BSIN · NASDAQ · Oil & Gas Exploration & Production

Big Sky Industrial (BSIN)

Develops an integrated Montana hub for helium, carbon management, and oil recovery.

$1.49
vs last close−0.03 (−2.30%)
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Big Sky Industrial Inc.BSIN
Energy

Develops a Montana gas-processing hub to sell helium, pursue carbon sequestration and storage services, and support enhanced oil recovery, while current revenue comes from domestic oil and natural-gas production.

Operates domestic oil and natural-gas properties while developing the Big Sky Carbon Hub and adjacent Cut Bank field in northwest Montana. The hub is designed to separate helium and CO₂ from a shared gas stream; helium is intended for wholesale sale, while the CO₂ is intended for permanent sequestration, storage services and enhanced oil recovery.

Executes an integrated model in which production wells, gathering infrastructure and processing equipment support several revenue lines. Existing oil and gas are sold to refiners and independent marketers at benchmark-linked prices. Helium and carbon-management operations remain pre-revenue and depend on plant completion, commissioning and regulatory approval for sequestration credits. Initial helium sales are tied to a single contracted industrial-gas counterparty.

Company facts

CEORyan L. Smith
ListedJun 8, 2026
ExchangeNASDAQ
HeadquartersHouston, TX
CountryUnited States
Employees20
CIK0000101594
ISINUS9118053076

Market cap$79.5M
EPS (ttm)−$0.2777
P/E (ttm)−5.47
ROE-34.2%
P/B2.15
P/S11.58
Dividend yieldDiv yield
Beta

Price target$2.00+31.6%Average of 2 analysts
ConsensusBuy2 of 2 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 17, 2026Johnson RiceUpgrade
Rating: AccumulateTarget:
Rating: BuyTarget: $2

Next report
Nov 11, 26
in 49 days
EPS estimate
−$0.06
Revenue estimate
$1.6M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$0.42−$0.10−$0.19−$0.10−$0.06−$0.08−$0.04Pending
Estimate−$0.08−$0.03−$0.06−$0.06−$0.04−$0.04−$0.04−$0.06
Surprise−404.0%−233.3%−245.5%−81.8%−50.0%−100.0%−14.3%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$4.2M$2.2M$2.0M$1.7M$1.4M$1.6M$2.1MPending
Estimate$4.6M$3.0M$2.6M$2.1M$1.6M$1.6M$2.0M$1.6M
Surprise−9.4%−26.6%−22.7%−16.9%−14.3%−1.7%+4.6%
Estimate−$0.06
ReportedDue Nov 11, 2026
Estimate$1.6M
ReportedDue Nov 11, 2026
View details

Debt to equity13.00%
Current ratio121.20%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$2.0M$1.7M$1.4M$1.6M$2.1M
Net income−$6.1M−$3.3M−$1.9M−$3.2M−$2.3M
Net margin0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$3.1M−$2.5M−$1.7M−$3.1M−$2.4M
YoY growthLoss narrowed

Balance sheet, Jun 30, 2026Cash & short-term investments $6.1M · Total debt $4.8M · Total assets $55.9M · Shareholders' equity $37.0M

Revenue
$2.1M
Operating income
−$2.4M
Net income
−$2.3M
View details

Dividend yield
Next ex-date
Annual dividend
Schedule

HistoryDividend

Apr '22Aug '22Nov '22Feb '23May '23
Dividend$0.023$0.023$0.023$0.023$0.023
Ex-dateApr 13Aug 5Nov 7Feb 9May 18
Payment dateMay 2Aug 22Nov 22Feb 23May 30
View details

No ownership filings on record for this listing.

52.32M company shares as of Aug 22, 2026 · holders as of their latest filing

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • ExxonMobil

    Rocky Mountain helium, carbon capture, and upstream energy incumbent.

  • Air Products

    Helium-from-CO₂ processing and industrial-gas distribution rival.

  • Linde

    Global helium and CO₂ supply, processing, and distribution rival.

  • Occidental Petroleum

    CO₂-EOR, carbon storage, and U.S. upstream oil rival.

  • AZZ

    U.S. upstream helium producer in the Rocky Mountain supply basin.

Compare

CompanyPriceChange
Big Sky Industrial$1.49−2.30%$79.5M11.6+5.2%
ExxonMobil$161.17+1.56%$657.68B20.413.21.8+46.0%
Air Products$289.24+0.48%$64.10B20.45.1+4.6%
Linde$469.33+0.95%$215.07B30.025.16.1+9.4%
Occidental Petroleum$57.28+1.71%$56.01B8.712.22.2+25.7%
AZZ$136.42−0.31%$4.11B20.918.92.5+6.3%
Median20.618.92.5+9.4%