Geopolitics Alpha

Spire Global (SPIR): government contracts, filings & geopolitical news

Spire Global (SPIR) and its matched subsidiaries received $23.4M in federal contract obligations in the last 12 months and $62.6M over the last five years, according to USAspending.gov. The Department of Commerce accounted for 58% of the five-year total, followed by the Department of Defense (25%). Annual obligations rose from $15.9M in fiscal 2025 to $23.8M in fiscal 2026 (+49%). Its largest contract with activity in that period is 1332KP26F0082 from the National Oceanic and Atmospheric Administration for space-based environmental monitoring (sbem) protech 2.0 task order 1 (to1):in this task order, noaa intends to acquire near-real-time global navigation satellite system (gnss) radio occultation (ro) satellite data satisfying the requirement, with $16.6M obligated over the life of the award.

Spire Global government contracts

$23.4Mobligated, last 12 months
$62.6Mobligated, last 5 years
5awarding agencies
0DoD announcements, past year
FY2022: $0 (partial)$0FY22*FY2023: $0$0FY23FY2024: $22.9M$22.9MFY24FY2025: $15.9M$15.9MFY25FY2026: $23.8M$23.8MFY26FY2027: $0 (partial)$0FY27*
Spire Global federal contract obligations by fiscal year. Federal fiscal years (October to September); * = partial year.

Obligations by agency

AgencyLast 12 monthsLast 5 yearsShare of 5 years
Department of Commerce$23.2M$36.6M58%
Department of Defense$200K$15.4M25%
National Aeronautics and Space Administration$0$10.5M17%
Department of State$0$48K0%
Department of Transportation$0$44K0%

Top contracting offices (5 years): National Oceanic and Atmospheric Administration $36.6M; Department of the Air Force $14.0M; National Aeronautics and Space Administration $10.5M; Department of the Navy $1.4M; Department of State $48K; Maritime Administration $44K.

Largest contracts

Largest SPIR prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
1332KP26F0082Space-based environmental monitoring (sbem) protech 2.0 task order 1 (to1):in this task order, noaa intends to acquire near-real-time global navigation satellite system (gnss) radio occultation (ro) satellite data satisfying the requirement SPIRE GLOBAL SUBSIDIARY, INC.Department of Commerce National Oceanic and Atmospheric Administration$16.6MDec 1, 2026Dec 1, 2028
FA945324CX046Spire sequential sbir phase ii SPIRE GLOBAL SUBSIDIARY, INC.Department of Defense Department of the Air Force$14.0MJun 28, 2024Sep 28, 2028
1332KP25F0062To acquire 3000 near-real-time global navigation satellite system (gnss) radio occultation (ro) profile/per day for 365 days. SPIRE GLOBAL SUBSIDIARY, INC.Department of Commerce National Oceanic and Atmospheric Administration$11.2MSep 18, 2025Sep 18, 2026
80HQTR24FA044Commercial smallsat data acquisition (csda) program SPIRE GLOBAL SUBSIDIARY, INC.National Aeronautics and Space Administration$7.9MAug 12, 2024Aug 11, 2025
1332KP22CNEEP0014In-orbit demonstration of a flight tested hyperspectral microwave sounder SPIRE GLOBAL SUBSIDIARY, INC.Department of Commerce National Oceanic and Atmospheric Administration$7.8MOct 1, 2022Sep 30, 2026
80HQTR23F0070Commercial smallsat data acquisition (csda) program - gnss satellite data products SPIRE GLOBAL SUBSIDIARY, INC.National Aeronautics and Space Administration$6.5MJun 27, 2023Jun 26, 2024
80GSFC23CA067The purpose of this contract is a phase a definition study for the sounder for microwave-based applications instruments, the next generation low-earth orbit microwave sounders. SPIRE GLOBAL SUBSIDIARY, INC.National Aeronautics and Space Administration$4.7MAug 31, 2023Sep 13, 2024
1332KP24F0012Noaa commercial weather radio occultation data buy (rodb)-2 delivery order (do)-3- the noaa commercial space policy calls for noaa to explore and pursue demonstration projects to validate the viability of adding commercial environmental dat SPIRE GLOBAL SUBSIDIARY, INC.Department of Commerce National Oceanic and Atmospheric Administration$4.4MJan 18, 2024Sep 18, 2024
1332KP24F0104Noaa intends to acquire near-real-time radio occultation (ro) satellite data satisfying the requirements set forth in the noaa commercial data program radio occultation data buy ii (rodb-2) idiq contract. spire is expected to deliver 800 co SPIRE GLOBAL SUBSIDIARY, INC.Department of Commerce National Oceanic and Atmospheric Administration$3.8MSep 18, 2024Sep 18, 2025
1332KP26F0064In this delivery order, noaa intends to acquire near-real-time radio occultation (ro) satellite data satisfying the requirements set forth in the noaa commercial data program radio occultation data buy ii (rodb-2) idiq contract statement of SPIRE GLOBAL SUBSIDIARY, INC.Department of Commerce National Oceanic and Atmospheric Administration$3.7MSep 18, 2026Dec 1, 2026

