HawkEye 360 Inc 2026年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June30, 2026 or For the transition period from ___________ to ___________Commission File Number: 001-43266______________________ HawkEye 360, Inc.(Exact name of registrant as specified in its charter) ______________________ (Zip Code) (571)203-0360(Registrant’s telephone number, including area code) N/A(Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities ExchangeAct of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subjectto such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required tosubmit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of August 10, 2026, the registrant had 97,965,552 shares of common stock, $0.0001 par value per share, outstanding. HawkEye 360, Inc. and Subsidiaries.QUARTERLY REPORT ON FORM 10-QTable of Contents PART I.FINANCIAL INFORMATION Item 1.Financial Statements (Unaudited)4Condensed Consolidated Balance Sheets (Unaudited)4Condensed Consolidated Statements of Operations(Unaudited)5Condensed Consolidated Statements of Comprehensive Income(Loss)(Unaudited)7Condensed Consolidated Statements of Mezzanine Equity and Stockholders’Equity (Deficit)(Unaudited)8Condensed Consolidated Statements of Cash Flows (Unaudited)10Notes to Condensed Consolidated Financial Statements (Unaudited)11Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations35Item 3.Quantitative and Qualitative Disclosures About Market Risk53Item 4.Controls and Procedures53 PART II.OTHER INFORMATION Item 1.LegalProceedings54Item 1A.Risk Factors54Item 2.Unregistered Sales of Equity Securities and Use of Proceeds103Item 3.Defaults Upon Senior Securities104Item 4.Mine Safety Disclosures104Item 5.Other Information104Item 6.Exhibits106Signatures108 Cautionary Note Regarding Forward-Looking Statements This Quarterly Report on Form 10-Q of HawkEye 360, Inc. (the “Company”) contains forward-looking statements. All statementscontained in this Quarterly Report on Form 10-Q other than statements of historical fact, including statements regarding our futureresults of operations and financial condition, our business strategy and plans, market growth, and our objectives for future operations,are forward-looking statements. In some cases, you can identify forward-looking statements by terms such as “anticipate,” “believe,”“could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would” or thenegative of these terms or other similar expressions intended to identify statements about the future. These forward-looking statementsinclude, but are not limited to, statements concerning the following: •our expectations regarding financial condition or results of operations, including our expectations regarding revenue, cost ofsales and operating expenses, and our ability to achieve and maintain profitability;•our future sources of and needs for liquidity and capital resources;•our expectations regarding the size and growth of the market for our products and services;•our business strategies and our ability to grow our business;•our ability to continue to successfully design, build, and operate our satellites and payloads;•our expectations regarding the growth of the global radio frequency exploitation market and increasing demand for space-based signals intelligence;•our ability to enhance existing or develop new products and services and the impact of any such enhancements ordevelopments;•our ability to improve and expand our operations and information systems;•our ability to realize the anticipated benefits from integrating our bu