compare
PL Planet Labs PBC $5.3B — (loss-making) — (loss-making) +58.14% (above 0%: growing) n/m −48.55% (below 0%: shrinking) 56.55% (11.64%)
MRCY Mercury Systems Inc $4.7B — (loss-making) 239× +6.11% (above 0%: growing) −94.79% (below 0%: shrinking) −15.93% (below 0%: shrinking) 30.57% 4.99% Compare
VSEC VSE Corporation $4.5B 51.8× 43.0× +65.04% (above 0%: growing) +513.33% (above 0%: growing) +217.04% (above 0%: growing) 17.02% 10.90% Compare
KRMN Karman Holdings Inc. $4.5B 120× 108× +58.18% (above 0%: growing) +120.00% (above 0%: growing) +17.67% (above 0%: growing) 42.97% 19.13% Compare
BETA BETA Technologies, Inc. $4.4B — (loss-making) — (loss-making) +145.69% (above 0%: growing) n/m −87.68% (below 0%: shrinking) 54.72% (1,078.71%) Compare
Median of peers $5.3B 51.8× 108× +23.70% +81.43% +53.97% 28.33% 10.72%

All 82 Aerospace & Defense stocks →

Planet Labs PBC (PL) key facts

  • Strength: Planet Labs PBC’s revenue for fiscal 2026 (year ended January 2026) was $307.7 million, up 25.9% from fiscal 2025.
  • Planet Labs PBC (PL) is an Aerospace & Defense company in the Industrials sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, PL traded at $13.49, a market capitalization of $5.3 billion.
  • Return on equity was −78.4% and debt-to-equity 0.79.
  • Its Piotroski F-score is 2 out of 9 and its Altman Z-score is 3.36 (safe zone) for fiscal 2026.

Source: company filings (standardised) and stockrow calculations.

Planet Labs PBC (PL) Latest News

2 Oct

9 Sep

Impact 4 · transcript
stockrow.com/PL · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com