Gilat Expands Defense Footprint
Gilat Secures $11 Million U.S. Defense Orders for Rugged Battlefield SATCOM Terminals
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Key Points
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Insider activity shows $0.3 million in Gilat shares sold over the past three months, signaling potential management or investor actions in the wake of the $11 million defense order announcement.
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Gilat's market capitalization is around $988.29 million with a trailing P/E of approximately 25.17, indicating the stock may be trading at a premium relative to earnings.
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TipRanks notes a Neutral stance for Gilat (Spark AI Analyst); the report reiterates 2026 guidance and strong Q1 execution, but cautions on cash-flow conversion and margin compression, with a current P/E near 23.
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Marketscreener highlights that the awards reinforce Gilat Defense’s expanding base of U.S. defense activity, with purpose-built, ruggedized, multi-orbit SATCOM terminals designed to meet unique military requirements and maintain resilient battlefield connectivity.
Gilat Satellite Networks has won $11 million in U.S. Department of War orders for field services and custom SATCOM terminals, according to MarketScreener. Deliveries are scheduled over the next 12 months, expanding Gilat's defense footprint inside the U.S. military market.
The contracts go to Gilat DataPath, a subsidiary focused on defense communications. Satellite Evolution reports the terminals are ruggedized and multi-orbit capable — built to keep satellite links alive in harsh battlefield conditions.
Custom Terminals Built for Battlefield Demands
The SATCOM terminals at the center of these orders are purpose-built for military use. They are ruggedized, meaning they can handle extreme heat, dust, and rough handling. They are also multi-orbit capable, able to connect through different types of satellites — a key advantage on a modern battlefield where no single network is guaranteed.
MarketScreener notes the awards reinforce Gilat Defense's growing base of U.S. defense activity. The terminals are designed to meet unique military requirements and maintain resilient connectivity. Field services — support and maintenance in the field — are also part of the deal.
Gilat DataPath Deepens Its Pentagon Relationship
These orders are not a one-off. They add to what Satellite Evolution calls Gilat Defense's "growing base" of U.S. defense activity. Gilat DataPath has built a track record of supplying mission-critical satellite communications to the U.S. military, and this latest $11 million deal extends that relationship.
GuruFocus notes Gilat Satellite Networks trades under the ticker GILT. The company secured these contracts specifically for specialized field services and custom satellite communication terminals — categories that sit at the high-priority end of military communications spending.
Stock Sits at a Premium as Insiders Sell Shares
Gilat's market cap sits near $988 million, with a trailing price-to-earnings ratio of about 25.17, according to GuruFocus. That means the stock is trading at a premium — investors are paying more than $25 for every $1 of earnings. Over the past three months, insiders sold $0.3 million worth of Gilat shares.
TipRanks assigns Gilat a Neutral rating through its Spark AI analyst tool. The platform reiterates the company's 2026 guidance and points to strong first-quarter execution. However, it flags two risks: cash-flow conversion and margin compression. The current P/E ratio it cites is near 23.
Strong Q1 Execution Backs Long-Term Defense Strategy
TipRanks says Gilat's first quarter showed solid execution. The company is on track with its guidance heading into 2026. The defense segment, powered by Gilat DataPath, is a core part of that story — providing stable, high-value government contracts that support revenue visibility.
The $11 million order is part of a broader push by Gilat to grow within the U.S. satellite networking market. Satellite Evolution frames it as proof that the company's integrated services and terminal capabilities are winning continued confidence from the Pentagon, one of the world's most demanding customers.
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