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TickerTalks›$MDA
MDMDA

MDA Space Ltd

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$MDA·$4.6B·Aerospace & Defense·Industrials
$28.21-1.6%1Y+6.2%
Price updated 7m ago·X counts updated 5d ago
MDMDA
$MDAMDA Space Ltd
$28.21-1.60%43 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MDA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

43X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $MDA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 85% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-11

MDA Space is bullish on X — customer validation with NOC, UK space agency's £7.8bn strategy boost, and Europe space-industry push (Isar rocket from Norway). Top-3 portfolio position after restructuring alongside TRT; multi-layer Tactical AI satellite architecture context.

Read what X is saying about $MDA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MDA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

MDA Space with 37% revenue growth plus Chorus platform launch — the European space-industry push gives real forward optionality.

MDA Space is a Canadian space-infrastructure company — satellites, robotics, and defense-adjacent space systems. The 2026 story is operational-growth meeting specific customer and sovereign-space-strategy validation.

  • The P&L is firing: Q2 revenue grew 37% YoY to $334M at a 7% operating margin and $0.17 EPS, with trailing EPS beats of 8.3% and 21.7% — these are the kinds of surprises on a specialty-aerospace company that reflect operating leverage from scaling production.
  • The specific validation stack is substantive: Northrop Grumman customer validation, the UK space agency's £7.8B strategy boost, Isar rocket from Norway, and the newly announced MDA Chorus end-to-end product portfolio ahead of a constellation launch — these are convergent operational and policy signals.

The short-interest rising 53.8% is an honest contrarian flag. At Nov 6 earnings, a clean revenue beat with named additional customers plus Chorus launch commentary is the trigger; a Chorus-launch delay or any customer-concentration-related reset is the invalidation.

Agrees with X sentimentThe Northrop customer validation and the UK/Europe sovereign-space-strategy backdrop are specific grounded datapoints. The 53.8% short-interest-rise is honest contrarian flag — this is a hot-sector name with real short interest, so sizing matters.

What to watch: Nov 6 Q3 earnings — revenue growth, Chorus launch timeline, named customer additions, operating margin direction, and FY27 guide. Chorus launch plus named customers is the trigger; delay is the invalidation.

On the calendar: 2026-11-06 — Q3 earnings

event ahead 30dspace infra

Read the AI verdict on $MDA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds satellite systems, autonomous robotics (Canadarm program), and geospatial intelligence solutions for the space industry.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $MDA.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $MDA

Neutral — Builds satellite systems, autonomous robotics (Canadarm program), and geospatial intelligence solutions for the space industry.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
65.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 7, 2026$0.26$0.24+8.3%
Q1 2026May 7, 2026$0.28$0.23+21.7%
Q4 2025Mar 4, 2026$0.33$0.29+13.4%
Q3 2025Nov 14, 2025$0.25$0.24+5.1%
Next earningsFri, Nov 6·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$333.7M+36.8%18.1%7.0%$0.17$-4.5M
Q4 FY25$363.4M+50.9%19.2%6.4%$0.14$11.7M
Q3 FY25$294.2M+41.0%19.0%3.9%$0.14$-12.2M
Q2 FY25$274.2M+55.1%22.3%10.3%$0.16$4.3M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B$0.93$0.88 – $0.9711
FY27$1.9B$1.9B – $2.0B$1.27$1.15 – $1.5810
FY28$2.1B$2.0B – $2.2B$1.45$1.33 – $1.569
FY29$1.8B$1.8B – $1.9B$1.29$1.23 – $1.344
FY30$2.0B$2.0B – $2.1B$1.47$1.40 – $1.534

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 149.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13DActivist position (5%+)Oct 14SC 13D
+ 23 other (16 6-Ks · 3 13Gs · 2 SUPPLs · 1 F-X) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

49NORTH AWARDS CONTRACT TO TERRASENSE ANALYTICS-LED AIRBORNE SENSING LAB IN SUPPORT OF CANADA'S CQ-9B GUARDIAN REMOTELY PILOTED AIRCRAFT SYSTEM PROJECTprnewswire.com·1d agoMDA SPACE TO HOLD ITS THIRD QUARTER 2026 EARNINGS CONFERENCE CALL ON NOVEMBER 5, 2026prnewswire.com·1d agoCSG Buys Largest Stake in Canada's MDA Space to Enter Space Sectorwsj.com·4d agoCSG enters space sector as largest shareholder in Canada's MDA Spacereuters.com·4d agoHead-To-Head Survey: Firefly Aerospace (NASDAQ:FLY) & MDA Space (NYSE:MDA)defenseworld.net·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyRobotics & Humanoids

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Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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