{"slug":"sidus-space","name":"사이더스 스페이스","name_en":"Sidus Space","ticker":"SIDU","updated_at":"2026-07-12T04:11:30.739+00:00","canonical":"https://valuechain.wiki/sidus-space","same_as":["https://finance.yahoo.com/quote/SIDU","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1879726"],"citable":"밸류체인 그래프 기준 사이더스 스페이스의 직접 연결 기업은 1곳(관계 기준 공급 1·매출 0)이고, 사슬을 2차까지 넓히면 2곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Sidus Space is directly linked to 1 companies (1 supply, 0 revenue relationships) and reaches 2 companies within two hops; the links are backed by 7 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"나스닥 · 3D프린팅 위성 · 우주 데이터 소형주","kicker_en":"NASDAQ · 3D-printed satellites · space-data micro-cap","lead":"사이더스 스페이스는 3D프린팅 위성 플랫폼 LizzieSat을 자체 설계·제조하는 플로리다의 소형 우주 기업이다. 2025년 매출은 340만 달러(-28%)로 작고 순손실 2,950만 달러가 이어져, 계약 제조에서 위성 데이터 서비스 모델로 전환 중이다. Lonestar의 달·궤도 데이터저장 페이로드(예비합의 1억2천만 달러), Bechtel 하청의 NASA 모바일런처2 케이블, NASA Stennis의 자율시스템 미션이 매출원이고, 발사는 SpaceX 라이드셰어 5회 다중 계약으로 확보했다.","lead_en":"Sidus Space is a Florida micro-cap that designs and manufactures its 3D-printed LizzieSat satellite platform in-house. FY2025 revenue was a small $3.4 million (down 28%) with a $29.5 million net loss as it pivots from contract manufacturing to satellite data services. Revenue comes from Lonestar's lunar and orbital data-storage payloads (a $120M preliminary agreement), NASA Mobile Launcher 2 cabling as a Bechtel subcontractor, and NASA Stennis's autonomous-systems mission, with launch secured via a five-mission SpaceX rideshare agreement.","segments":{"parts":[{"desc":"자체 3D프린팅 위성 플랫폼 — 계약 제조에서 데이터 서비스로 전환 중.","name":"LizzieSat 위성 제조"},{"desc":"위성 데이터·AI(Orlaith) 서비스 — 전환 목표 모델.","name":"우주 데이터 서비스 (Orlaith AI)"},{"desc":"NASA ML2 케이블·전자 캐비닛(Bechtel 하청) 등 우주 하드웨어.","name":"우주 하드웨어 제작 (케이블·캐비닛)"}],"total":"FY2025 매출 $3.4M (-28%)","concentration":"소수 정부·상업 계약 집중(개별 비중 비공개)"},"segments_en":{"parts":[{"desc":"In-house 3D-printed satellite platform — pivoting from contract manufacturing to data services.","name":"LizzieSat satellite manufacturing"},{"desc":"Satellite-data and AI (Orlaith) services — the target model of the pivot.","name":"Space data services (Orlaith AI)"},{"desc":"Space hardware such as NASA ML2 cables and electronics cabinets (as a Bechtel subcontractor).","name":"Space hardware fabrication (cables, cabinets)"}],"total":"FY2025 revenue $3.4M (-28%)","concentration":"Concentrated in a few government and commercial contracts (shares undisclosed)"},"returns_yearly":{"2023":-91.9,"2024":-44.4,"2025":-35.9,"2026":-31.2},"return_asof":"2026-07-10","value_chain":{"leading":[],"benefiting":[{"slug":"spacex","name":"스페이스X","name_en":"SpaceX","tier":1,"returns_yearly":{"2026":0.7}},{"slug":"stmicroelectronics","name":"ST마이크로일렉트로닉스","name_en":"STMicroelectronics","tier":2,"returns_yearly":{"2021":32.4,"2022":-26.8,"2023":41.7,"2024":-49.7,"2025":5.3,"2026":176.6}},{"slug":"cohu","name":"코후","name_en":"Cohu","tier":3,"returns_yearly":{"2021":-0.2,"2022":-15.9,"2023":10.4,"2024":-24.6,"2025":-12.8,"2026":141.4}},{"slug":"wolfspeed","name":"울프스피드","name_en":"Wolfspeed","tier":3,"returns_yearly":{"2026":102.7}},{"slug":"cadence","name":"Cadence Design Systems","name_en":"Cadence Design Systems","tier":3,"returns_yearly":{"2021":36.6,"2022":-13.8,"2023":69.6,"2024":10.3,"2025":4,"2026":22.9}},{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","tier":3,"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":-5.2}}],"analysis":"자체 설계·제조한 3D프린팅 위성 LizzieSat을 축으로 계약 제조에서 위성 데이터 서비스로 전환 중인 플로리다 소형 우주 기업이다. 2025년 매출은 340만 달러(-28%)에 그치고 순손실 2,950만 달러가 이어져, 아직 규모와 수익성 모두 초기 단계다. 매출원은 Lonestar 달·궤도 데이터저장 페이로드(예비합의 1.2억 달러)·NASA ML2 케이블(Bechtel 하청)·NASA Stennis ASTRA 미션이고, 발사는 SpaceX 라이드셰어 5회 다중 계약으로 확보했다. 