Gilat Secures Multi-Million Dollar IFC Order to Power Commercial Aviation Connectivity

Rhea-AI Summary

Gilat (NASDAQ: GILT) secured a multi-million dollar order from a leading In-Flight Connectivity integrator for Gilat Wavestream AeroStream Ka-band Wideband amplifiers to equip commercial aviation aircraft. Deliveries are expected over the next 24 months.

The AeroStream Ka transceiver is certified for most commercial and business aircraft and supports streamlined integration and accelerated fleet deployments. According to the company, more than 5,000 aircraft already fly with Gilat Wavestream IFC products.

Positive

• Multi-million dollar order secured for AeroStream amplifiers
• Deliveries scheduled over a 24-month timeframe
• Equipment certified for most commercial and business aircraft
• 5,000+ aircraft already flying with Gilat Wavestream products
• AeroStream 60W Ka product adoption cited by management

Negative

• Order amount described as multi-million but not itemized, leaving revenue impact unclear

Key Figures

Delivery timeline: 24 months BUC power rating: 60W Aircraft equipped: more than 5,000 aircraft

3 metrics

Delivery timeline 24 months AeroStream Ka-band Wideband amplifier order deliveries

BUC power rating 60W AeroStream 60W Ka-band Wideband BUC specification

Aircraft equipped more than 5,000 aircraft Aircraft already flying with Gilat Wavestream IFC products

Market Reality Check

Price: $16.90 Vol: Volume 696,978 is about 0...

low vol

$16.90 Last Close

Volume Volume 696,978 is about 0.61x the 20-day average of 1,142,872, indicating lighter-than-usual trading. low

Technical Price $16.90 is trading above the 200-day MA of $11.43, and about 17.06% below the 52-week high.

Peers on Argus

GILT was down 2.42% while key Communication Equipment peers like ADTN, NTGR, TSA...

1 Up

GILT was down 2.42% while key Communication Equipment peers like ADTN, NTGR, TSAT, AVNW and CLFD showed gains between roughly 0.21% and 3.63%. Momentum scanner data only flagged AAOI moving up, reinforcing that GILT’s move diverged from peers.

Historical Context

5 past events · Latest: Feb 26 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 26	5G NTN demo	Positive	+0.4%	Demonstrated 3GPP-compliant 5G NTN connectivity over GEO satellite.
Feb 24	Aviation ESA orders	Positive	+8.1%	Received <b>$39M</b> Sidewinder ESA IFC terminal orders from satellite operator.
Feb 17	Defense SATCOM order	Positive	+3.2%	Won <b>$9M</b> defense SATCOM modem and systems contract from Israel MOD.
Feb 12	European SATCOM order	Positive	-3.3%	Announced over <b>$16M</b> order for DKET 3421 SATCOM terminals in Europe.
Feb 10	Q4/FY25 earnings	Positive	-21.9%	Reported strong revenue and EBITDA growth with double-digit 2026 guidance.

Pattern Detected

Recent positive commercial and defense order news often coincided with modest to strong gains, while strong earnings in February saw a sharp negative reaction, indicating occasional divergence between fundamentals and price.

Recent Company History

Over the last month, GILT reported several commercial and defense SATCOM wins, including a $39M Sidewinder ESA aviation order, a $9M Israeli defense SATCOM contract, and over $16M in European defense SATCOM systems, plus a 3GPP-compliant 5G NTN GEO demo. Earnings on Feb 10, 2026 showed strong Q4 and full-year 2025 growth but drew a sharp selloff. Today’s IFC amplifier order continues the pattern of aviation and connectivity contract momentum.

Market Pulse Summary

This announcement adds another multi-million dollar contract to GILT’s growing in-flight connectivit...

Analysis

This announcement adds another multi-million dollar contract to GILT’s growing in-flight connectivity franchise, extending deliveries over 24 months and building on an installed base exceeding 5,000 aircraft. Together with recent aviation and defense SATCOM wins, it underscores expanding demand for Ka-band IFC solutions. Investors may focus on order visibility, execution on long-term deliveries, and how recurring wins translate into sustained revenue and margin performance over time.

Key Terms

ka-band, rf, transceiver

3 terms

ka-band technical

"Gilat Wavestream’s AeroStream Ka-band Wideband amplifiers to support the deployment"

Ka-band is a slice of the microwave radio spectrum (roughly 26.5–40 GHz) commonly used for satellite links and high-capacity wireless backhaul. Because it carries more data per second and lets antennas be smaller, it can enable faster internet and more channels, but its higher frequency is also more prone to signal loss in heavy rain or obstacles. Investors track Ka-band deployment and equipment costs because it affects a company’s ability to deliver high-speed services, coverage economics, and revenue potential.

rf technical

"AeroStream amplifiers provide certified RF capability on commercial aviation aircrafts"

rf (commonly written r_f) denotes the risk-free rate — the theoretical return on an investment with no chance of loss, often used as a baseline for valuing other assets. Investors use it like a yardstick: returns above this number compensate for extra risk, so it helps price stocks, bonds and option valuations and guides decisions about whether higher-return opportunities justify their added risk. Think of it as the safe deposit box interest rate against which riskier bets are measured.

transceiver technical

"Gilat Wavestream’s AeroStream Ka Transceiver is designed for IFC systems"

A transceiver is a single electronic device that both sends and receives communication signals, combining a transmitter and a receiver into one unit. Investors care because transceivers are core components in networking, wireless, and data-center equipment; their performance, cost and supply affect product capability, sales and margins—think of a transceiver as the two-way radio chip that lets devices talk to each other, so better or cheaper units can drive growth or cut costs for hardware makers.

