Airship AI

Q2 2026 gross margin of 75 percent reflects mix shift to higher-value solution sales; H1 2026 gross margin near 60 percent. Brand name only contracting and deep integrations provide some latitude on pricing, especially for mission-critical deployments, but federal procurement and competition cap unilateral pricing.

Latent upside could come from expanding software and PCS mix relative to hardware and from agentic AI features, yet proof requires sustained margin consistency.