관전 포인트는 데이터 서비스 모델 전환과 Lonestar 예비합의의 본계약 전환 여부이며, 그래프상 상류는 SpaceX·Exolaunch(발사·전개), 하류는 NASA·Lonestar 등 소수 정부·상업 고객이다.","analysis_en":"A Florida micro-cap space company pivoting from contract manufacturing to satellite data services around its in-house 3D-printed LizzieSat platform. FY2025 revenue was just $3.4M (-28%) with a $29.5M net loss — still early in both scale and profitability. Revenue comes from Lonestar's lunar/orbital data-storage payloads (a $120M preliminary agreement), NASA ML2 cabling (as a Bechtel subcontractor) and NASA Stennis's ASTRA mission, with launch secured via a five-mission SpaceX rideshare agreement. The watch points are the shift to a data-services model and whether the Lonestar preliminary agreement converts to a firm contract; upstream on the graph are SpaceX and Exolaunch (launch/deployment) and downstream are a few government and commercial customers like NASA and Lonestar.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"Lonestar Data Holdings","counterparty_slug":null,"confidence":"high","metric":{"type":"framework_value","unit":"USD million","as_of":"2025-10-27","basis":"달 데이터저장 우주선 예비합의 총액(LizzieSat-5 파스파인더는 별도·금액 비공개)","value":120,"period":"예비합의","basis_en":"Preliminary lunar data-storage agreement value (LizzieSat-5 pathfinder separate, undisclosed)"},"note":"Sidus가 Lonestar의 고용량 디지털 데이터 저장 페이로드(StarVault)를 LizzieSat 위성에 설계·통합·배치. 2025-10-27 LizzieSat-5 상업 파스파인더 미션 계약 확정, 이후 페이로드 추가 확대. 별도로 미래 달 데이터저장 우주선용 1.2억 달러 규모 예비합의 존재","note_en":"Sidus designs, integrates and deploys Lonestar's high-capacity digital data-storage (StarVault) payloads on LizzieSat; Commercial Pathfinder Mission for LizzieSat-5 finalized 2025-10-27, later expanded. Separate $120M preliminary agreement for future lunar data-storage spacecraft","sources":[{"stance":"confirms","publisher":"PR Newswire","publisher_en":"PR Newswire","kind":"news","lang":"en","published_at":"2026-04-15","url":"https://www.prnewswire.com/news-releases/sidus-space-expands-existing-agreement-with-lonestar-data-holdings-inc-to-support-additional-starvault-orbital-data-storage-payload-302742788.html","title":"Sidus Space, Lonestar와의 기존 계약 확대—StarVault 궤도 데이터 저장 페이로드 추가 지원","title_en":"Sidus Space Expands Existing Agreement with Lonestar Data Holdings to Support Additional StarVault Orbital Data Storage Payload","excerpt":"Sidus Space is currently building the first StarVault payload, which is scheduled to launch aboard LizzieSat-4; the amendment expands the scope of Sidus' work under its ongoing partnership with Lonestar.","excerpt_en":"Sidus Space is currently building the first StarVault payload, which is scheduled to launch aboard LizzieSat-4; the amendment expands the scope of Sidus' work under its ongoing partnership with Lonestar."},{"stance":"confirms","publisher":"Sidus Space IR","publisher_en":"Sidus Space IR","kind":"ir","lang":"en","published_at":"2025-10-27","url":"https://investors.sidusspace.com/news-events/press-releases/detail/258/sidus-space-finalizes-commercial-pathfinder-mission","title":"Sidus Space, Lonestar와 LizzieSat-5 상업 파스파인더 미션 계약 확정","title_en":"Sidus Space Finalizes Commercial Pathfinder Mission Agreement with Lonestar for LizzieSat-5 Mission","excerpt":"Sidus will design, develop, and integrate one Lonestar payload onto LizzieSat-5, along with arranging deployment and payload commissioning in coordination with Lonestar.","excerpt_en":"Sidus will design, develop, and integrate one Lonestar payload onto LizzieSat-5, along with arranging deployment and payload commissioning in coordination with Lonestar."