CoverageForm 410-K10-Q8-K13D13G13F

LLAP · Terran Orbital Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemQ2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22
Revenue$30.39M$27.23M-$43.88M$32.23M$28.20M-$27.83M$9.41M$10.49M
Cost of Revenue$27.57M$33.39M-$34.19M$31.43M$29.60M-$8.77M$25.04M$9.73M
Gross Profit$2.82M($6.16M)-$9.69M$802.0K($1.40M)-$1.49M($3.67M)$760.0K
R&D$3.90M$3.40M-$3.80M$5.20M$7.50M-$5.50M$4.30M$340.0K
SG&A$28.54M$28.31M-$29.00M$28.73M$32.53M-$24.70M$29.37M$30.22M
Total Operating Expenses----------
D&A$1.80M$2.39M-$2.30M$1.80M$919.0K-$885.0K$661.0K$846.0K
Operating Income($25.72M)($34.46M)-($19.31M)($27.93M)($33.93M)-($24.66M)($33.04M)($33.05M)
Interest Expense$14.61M$13.70M-$12.66M$11.73M$10.93M-$7.15M$2.64M$907.0K
Income Tax$51.0K$52.0K-$22.0K($17.0K)$18.0K-$0$2.0K$2.0K
Net Income($35.38M)($53.24M)-($26.43M)($28.13M)($54.45M)-($27.36M)($32.27M)($71.37M)
EPS - Basic($0.17)($0.26)-($0.15)($0.18)($0.85)-($0.16)($0.23)-
EPS - Diluted($0.17)($0.26)-($0.15)($0.18)($0.38)-($0.16)($0.23)-

Balance Sheet

Line itemQ2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22
Cash & Equivalents$30.59M$43.70M$71.66M$38.68M$48.55M$57.43M$93.56M$35.82M$62.30M$76.65M
Accounts Receivable$4.22M$1.64M$14.73M$15.30M$5.43M$2.84M$4.75M$5.04M$10.08M$3.72M
Inventory----------
Accounts Payable$23.09M$24.79M$22.85M$31.38M$24.30M$26.36M$21.19M$19.97M$17.34M$10.83M
Current Assets$125.71M$128.52M$155.98M$104.54M$99.14M$104.29M$138.92M$81.51M$102.31M$114.34M
Total Assets$188.82M$192.90M$220.31M$170.24M$158.96M$156.81M$182.65M$150.52M$165.34M$169.99M
Current Liabilities$212.37M$185.52M$153.90M$73.23M$70.22M$73.14M$70.74M$77.67M$74.07M$56.60M
Long-term Debt$187.38M$179.42M$171.03M$164.26M$157.52M$148.04M$142.62M$99.34M$96.48M$115.13M
Total Liabilities$427.56M$399.98M$377.95M$289.01M$284.68M$292.13M$274.07M$218.13M$217.87M$204.14M
Stockholders' Equity($238.74M)($207.08M)($157.64M)($118.78M)($125.72M)($135.32M)($91.42M)($59.40M)($47.29M)($27.09M)
Retained Earnings($601.63M)($566.25M)($513.01M)($470.17M)($443.74M)($415.61M)($361.17M)($328.19M)($300.83M)($268.56M)

Cash Flow

Line itemQ2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22
Operating Cash Flow-($22.82M)---($32.82M)---($29.30M)
Investing Cash Flow-($2.50M)---($3.16M)---($4.03M)
Financing Cash Flow-($2.57M)---($179.0K)---$82.69M
CapEx-$2.50M---$3.16M---$2.42M
Free Cash Flow-($25.31M)---($35.98M)---($31.72M)

Ratios

MetricQ2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22
Profitability
Gross margin9.3%-22.6%-22.1%2.5%-5.0%-5.3%-39.0%7.2%
Operating margin-84.6%-126.5%--44.0%-86.7%-120.3%--88.6%-351.2%-314.9%
EBITDA margin-78.7%-117.8%--38.8%-81.1%-117.1%--85.4%-344.2%-306.9%
Net margin-116.4%-195.5%--60.2%-87.3%-193.1%--98.3%-343.0%-680.1%
Free cash flow margin--92.9%----127.6%----302.3%
FCF / Net income-0.48---0.66---0.44
R&D / Revenue12.8%12.5%-8.7%16.1%26.6%-19.8%45.7%3.2%
SG&A / Revenue93.9%103.9%-66.1%89.1%115.4%-88.7%312.1%287.9%
Effective tax rate----------
Return on assets-18.7%-27.6%--15.5%-17.7%-34.7%--18.2%-19.5%-42.0%
Return on equity14.8%25.7%-22.3%22.4%40.2%-46.1%68.2%263.5%
Return on invested capital----33.5%-69.4%-210.8%--48.8%-53.1%-29.7%
Liquidity
Current ratio0.590.691.011.431.411.431.961.051.382.02
Quick ratio0.590.691.011.431.411.431.961.051.382.02
Cash ratio0.140.240.470.530.690.791.320.460.841.35
Leverage
Debt / Equity-0.78-0.87-1.08-1.38-1.25-1.09-1.56-1.67-2.04-4.25
Debt / Assets0.990.930.780.960.990.940.780.660.580.68
Debt / EBITDA----------
Interest coverage-1.8x-2.5x--1.5x-2.4x-3.1x--3.5x-12.5x-36.4x
Equity multiplier-0.79-0.93-1.40-1.43-1.26-1.16-2.00-2.53-3.50-6.27
Liabilities / Assets2.262.071.721.701.791.861.501.451.321.20
Efficiency
Asset turnover0.160.14-0.260.200.18-0.180.060.06
Inventory turnover----------
Days sales outstanding51d22d-127d62d37d-66d391d129d
Days inventory outstanding----------
Days payable outstanding306d271d-335d282d325d-831d253d406d
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-5.7%-3.4%-57.7%242.6%168.7%----
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)251.9%-340.0%-551.7%------
Operating income growth (YoY)7.9%-1.6%-21.7%15.5%-2.7%--1443.2%-16528.7%-78731.2%
Net income growth (YoY)-25.8%2.2%-3.4%12.8%23.7%--1877.0%-459.5%-
EPS growth (YoY)5.6%31.6%-6.3%21.7%-----
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-29.7%----13.4%----
FCF CAGR (5y)----------
Book value growth (YoY)-89.9%-53.0%-72.4%-100.0%-165.9%-399.5%-220.5%-122.3%--

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2023-12-31.

Business segments

$129.21M total
USGovernment Contracts$107.75M · 83.4%
Commercial Contracts$14.53M · 11.2%
Foreign Government Contracts$6.92M · 5.4%

Product / service

$135.91M total
Mission Support$130.58M · 96.1%
Studies Design And Other$2.90M · 2.1%
Launch Support$1.33M · 1.0%
Operations$1.10M · 0.8%

Geographic

$15.64M total
Europe$8.24M · 52.7%
Non Us$4.33M · 27.7%
US$3.08M · 19.7%

Peer comparison

Same SIC group: Guided Missiles & Space Vehicles & Parts

CompanyRevenue (last FY)Net marginROE
KTOS$1.35B1.6%1.1%
LMT$75.05B6.7%74.6%
RDW$335.38M-67.6%-21.4%
RKLB$601.80M-32.9%-11.5%
MNTS$1.11M-2744.9%-177.8%

Comparing Terran Orbital Corp against the 5 most active filers in the same SIC group.