Start here if you're new
what it is
Gilat sells satellite gear and runs communication networks across 6 regions.
how it gets paid
Last year Gilat Satellite made $305M in revenue. Managed satellite network services was the main engine at $122M, or 40% of sales.
growth snapshot
Revenue was roughly flat last year at $305M. Gross margin held at 30.6%. The quarter was a growth story.
what just happened
Gilat posted $197M in quarterly revenue, up 29%, while EPS slipped to $0.07.
At a glance
n/a balance sheet
30/100 earnings predictability — expect surprises
52.5x trailing p/e — you're paying up for this one
8.1% return on capital — nothing to write home about
$0.33 fy2025 eps est
xvary composite: 56/100 — below average
What they do
Gilat sells satellite gear and runs communication networks across 6 regions.
You are buying a stack with 1,118 employees behind it, not a single box. Gilat serves 6 regions, from Latin America to Africa. The latest quarter was $197M, up 29% vs. prior year, so the system already has buyers.
How they make money
$305M
annual revenue · their business grew +0.0% last year
Managed satellite network services
$122M
Ground equipment
$107M
Connectivity and telephony
$76M
The products that matter
secure satellite communications
Defense & Government Solutions
$137M segment revenue · +75%
this is the fastest-growing business shown here. the recent $6M U.S. Army order is small next to $137M, but it matters because it adds proof that defense demand is active.
growth + contracts
multi-orbit network platform
5G NTN Multi-Orbit Connectivity
featured at satellite 2026
this is the strategic pitch, not the proven profit center. the hard number you have today is still $500M–$520M of 2026 revenue guidance, so the question is whether new network wins come with better margins than the last batch.
future mix shift
in-flight and remote connectivity
Aviation & Mobility
$92M segment revenue · +16%
this business is growing, but much slower than defense. if Aviation stays at +16% while gross margin sits near 28%–30.6%, it helps revenue more than it helps valuation.
mid-tier growth
Key numbers
52.5x
trailing p/e
You are paying 52.5 times trailing earnings. That is a lot for a company with $305M in sales.
$305M
annual revenue
The whole company is still a $305M revenue story. That size means one contract can matter.
30.6%
gross margin
For every $100 in sales, $30.60 stays before operating costs.
8.1%
return on capital
Each $100 tied up in the business produced $8.10 in operating profit.
Financial health
n/a
strength
- balance sheet grade n/a
- risk rank 3 — safer than 50% of stocks
- price stability 30 / 100
- long-term debt $2M (0% of capital)
n/a — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for GILT right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Gilat posted $197M in quarterly revenue, up 29%, while EPS slipped to $0.07.
Gross margin held at 30.6%. The quarter was a growth story, not a profit story.
$76M
revenue
$0.07
eps
30.6%
gross margin
the number that mattered
Revenue was $197M, up 29% vs. prior year. That is the number that kept the quarter alive.
source: company earnings report, 2026
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What could go wrong
the #1 risk is defense-led growth arriving at worse margins.
med
margin compression can break the whole rerating
Q4 GAAP gross margin fell to 28% from 40% a year earlier. If that number does not recover, revenue growth becomes less valuable because each new dollar carries less gross profit.
A stock at 52.5x trailing earnings does not handle weaker profitability with much grace.
med
guidance creates a public pass-fail test
Management guided to $500M–$520M of 2026 revenue. That is useful because you know what to watch. It also means any slowdown after a 75% Q4 surge will be obvious.
Miss the guide and the market stops treating this like an execution story with upside. It becomes a small-cap disappointment with 30/100 predictability.
med
the segment data gap muddies the story
This snapshot shows $2B of annual revenue, while the displayed segment rows total $305M. That does not mean the business is broken. It does mean your confidence in the segment mix should be lower than usual.
When the inputs are messy, valuation confidence drops. Small caps do not get the benefit of the doubt for long.
If gross margin stays near 28% instead of recovering while the company chases $500M–$520M of revenue, you get more sales without enough profit to defend a 52.5x multiple.
source: institutional data · regulatory filings · risk analysis
Pay attention to
the number that mattered
gross margin recovery
Q4 landed at 28%, down from 40%. If that line does not move back up, the growth story gets thinner fast.
calendar
q1 2026 earnings
This is your first real check on whether the $500M–$520M full-year guide looks conservative, realistic, or too optimistic.
trend
defense mix versus broadband drag
Defense & Government grew 75%. Broadband was flat. You want to see growth broaden out, not one lane carrying the whole quarter.
risk
whether new wins are profitable wins
The $6M Army order is encouraging. The catch is contract quality. More backlog helps only if the margin profile improves with it.
Analyst rankings
earnings predictability
30 / 100
in human-speak, analysts do not see this as a smooth, easy-to-model earnings story.
risk rank
3
That places GILT around the middle on safety. Not a bunker stock. Not an obvious disaster either.
price stability
30 / 100
The trading history is telling you to expect swings. The $5–$20 range already did.
source: institutional data
Institutional activity
institutional ownership data for GILT is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$17
current price
n/a
target midpoint · n/a from current
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