Comtech Telecommunications CMTL

Comtech Telecommunications Corp is a provider of communications technology and solutions. It operates in two reportable business segments: Satellite and Space Communications and Allerium. The company's Satellite and Space Communications segment, which generates maximum revenue, is organized into four technology areas: satellite modem and amplifier technologies, troposcatter technologies, cybersecurity training, and space components. This segment designs and manufactures modems, amplifiers, traveling wave tube amplifiers, frequency converters, and offers other associated software and services. The Allerium segment provides next-generation 911 (NG-911) infrastructure and solutions for state and local governments and carriers. Geographically, the company derives its key revenue from the USA.

CMTL hizo una división de acciones (split) de 3:2 el 5 de abril de 2005: cada 2 acciones se convirtieron en 3. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• The Motley Fool 1 oct

  Gilat's 2026 Outlook: Defense and In-Flight Connectivity Drive Strategic Growth Expansion

  Gilat Satellite Networks (GILT) receives a Superscore of 74 out of 100, driven by strong 48% revenue growth in 2025 and strategic expansion into defense and in-flight connectivity markets. However, the company faces headwinds from operating margin compression, customer concentration risk (two clients represent 44% of revenue), and a high trailing P/E ratio of 24.7. The acquisition of Comtech's Satellite and Space Communications segment is expected to boost revenues to $500-520 million in 2026 and beyond $600 million within two years.

  

• Zacks Investment Research 29 sept

  Ubiquiti Bets Big on UniFi Ecosystem: Should You Buy the Stock?

  Ubiquiti Inc. (UI) is driving long-term growth through its integrated UniFi ecosystem, which combines networking, surveillance, access control, and communications products. The Enterprise Technology business has emerged as the primary growth engine with strong demand for UniFi gateways, switches, and security offerings. The company's scalable distribution model and disciplined expenses support healthy margins and cash generation, positioning it as an attractive investment despite a 16.3% decline over the past year.

  

• Zacks Investment Research 27 ago

  Can Viasat's Deal With Addvalue Boost Its Government Business?

  Viasat has partnered with Addvalue Solutions to integrate its Inter-satellite Data Relay Service (IDRS) into Viasat's HaloNet portfolio, expanding government-focused space communications capabilities. The integration leverages Viasat's GEO L-band network to maintain persistent links with LEO spacecraft, enabling faster response times for government missions. The unified offering combines terminals, connectivity, and mission support to simplify procurement for U.S. government agencies.

  

• Benzinga 17 jun

  Why Comtech Telecommunications Shares Are Falling On Wednesday?

  Comtech Telecommunications (CMTL) shares fell 11.04% on Wednesday following the announcement of plans to sell most of its Satellite and Space Communications segment to Gilat Satellite Networks (GILT) for $157.5 million. The company will receive approximately $143-145 million in net proceeds to reduce debt. Despite beating earnings estimates on loss per share, Comtech missed revenue expectations and reported a widened operating loss, though it maintained positive operating cash flow for the fifth consecutive quarter.

  

• Benzinga 15 jun

  Comtech Sells Satellite Unit To Gilat: What Happens Next?

  Comtech Telecom agreed to sell most of its Satellite and Space Communications segment to Gilat Satellite Networks for $157.5 million. The transaction is expected to close in Q4 2026. Comtech reported fiscal Q3 results beating earnings estimates with an adjusted loss of 22 cents per share versus expected 27 cents, though revenue missed expectations at $106.0 million versus $110.2 million. The company plans to use net proceeds of $143-145 million to reduce debt and focus on its public safety technology business.