}]},{"direction":"revenue","counterparty":"Bechtel (NASA 모바일런처2)","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"Bechtel의 하청으로 NASA Mobile Launcher 2(Artemis SLS 지상 발사 플랫폼)용 맞춤 케이블 제작 및 발사관제·지상특수전력 서브시스템용 전자 캐비닛 제작·납품. 2023-01 최초 계약, 2023-12 추가 계약, 이후 캐비닛 납품 완료","note_en":"As Bechtel subcontractor, Sidus fabricates custom cables and populates electronics cabinets for NASA's Mobile Launcher 2 (Artemis SLS ground launch platform); initial award Jan 2023, additional award Dec 2023, cabinets delivered thereafter","sources":[{"stance":"confirms","publisher":"SatNews","publisher_en":"SatNews","kind":"news","lang":"en","published_at":"2023-12-08","url":"https://news.satnews.com/2023/12/08/sidus-space-awarded-additional-bechtel-cable-assembly-contract-for-mobile-launcher-2/","title":"Sidus Space awarded additional Bechtel Cable Assembly contract for Mobile Launcher 2","title_en":"Sidus Space awarded additional Bechtel Cable Assembly contract for Mobile Launcher 2","excerpt":"Sidus Space has been selected by Bechtel to manufacture additional cables in support of the NASA Mobile Launcher 2 contract for the Artemis missions.","excerpt_en":"Sidus Space has been selected by Bechtel to manufacture additional cables in support of the NASA Mobile Launcher 2 contract for the Artemis missions."},{"stance":"confirms","publisher":"Sidus Space IR","publisher_en":"Sidus Space IR","kind":"ir","lang":"en","published_at":"2023-01-03","url":"https://investors.sidusspace.com/news-events/press-releases/detail/69/sidus-space-awarded-bechtel-cable-assembly-contract-for","title":"Sidus Space, Mobile Launcher 2용 Bechtel 케이블 어셈블리 계약 수주","title_en":"Sidus Space Awarded Bechtel Cable Assembly Contract for Mobile Launcher 2","excerpt":"Sidus Space, Inc. (NASDAQ:SIDU) has been selected by Bechtel Corporation to manufacture cables for the NASA Mobile Launcher 2 project, fabricating custom cables and populating unique electronics cabinets supporting the launch control subsystem and ground special power subsystems.","excerpt_en":"Sidus Space, Inc. (NASDAQ:SIDU) has been selected by Bechtel Corporation to manufacture cables for the NASA Mobile Launcher 2 project, fabricating custom cables and populating unique electronics cabinets supporting the launch control subsystem and ground special power subsystems."}]},{"direction":"cost","counterparty":"SpaceX","counterparty_slug":"spacex","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"SpaceX와 5회 LizzieSat 라이드쉐어 발사 다중 계약. LizzieSat-1은 2024-03-04 SpaceX Transporter-10(Falcon 9, Vandenberg) 라이드쉐어로 발사·전개. 후속 LizzieSat도 SpaceX Transporter 미션 이용. 발사 서비스는 Sidus의 비용처","note_en":"Multi-launch agreement with SpaceX for five LizzieSat rideshare missions; LizzieSat-1 launched/deployed via SpaceX Transporter-10 (Falcon 9) on 2024-03-04, later LizzieSats also use SpaceX Transporter missions, launch services are a Sidus cost input","sources":[{"stance":"confirms","publisher":"Sidus Space IR","publisher_en":"Sidus Space IR","kind":"ir","lang":"en","published_at":"2024-03-05","url":"https://investors.sidusspace.com/news-events/press-releases/detail/167/sidus-space-receives-signals-from-lizziesat-after","title":"Sidus Space, SpaceX Transporter-10 발사 후 LizzieSat 신호 수신","title_en":"Sidus Space Receives Signals from LizzieSat after Successful Launch and Deployment on the SpaceX Transporter-10 Rideshare Mission","excerpt":"...it received multiple signals from its LizzieSat satellite after launch and deployment to low Earth orbit as part of SpaceX's Transporter-10 Rideshare mission on March 4, 2024 from Space Launch Complex 4 East at Vandenberg Space Force Base in California.","excerpt_en":"...it received multiple signals from its LizzieSat satellite after launch and deployment to low Earth orbit as part of SpaceX's Transporter-10 Rideshare mission on March 4, 2024 from Space Launch Complex 4 East at Vandenberg Space Force Base in California."