Gilat Lifts Guidance Following Standout Third Quarter and Key Contract Momentum

Gilat Satellite Networks delivered a third quarter performance that surprised on the upside, prompting management to raise the midpoint of its 2025 financial guidance. Strong commercial execution and expanding defense orders have solidified Gilat’s trajectory as a fast-growing leader in satellite networking.

Commercial and Defense Growth Power Revenue Upside

For the third quarter of 2025, Gilat’s revenues surged 58% year-over-year, reaching $117.7 million, driven by significant contributions from its commercial and Peru divisions. The company also saw a jump in both GAAP and non-GAAP operating profits, signaling underlying business strength across sectors.

Backlog Expansion and Key Wins Reinforce Outlook

Recent months brought a flurry of major contracts—multi-million-dollar U.S. Defense orders, over $60 million in commercial agreements for advanced satellite terminals, and a cumulative $85 million awarded in Peru to advance digital inclusion. Gilat’s technology is also now first in the industry to integrate AI into its network management system, keeping the company on the innovation frontier.

Upwardly Revised Full-Year 2025 Guidance Signals Management Confidence

On the back of these results and a strengthening order pipeline, management has raised the midpoint for both full-year 2025 revenue and Adjusted EBITDA:

• Revenue guidance: Narrowed to $445–$455 million (midpoint now implies ~47% annual growth, up from prior $435–$455 million range).
• Adjusted EBITDA guidance: Raised to $51–$53 million (midpoint up 23% from prior outlook of $50–$53 million).

With a recently completed $66 million private placement and robust cash generation from operations, Gilat appears well capitalized for future organic and acquisition-led growth.

Segment Breakdown: Commercial Leads, Defense and Peru Follow

The commercial division now drives more than half of quarterly revenue, reflecting major global adoption of Gilat’s SkyEdge IV and Sidewinder ESA platforms, while Peru is quickly becoming a strategic growth market. The Defense segment saw a quarterly decline but continues to win significant contracts and drive strategic relationships, as evidenced by multi-million orders from the U.S. and Israel defense ministries.

Balance Sheet Strengthens with Expanded Cash Reserves

With nearly $155 million in cash, significant equity growth, and manageable debt, Gilat enters the coming quarters with greater financial flexibility to pursue strategic investments and capture additional market share.

Innovation, Strong Bookings, and a Path Forward

According to CEO Adi Sfadia, “Gilat delivered another strong quarter with significant growth and continued successful execution, whilst generating robust cash from operations.” He underscored both the $66 million private placement—underscoring investor confidence—and strong operational cash flow as a catalyst for the company’s next phase.

From integrating artificial intelligence into network management to landing high-value contracts across commercial and government markets, Gilat’s expanding capabilities and resources signal a company poised for further outperformance.

Takeaway: Sharpened Focus and Upside Potential Remain

With an accelerating order book, industry-first technology advancements, and clear operational execution, Gilat Satellite Networks’ revised outlook and cash resources reinforce a positive outlook for the remainder of 2025 and beyond. The blend of innovation and disciplined growth may provide compelling reasons for investors and industry watchers alike to follow Gilat’s evolving story.

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