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Gilat Beats Q3 Expectations, Raises 2025 Outlook on Contract Momentum and $66 Million Placement

The updated forecast signals sustained demand for next‑generation satellite solutions spanning commercial, IFC, ESA plus defense programs.

Overview

  • Revenue rose to $117.69 million versus a $113.2 million estimate as adjusted EPS reached $0.19 versus $0.10 expected, both improving year over year.
  • Commercial revenue surged to $72.95 million, Peru contributed $20.64 million on a sharp rebound, and Defense delivered $24.09 million, lower than last year.
  • New bookings included $42 million in SkyEdge IV orders, more than $14 million in U.S. defense transportable SATCOM contracts, a $7 million in‑flight connectivity deal, and an award exceeding $60 million for the Stellar Blu ESA Sidewinder terminal.
  • The company announced a $66 million private placement and ended the quarter with $154.89 million in cash, cash equivalents, and restricted cash.
  • Full‑year guidance now calls for $445 million to $455 million in revenue and $51 million to $53 million in adjusted EBITDA, as shares traded up 3.61% premarket to $12.93.