Newest contracts

Most recently started SPIR prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
1332KP26F0064In this delivery order, noaa intends to acquire near-real-time radio occultation (ro) satellite data satisfying the requirements set forth in the noaa commercial data program radio occultation data buy ii (rodb-2) idiq contract statement of SPIRE GLOBAL SUBSIDIARY, INC.Department of Commerce National Oceanic and Atmospheric Administration$3.7MSep 18, 2026Dec 1, 2026
N6523626PE013Spire renewal satelitte and terrestrial ads-b SPIRE GLOBAL SUBSIDIARY, INC.Department of Defense Department of the Navy$200KApr 2, 2026Apr 10, 2026
HQ085926FE843The contractor shall perform the work specified in section c of this scalable homeland innovative enterprise layered defense (shield) multiple award indefinite delivery indefinite quantity (idiq) contract. SPIRE GLOBAL SUBSIDIARY, INC.Department of Defense Missile Defense Agency$500Dec 29, 2025Dec 28, 2035
FA945324CX046Spire sequential sbir phase ii SPIRE GLOBAL SUBSIDIARY, INC.Department of Defense Department of the Air Force$14.0MJun 28, 2024Sep 28, 2028
80AFRC24FA022Minimum guaranteed SPIRE GLOBAL SUBSIDIARY, INC.National Aeronautics and Space Administration$25KMar 15, 2024Jan 31, 2026
1332KP22CNEEP0014In-orbit demonstration of a flight tested hyperspectral microwave sounder SPIRE GLOBAL SUBSIDIARY, INC.Department of Commerce National Oceanic and Atmospheric Administration$7.8MOct 1, 2022Sep 30, 2026

Matched USAspending recipients: NAVSIGHT HOLDINGS, INC. (UEI VJ9CZPAJ8623, parent with subsidiaries).

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.

SPIR share price, last 12 months

Close $11.60 on Sep 15, 2026, +0.3% since Oct 24, 2025 (range $7.02 to $25.48, daily closes).

Company facts

Ticker
SPIR (NYSE)
Sector
Communications
Industry (SEC SIC code)
Communications Services, NEC (4899)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Spire Global (SPIR)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Latest geopolitical & market news

None on record yet.

Peers: Communications Services, NEC

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TelesatTSAT–
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GogoGOGO–
BuzzFeedBZFD–

Biggest government contractors in Communications: At&T ($1.48B), Verizon Communications ($462.2M), Viasat ($355.3M), T-Mobile US ($50.1M), Lumen Technologies ($24.0M), Thomson Reuters ($20.4M), Iridium Communications ($14.2M).

Congressional trades in SPIR

Trades in SPIR that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for SPIR

Everything on SPIR, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with Spire Global?

USAspending.gov shows $23.4M in federal contract obligations to Spire Global (SPIR) and its matched subsidiaries in the last 12 months and $62.6M over the last five years (as of Oct 28, 2026).

Which agencies award contracts to Spire Global?

Over five years: Department of Commerce $36.6M; Department of Defense $15.4M; National Aeronautics and Space Administration $10.5M; Department of State $48K.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects SPIR?

This page lists every Geopolitics Alpha note that names SPIR as exposed to an event, with the reason it is exposed.

Has Congress traded SPIR?

The table above lists trades in SPIR that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.