Gilat Satellite Networks Ltd. · NASDAQ:GILT
Gilat Satellite Networks — Q4 2025 Earnings Presentation
13 slides from Gilat Satellite Networks's earnings presentation, Feb 10, 2026
Slide 1: Leading the Multi-Orbit Revolution
Leading the Multi-Orbit Revolution Q4 2025 Earnings Results NASDAQ/TASE: GILT Gilat Proprietary and Confidential
Slide 2: Forward Looking Statements Disclaimer
Forward Looking Statements Disclaimer Certain statements made herein that are not historical are forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. The words “estimate”, “project”, “intend”, “expect”, “believe” and similar expressions are intended to identify
Slide 3: 4th Quarter 2025 Highlights and 2026 Strategic Focus & Targets
4th Quarter 2025 Highlights 2026 Strategic Focus & Targets Strong Q4 Financials: Revenue $137.0M (+75% YoY), Leveraging IFC growth: Adjusted EBITDA $18.2M (+26%). $100M Capital raise Winning large ESA Terminal opportunities Defense Momentum: Advancing innovation and orders Expanding SE IV IFC global
Slide 4: Gilat Business Segments - Q4 2025 Highlights: Gilat Defense
Gilat Business Segments - Q4 2025 Highlights Gilat Defense Strong Demand: a record year for Gilat Defense sales. New Market: First Earth Observation ~$10 million order for a direct downlink solution over transportable platforms. Continued Collaboration: Continued traction by the Israeli Ministry of
Slide 5: Gilat Business Segments - Q4 2025 Highlights: Gilat Commercial
Gilat Business Segments - Q4 2025 Highlights Gilat Commercial IFC Momentum: $42M orders for SkyEdge mainly for In-Flight-Connectivity. Additional orders for “Aerostream” BUCs that will be deployed as part of a next-gen IFC solution on commercial aircrafts. New Wins: 2 new SkyEdge IV customers in the
Slide 6: Gilat Business Segments - Q4 2025 Highlights: Gilat Peru
Gilat Business Segments - Q4 2025 Highlights Gilat Peru Accelerated Deliveries: Fast deployment of construction phase for the $85M contracts to expand broadband infrastructure to 1,000+ public institutions in four of the regional projects accelerated revenues and profitability. Recurring Revenues: O
Slide 7: Q4 2025 Financial Highlights
Q4 2025 Financial Highlights (US$ Millions) Revenue Adjusted EBITDA GAAP Operating Income GAAP Net Income 18.2 12.8 13.0 137.0 11.8 12.1 8.8 78.1 Q4-24 Q4-25 Q4-24 Q4-25 Q4-24 Q4-25 Q4-24 Q4-25 Gilat Proprietary and Confidential 7
Slide 8: Q4 2025 Revenue Breakdown
Q4 2025 Revenue Breakdown (US$ Millions) Commercial Defense Peru 75.1 28.5 33.3 29.4 37.0 11.8 Q4-24 Q4-25 Q4-24 Q4-25 Q4-24 Q4-25 Gilat Proprietary and Confidential 8
Slide 9: Balance Sheet Highlights
Balance Sheet Highlights US$ Millions Q4/25 Q3/25 Q4/24 Net Cash 1 183.4 95.6 118.2 DSO 2 88 68 73 Cash From Operations (6.3) 28.4 16.3 Equity 500 391 304 • Dec 2025 - $100M Capital raised from leading Israeli institutional investors • Sep 2025 - $66M Capital raised from leading Israeli institutiona
Slide 10: 2026 Guidance
2026 Guidance (US$ Millions) Revenue Ajusted EBITDA 61-66 500-520 451.7 53.2 2025 2026 Guidance 2025 2026 Guidance Revenue: Adjusted EBITDA: $500M - $520M $61M - $66M 13% YoY Growth1 19% YoY Growth1 2026 Revenue and EBITDA Outlook Driven by strong YTD performance, robust backlog, and healthy pipelin
Slide 11: 2026 Guidance - Revenue by Segment
2026 Guidance - Revenue by Segment (US$ Millions) Commercial Defense Peru 315-335 115-130 69.9 281.4 60-65 100.4 2025 2026 Guidance 2025 2026 Guidance 2025 2026 Guidance $315M - $335M $115M - $130M $60M - $65M 16% YoY Growth1 22% YoY Growth1 -11% YoY1 1) At the midpoint Gilat Proprietary and Confide
Slide 12: Q&A
Q&A Gilat Proprietary and Confidential 12
Slide 13: Thank You
Thank You info@gilat.com Gilat.com
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