},{"stance":"confirms","publisher":"Exolaunch","publisher_en":"Exolaunch","kind":"news","lang":"en","published_at":"2022-12-09","url":"https://www.exolaunch.com/news_82.html","title":"Sidus Space, LizzieSat SpaceX 라이드쉐어 전개에 Exolaunch 선정","title_en":"Sidus Space Selects Exolaunch for LizzieSat Deployment During LizzieSat Rideshare Missions with SpaceX","excerpt":"Sidus signed a multi-launch agreement with SpaceX for five LizzieSat rideshare missions, and chose Exolaunch's CarboNIX deployment system for LizzieSat separation from the launch vehicle for those five missions.","excerpt_en":"Sidus signed a multi-launch agreement with SpaceX for five LizzieSat rideshare missions, and chose Exolaunch's CarboNIX deployment system for LizzieSat separation from the launch vehicle for those five missions."}]},{"direction":"revenue","counterparty":"NASA (Stennis ASTRA)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"NASA Stennis Space Center의 첫 궤도상 자율시스템 소프트웨어 미션(ASTRA)을 LizzieSat-1에 탑재·수행. 1차 목표 달성 후 추가 ASTRA 지원 후속 계약 확보. NASA는 Sidus의 주요 정부 고객(ML2 하청 및 SBIR 등 포함)","note_en":"Sidus hosted/executed NASA Stennis Space Center's first in-flight autonomous systems software mission (ASTRA) on LizzieSat-1 and secured a follow-on ASTRA contract; NASA is a key government customer","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"U.S. SEC (EDGAR)","kind":"filing","lang":"en","published_at":"2026-04-01","url":"https://www.sec.gov/Archives/edgar/data/1879726/000149315226014511/ex99-1.htm","title":"Sidus Space 2025 연간 실적 발표 (8-K 첨부 99.1)","title_en":"Sidus Space Reports Full-Year 2025 Financial Results (8-K Exhibit 99.1)","excerpt":"Total revenue for the twelve months ending December 31, 2025, was approximately $3.4 million, a decrease of approximately $1.3 million or 28% compared to total revenue for the twelve months ended December 31, 2024.","excerpt_en":"Total revenue for the twelve months ending December 31, 2025, was approximately $3.4 million, a decrease of approximately $1.3 million or 28% compared to total revenue for the twelve months ended December 31, 2024."},{"stance":"mentions","publisher":"Sidus Space IR","publisher_en":"Sidus Space IR","kind":"ir","lang":"en","published_at":"2024-03-05","url":"https://investors.sidusspace.com/news-events/press-releases/detail/167/sidus-space-receives-signals-from-lizziesat-after","title":"Sidus Space, SpaceX Transporter-10 발사 후 LizzieSat 신호 수신","title_en":"Sidus Space Receives Signals from LizzieSat after Successful Launch and Deployment on the SpaceX Transporter-10 Rideshare Mission","excerpt":"LizzieSat carries NASA Stennis Space Center's first-ever in-flight autonomous systems software mission.","excerpt_en":"LizzieSat carries NASA Stennis Space Center's first-ever in-flight autonomous systems software mission."}]},{"direction":"cost","counterparty":"Exolaunch","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"Sidus는 LizzieSat의 발사체 분리를 위해 Exolaunch의 CarboNIX 전개 시스템을 5개 미션에 채택. 위성 전개 하드웨어·서비스 공급사로서 Sidus의 비용처","note_en":"Sidus adopted Exolaunch's CarboNIX deployment system for LizzieSat separation across five missions; Exolaunch is a deployment hardware/service supplier and thus a Sidus cost input","sources":[{"stance":"confirms","publisher":"Exolaunch","publisher_en":"Exolaunch","kind":"news","lang":"en","published_at":"2022-12-09","url":"https://www.exolaunch.com/news_82.html","title":"Sidus Space, LizzieSat SpaceX 라이드쉐어 전개에 Exolaunch 선정","title_en":"Sidus Space Selects Exolaunch for LizzieSat Deployment During LizzieSat Rideshare Missions with SpaceX","excerpt":"Sidus chose Exolaunch's CarboNIX deployment system for LizzieSat separation from the launch vehicle for those five missions. CarboNIX will deploy each LizzieSat seamlessly and evenly via its patented synchronous spring pusher system.","excerpt_en":"Sidus chose Exolaunch's CarboNIX deployment system for LizzieSat separation from the launch vehicle for those five missions. CarboNIX will deploy each LizzieSat seamlessly and evenly via its patented synchronous spring pusher system."}]}]}