Sep. 11 at 12:15 PM
$SKYT
Don’t expect SKYT to have a
$474M MC for long. Here’s why..
Sonderman, CEO, on the 2Q2025 CC…
“Fab 25 is a major step forward, expanding our 200-millimeter capacity by more than 4x and unlocking over
$300 million in annual revenue potential. It's purpose-built to serve real multidimensional demand from defense programs requiring trusted U.S. production to auto and industrial customers regionalizing their supply chains to IDMs and fabless firms rethinking their manufacturing models.”
And Manko, CFO…
“Given these assumptions, our expected adjusted EBITDA generation in the fourth quarter is currently estimated at approximately
$14 million, which represents at least 10% margin on our core revenues. Therefore, as we look to the 2026 financial metric with the highest degree of visibility and predictability beyond the revenue expectation of at least
$600 million, is our expectation for adjusted EBITDA generation of at least
$60 million for the full year.”