AI-generated analysis. Not financial advice.

AeroStream amplifiers provide certified RF capability on commercial aviation aircrafts

PETAH TIKVA, Israel, March 04, 2026 (GLOBE NEWSWIRE) -- Gilat Satellite Networks Ltd. (NASDAQ: GILT, TASE: GILT), a worldwide leader in satellite networking technology, solutions, and services, today announced that it received a multi-million dollar order from a leading In-Flight Connectivity (IFC) Integrator for Gilat Wavestream’s AeroStream Ka-band Wideband amplifiers to support the deployment of connectivity solutions on commercial aviation aircraft. Deliveries are expected over the next 24 months.

Gilat Wavestream’s AeroStream Ka Transceiver is designed for IFC systems for commercial use. This equipment is already certified for most commercial and business aircrafts and will enable streamlined integration and accelerated fleet deployment while maintaining consistent performance.

“We are pleased to see continued demand and adoption of the AeroStream 60W Ka band Wideband BUC,” said Edgar Khachatryan, President, Gilat Wavestream. “Our Ka-band aviation solutions are designed to meet the operational and certification requirements of commercial aircraft, and with more than 5,000 aircraft flying with Gilat Wavestream IFC products, we continue to support large-scale, reliable connectivity deployments across the global aviation market.”

About Gilat

Gilat Satellite Networks Ltd. (NASDAQ: GILT, TASE: GILT) is a leading global provider of satellite-based broadband communications. With over 35 years of experience, we develop and deliver deep technology solutions for satellite, ground, and new space connectivity, offering next-generation solutions and services for critical connectivity across commercial and defense applications. We believe in the right of all people to be connected and are united in our resolution to provide communication solutions to all reaches of the world.

Together with our wholly owned subsidiaries Gilat Wavestream, Gilat DataPath, and Gilat Stellar Blu, we offer integrated, high-value solutions supporting multi-orbit constellations, Very High Throughput Satellites (VHTS), and Software-Defined Satellites (SDS) via our Commercial and Defense Divisions. Our comprehensive portfolio is comprised of a software-defined platform and modems, high-performance satellite terminals, advanced Satellite On-the-Move (SOTM) antennas and ESAs, highly efficient, high-power Solid State Power Amplifiers (SSPA) and Block Upconverters (BUC) and includes integrated ground systems for commercial and defense markets, field services, network management software, and cybersecurity services.

Gilat’s products and tailored solutions support multiple applications including government and defense, IFC and mobility, cellular backhaul, enterprise, aerospace and critical infrastructure clients all while meeting the most stringent service level requirements. For more information, please visit: http://www.gilat.com

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 forward-looking statements. These forward-looking statements involve known and unknown risks and uncertainties. Many factors could cause the actual results, performance or achievements of Gilat to be materially different from any future results, performance or achievements that may be expressed or implied by such forward-looking statements, including, among others, changes in general economic and business conditions, inability to maintain market acceptance to Gilat’s products, inability to timely develop and introduce new technologies, products and applications, rapid changes in the market for Gilat’s products, loss of market share and pressure on prices resulting from competition, introduction of competing products by other companies, inability to manage growth and expansion, loss of key OEM partners, inability to attract and retain qualified personnel, inability to protect the Company’s proprietary technology and risks associated with Gilat’s international operations and its location in Israel. For additional information regarding these and other risks and uncertainties associated with Gilat’s business, reference is made to Gilat’s reports filed from time to time with the Securities and Exchange Commission. We undertake no obligation to update or revise any forward-looking statements for any reason.

Contact:

Gilat Satellite Networks

PublicRelations@gilat.com

FAQ

What did Gilat (GILT) announce on March 4, 2026 about AeroStream orders?

Gilat announced a multi-million dollar order for AeroStream Ka-band amplifiers to support IFC on commercial aircraft. According to the company, deliveries are expected over the next 24 months, enabling accelerated fleet deployment.

How many aircraft currently use Gilat Wavestream IFC products (GILT)?

More than 5,000 aircraft currently fly with Gilat Wavestream IFC products, according to the company. That installed base supports scale and operational experience in commercial and business aviation connectivity.

What is the delivery timeline for Gilat's AeroStream order (GILT)?

Deliveries for the multi-million dollar AeroStream order are planned over the next 24 months, according to the company. This timeline covers hardware shipments and supports phased fleet integrations.

Is the AeroStream Ka Transceiver certified for commercial aircraft (GILT)?

Yes. The AeroStream Ka transceiver is already certified for most commercial and business aircraft, according to the company. Certification is intended to streamline integration and speed fleet deployment.

What product did Gilat highlight in the March 4, 2026 announcement (GILT)?

The company highlighted the AeroStream 60W Ka band Wideband BUC and AeroStream Ka transceiver family. According to the company, these products target certified IFC installations on commercial aircraft.