Last mentioned: Mar 20, 2026
Profitability Milestone
Planet Labs achieves its fifth consecutive quarter of positive adjusted EBITDA.
Brand Refresh Impact
Movado sees 25% wholesale growth and 18% e-commerce growth following brand updates.
Earnings Release
Movado and Planet Labs report Q4 and Full Year 2026 results.
Fiscal Year End
Both companies conclude their fiscal 2026 reporting periods.
Planet Labs (PL) achieved its first full year of positive adjusted EBITDA and free cash flow in fiscal 2026, driven by a massive expansion in defense and intelligence contracts. While commercial segments contracted, a record $900 million backlog signals strong long-term visibility for the satellite imagery leader.
Movado Group reported a 5.6% quarterly revenue increase, driven by a robust 11.2% surge in U.S. net sales and a successful brand refresh that lifted e-commerce by 18%. Simultaneously, geospatial data leader Planet Labs achieved its first full year of positive adjusted EBITDA and free cash flow, signaling a shift toward financial maturity.
Planet Labs and Movado Group are preparing to release Q4 results, offering a dual perspective on the retail sector's health through geospatial supply chain intelligence and high-end consumer discretionary spending. These reports will signal whether enterprise tech investment and luxury retail demand remained resilient through the critical holiday quarter.