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VELO compared with BKSY: revenue, margins and what each company keeps, and the suppliers and customers both name
VELO
Velo3D, Inc.
Change
Mkt cap
Revenue
Revenue
BKSY
BlackSky Technology Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
VELO
Velo3D, Inc.
vs
BKSY
BlackSky Technology Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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VELO
Velo3D, Inc.
Change
6.07
▼
−7.43%
Mkt cap
$210.9M
Revenue
$21M
Q2 FY26
Revenue
$46M
FY25
BKSY
BlackSky Technology Inc.
Change
17.44
▼
−2.42%
Regular session
Sep 2 '83
Mkt cap
$731.3M
Revenue
$20M
Q2 FY26
Revenue
—
vs
Compare
Regular session
Sep 2 '83
VELO
Velo3D, Inc.
vs
BKSY
BlackSky Technology Inc.
6.07
▼
−7.43%
Price
17.44
▼
−2.42%
$210.9M
Mkt cap
$731.3M
Q2 FY26
$21M
Revenue
$20M
Q2 FY26
FY25
$46M
Revenue
—
Change
Change
VELO
6.07
▼
−7.43%
vs
BKSY
17.44
▼
−2.42%
Regular session
Sep 2 '83
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
VELO: latest quarter is a loss; flow not drawable. BKSY: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only VELO
12
LRCX
Lam Research
customer
RTX
RTX
customer
LMT
Lockheed Martin
customer
HON
Honeywell International
customer
8 more · VELO chain
›
Shared
0
No shared counterparties.
Only BKSY
7
—
Undisclosed major customers
unlisted
customer
AMZN
Amazon Web Services
supplier
—
National Geospatial-Intelligence Agency (NGA)
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
National Reconnaissance Office (NRO)
unlisted
customer
3 more · BKSY chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
VELO, solid
BKSY, dashed