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Lyntris IncLYNXCompetitor analysis, valuation and peers

United States · USD·Information Technology›Packaged Software

Defense technology company providing sensor and connectivity systems linking sensors to military command and control across land, air, sea, space.

Mkt cap
$1.69B
US dollars, full cap
Free float
92%
of shares outstanding
$/day
$6.66M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 6.2%
Hurdle
n/a
no reverse DCF
Close · USD$14.59
1D+28.7%
1W+27.2%
1M+18.3%
3Mn/a
6Mn/a
YTDn/a
1Yn/a
ATR %8.0%
52w lowhigh8.8% off high

What Lyntris does

Defense technology company providing sensor and connectivity systems linking sensors to military command and control across land, air, sea, space.

Created in 2026 by merging Vitesse Systems and Accelint, two companies owned by Trive Capital, combining sensor hardware such as radar and antennas with the software that carries sensor data into military command systems. Customers are mainly the US Department of Defense and allies, across maritime awareness, air and missile defence, and space intelligence-gathering and communications.

Products and services

  • Sensor architecture/hardware systems
  • Data and software platform (C2 integration)
  • Antenna/RF subsystems

Customers

  • US Department of Defense/military branches
  • Allied defense agencies

Where it sits in the supply chain

  • Industrials
  • Defense technology
  • Military sensor & battlespace…

What could go right

  • Rising US/allied defense budgets for connected battlespace
  • New contract awards

What could go wrong

  • Defense budget/procurement cyclicality
  • Early-stage/newly public company execution risk

Moat: narrow (IP / patents, regulatory licence, customer qualification). Specialized defense sensor/connectivity systems require security clearances and military qualification, raising entry barriers.

Headquarters: Falls Church, Virginia, United States · Founded: 2026

Named competitors

Lyntris at a glance

Size Lyntris (LYNX) is a United States Information Technology company (Packaged Software) with a market value of $1.69B, the 1908th largest of 3,117 United States companies the cockpit tracks. Shares closed at $14.59 on 6 Nov 2026.

Growth Revenue grew 16.5% over the last twelve months (peer median +19.4%); the operating margin is 8.9% (peer median 12.0%).

Backlog Backlog (remaining performance obligations) was $53.2M at 30 Sep 2026. Backlog detail →

Short interest Short interest is 0.6% of the free float (15 Oct 2026).

Lyntris financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024
Revenuen/a$389M$334M
Revenue growth—+16%—
Gross profitn/a$102M$86.9M
EBITDAn/a$56.8M$44.2M
Net incomen/a-$8.46M-$31.0M
Free cash flown/a-$24.8M-$15.3M
Capital expendituren/a$6.75M$8.45M
Total debtn/a$327M$294M

Quarterly statements and history in the cockpit →

Lyntris competitors and peer comparison

Head to head with its named competitors (LYNX vs LHX vs LDOS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Lyntris LYNX$1.69Bn/a+16%9%n/an/a
L3Harris LHX$48.4B-13%+7%12%2.5×7.0%
Leidos LDOS$16.2B+2%+3%12%1.2×-6.4%

How Lyntris compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Lyntris against its 20 peers (data as of 6 Nov 2026)
MeasureLYNXPeer medianRank in peer set
1-month return+18.3%+5.2%3rd highest of 21
Distance from 52-week high-8.8%-36.0%6th highest of 21
Revenue growth (TTM)+16.5%+19.4%10th lowest of 21
Operating margin8.9%12.0%9th lowest of 21
Net debt / EBITDA5.3×-1.1×most indebted of 12

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Lyntris LYNXUnited States$1.69Bn/a+16%9%n/an/an/a
Hangzhou Shunwang Technology 300113.SZChina$1.70B-32%-36%26%8.6×26.2%+11.0%
Hacksaw HACK.STSweden$1.71B-22%+21%82%6.0×-10.2%+85.9%
Kfin Technologies KFINTECH.NSIndia$1.67B-1%+27%32%n/an/an/a
Adeia ADEAUnited States$1.71B-47%+22%44%4.2×2.7%-13.0%
TRS Information Technology 300229.SZChina$1.71B-27%-23%-76%26.6×n/an/a
Sansan 4443.TJapan$1.67B+65%+22%18%4.1×20.3%+27.1%
freee K.K 4478.TJapan$1.72B+100%+28%3%5.9×n/an/a
Wealthfront WLTHUnited States$1.66B-7%+18%-41%3.2×-4.2%n/a
Wuhan Dameng Database 688692.SSChina$1.75B-28%+28%28%5.4×12.7%+23.2%
Beijing Haizhi Technology 2706.HKHong Kong$1.75B-31%+23%-9%18.7×n/an/a
Donnelley Financial Solutions DFINUnited States$1.63B+56%+5%20%2.2×-4.7%-3.0%
Newborn Town 9911.HKHong Kong$1.63B-5%+36%12%1.0×-3.5%+41.3%
Sinosoft 603927.SSChina$1.77B-14%-24%2%1.8×23.0%+0.9%
Nazara Technologies NAZARA.NSIndia$1.62B+50%-2%3%7.4×n/an/a
Progress Software PRGSUnited States$1.78B+46%+6%19%2.9×1.8%+17.2%
Nayax NYAXUnited States$1.78B-34%+28%5%3.5×26.9%+38.7%
YOOZOO Interactive 002174.SZChina$1.61B+9%-1%-20%7.3×n/an/a
Shadowfax Technologies SHADOWFAX.NSIndia$1.79B+70%+69%10%3.8×47.0%+43.7%
Weaver Network Technology 603039.SSChina$1.59B-8%+2%12%4.2×15.8%+9.0%
KPIT Technologies KPITTECH.NSIndia$1.57B-25%+9%14%2.2×14.8%+26.0%

Lyntris backlog

Lyntris reported $53.2M of remaining performance obligations at 30 Sep 2026.

Questions

Who are Lyntris's main competitors?
Named competitors: L3Harris Technologies (LHX), Anduril Industries (private or unlisted), Leidos Holdings (LDOS). The cockpit's measured peer set (industry) also includes Hangzhou Shunwang Technology (300113.SZ), Hacksaw (HACK.ST), Kfin Technologies (KFINTECH.NS), Adeia (ADEA), TRS Information Technology (300229.SZ), Sansan (4443.T).
What is Lyntris's backlog?
Lyntris's remaining performance obligations (contracted revenue not yet recognised) were $53.2M at 30 Sep 2026.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.