The $11M order is a positive signal for Gilat's defense segment but is small relative to market cap. Monitor for follow-on orders and the next quarterly filing for revenue recognition and backlog updates. The cross-filing actuarial verdicts (amplifier for 6K-activist-context + 6K-annual-context) suggest this filing may have outsized impact in the context of the broader defense narrative.
Price Chart
Executive Summary
Gilat Satellite Networks announced $11 million in orders from the U.S. Department of War for field services and custom SATCOM terminals, with deliveries expected over the next 12 months. The orders reinforce Gilat's role in mission-critical defense connectivity but represent a modest absolute amount relative to the company's ~$972M market cap.
Key Facts
- Gilat DataPath received $11 million in orders from the U.S. Department of War for field services and custom SATCOM terminals.
- Deliveries are expected over the next 12 months.
- The orders highlight continued U.S. defense demand for Gilat Defense's field services, ruggedized terminals, and multi-orbit connectivity solutions.
Financial Impact
$11 million in new orders from the U.S. Department of War, representing a notable but modest absolute amount relative to Gilat's ~$972M market cap.
Risk Factors
- Order concentration risk — $11M is modest relative to ~$972M market cap.
- Deliveries over 12 months; revenue recognition is back-end loaded.
- Forward-looking statements subject to geopolitical and operational risks.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-003425 |
| Document: 0001178913-26-003425-index-headers.html | 0001178913-26-003425 |
| Document: 0001178913-26-003425-index.html | 0001178913-26-003425 |
| Document: 0001178913-26-003425.txt | 0001178913-26-003425 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Press Release | $8.05 $7.83 | ▼ −2.73% | ▼ −1.63% | $7.92 (−1.61%) |
Oct 15, 2026 12d ago | 6-K | $8.05 $7.83 | ▼ −2.73% | ▼ −1.63% | $7.92 (−1.61%) |
Oct 8, 2026 19d ago | 6-K | $9.32 $8.94 | ▼ −4.08% | ▼ −4.68% | $7.92 (−15.02%) |
Oct 7, 2026 20d ago | 6-K | $9.22 $9.32 | ▲ +1.08% | ▲ +1.51% | $7.92 (−14.10%) |
Oct 5, 2026 22d ago | Press Release | $9.40 $9.22 | ▼ −1.91% | ▼ −2.46% | $7.92 (−15.74%) |
Oct 5, 2026 22d ago | 6-K | $9.40 $9.22 | ▼ −1.91% | ▼ −2.46% | $7.92 (−15.74%) |
Aug 31, 2026 8w ago | 6-K | $9.90 $10.06 | ▲ +1.62% | ▲ +2.30% | $7.92 (−20.00%) |
Aug 31, 2026 8w ago | 6-K | $9.90 $10.06 | ▲ +1.62% | ▲ +2.30% | $7.92 (−20.00%) |
Aug 17, 2026 10w ago | 6-K | $11.24 $10.88 | ▼ −3.20% | ▼ −2.53% | $7.92 (−29.54%) |
Aug 10, 2026 11w ago | 6-K | $11.21 $11.62 | ▲ +3.66% | ▲ +3.41% | $7.92 (−29.35%) |
US Market Status
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