Comtech Telecommunications Cp Stock Price, News & Analysis

Comtech (NASDAQ: CMTL) reported results for the quarter ended October 31, 2025: net sales $111.0M, gross margin 33.1%, operating loss $2.8M, and net loss attributable to common stockholders $19.8M. Adjusted EBITDA was $9.6M (8.7%). Net bookings were $101.9M (book-to-bill 0.92x) with funded backlog of $663.0M and revenue visibility of ~$1.1B. GAAP cash inflows from operations were $8.1M, total liquidity of $51.0M, and the company secured a >$130M multi-year contract extension in November 2025.

Results reflect product-line streamlining, improved margins and three consecutive quarters of positive operating cash flow, offset by lower sales versus prior periods and restructuring-related items.

Comtech (NASDAQ: CMTL) announced that its Allerium business renewed a statewide partnership with the State of Arizona to continue supporting Next Generation 9-1-1 services.

As of mid-2025, all Public Safety Answering Points (PSAPs) in Arizona receive 9-1-1 voice calls and text sessions via the Allerium-enabled NG9-1-1 system. The renewal continues delivery of Next Generation Core Services (NGCS), ESInet, and OSP Aggregation, with a statewide deployment completed in under two years and integration with GIS, call handling, and analytics systems.

Comtech (NASDAQ: CMTL) will release its first quarter fiscal 2026 operating results after market close on Thursday, December 11, 2025. At 4:30 p.m. ET the company’s leadership will host a conference call to discuss results, operations, and business trends.

A real-time webcast will be available on Comtech’s investor relations website at www.comtech.com. Investors may also join by phone: (800) 343-4136 (primary) or (203) 518-9843 (alternate) using the conference ID “Comtech.” A replay will be available by dialing (800) 839-5493 or (402) 220-2552 through Thursday, December 25, 2025.

Comtech Telecommunications (NASDAQ: CMTL) appointed Lloyd A. Sprung as an independent director effective August 18, 2025. Mr. Sprung brings over three decades of corporate finance, capital markets and restructuring experience, including senior roles at Evercore and UBS, and is managing member of LAS Advisors.

Management highlighted improved operating performance and recent financing transactions as context for the appointment and said Sprung will help advance operational, financial and strategic initiatives to enhance shareholder value. Mr. Sprung thanked the board and expressed readiness to support the company’s management and business plans.

Comtech (NASDAQ: CMTL) reported FY2025 results for the year ended July 31, 2025, citing a multi-quarter turnaround driven by transformation initiatives.

Key FY metrics: net sales $499.5M, gross margin 25.6%, operating loss $139.1M, net loss $204.3M, and Adjusted EBITDA loss $2.0M. Year-end funded backlog $672.1M and revenue visibility ≈ $1.1B. Liquidity improved to $47.0M and FY GAAP cash flows used in operations were $8.3M.

Q4 highlights: net sales $130.4M, gross margin 31.2%, operating income $1.9M, Adjusted EBITDA $13.3M, and operating cash flow +$11.4M. Company noted sequential improvements across margins, bookings, and cash flow while exiting low‑margin contracts and recording several noncash charges.

Comtech Telecommunications (NASDAQ: CMTL) announced on November 10, 2025 that its Allerium business secured a significant multi-year contract valued in excess of $130 million with a Tier 1 U.S. wireless service provider. Under the agreement Allerium will deliver a suite of 911 and emergency communications solutions including 4G/5G routing, VoWiFi 911, Text to 911, peering network capabilities, and last-route response center support. The deal emphasizes automation and operational platforms designed to improve efficiencies and reliability across the carrier's emergency communications network, reinforcing Allerium's role in modernizing next-generation 911 infrastructure nationwide.

Comtech (NASDAQ: CMTL) announced on November 10, 2025 that its Terrestrial & Wireless Networks segment has been rebranded as Allerium, a Comtech segment.

The new name — a fusion of “all” and “continuum” — is intended to unify the segment’s public safety and mobile networks offerings under a single identity while preserving existing leadership, structure, and customer commitments. Comtech said the rebrand emphasizes continuity, agility, and focus in supporting public safety agencies and essential service providers worldwide and does not represent changes to operations or corporate strategy.

Comtech (NASDAQ: CMTL) announced that its SLM-5650B modem has become the first sovereign-certified modem to receive Government Terminal Certification (GTC) for operation on SES's O3b mPOWER MEO satellite constellation. The software-defined SLM-5650B, developed and manufactured in Chandler, AZ, will provide critical hybrid communications services to Department of Defense and coalition customers.

The modem supports multiple critical DoD and NATO waveforms, including STANAG 4486 Ed3, Direct Sequence Spread Spectrum, and DVB-S2X. With over 10,000 defense-grade modems currently deployed for DoD and NATO customers, this certification strengthens Comtech's position in satellite communications technology and enhances its partnership with SES.