[6-K] Gilat Satellite Networks Ltd Current Report (Foreign Issuer)
Gilat Satellite Networks announced its Commercial Division received over $60 million in orders for Stellar Blu ESA Sidewinder in-flight connectivity terminals from a leading satellite operator, with deliveries expected within the next 12 months. The orders cover hundreds of Sidewinder ESA units for retrofit programs and the first production run tied to an eventual OEM linefit terminal for Boeing. The company highlights broader market opportunities including VVIP and special-mission aircraft as drivers of demand. The release reiterates Gilat's product portfolio across commercial and defense connectivity solutions.
Gilat Satellite Networks ha comunicato che la sua Divisione Commerciale ha ricevuto ordini per oltre 60 milioni di dollari relativi ai terminali di connettività in volo Stellar Blu ESA Sidewinder da parte di un importante operatore satellitare, con consegne previste nei prossimi 12 mesi. Gli ordini riguardano centinaia di unità Sidewinder ESA per programmi di retrofit e il primo lotto di produzione legato a un futuro terminale linefit OEM per Boeing. L'azienda sottolinea ulteriori opportunità di mercato, incluse aeromobili VVIP e a missione speciale, come fattori trainanti della domanda, e ribadisce il proprio portafoglio prodotti nelle soluzioni di connettività commerciali e per la difesa.
Gilat Satellite Networks anunció que su División Comercial recibió pedidos por más de 60 millones de dólares para terminales de conectividad en vuelo Stellar Blu ESA Sidewinder de un importante operador satelital, con entregas previstas en los próximos 12 meses. Los pedidos abarcan cientos de unidades Sidewinder ESA para programas de modernización y la primera producción vinculada a un terminal OEM linefit destinado a Boeing. La compañía destaca oportunidades de mercado más amplias, incluyendo aeronaves VVIP y de misiones especiales, como impulsores de la demanda, y reitera su cartera de productos en soluciones de conectividad comerciales y de defensa.
Gilat Satellite Networks는 상업부문이 주요 위성사업자로부터 Stellar Blu ESA Sidewinder 기내 연결 단말기에 대해 6천만 달러가 넘는 수주를 받았으며, 납품은 향후 12개월 내에 이루어질 예정이라고 발표했습니다. 이번 주문은 레트로핏 프로그램용 수백 대의 Sidewinder ESA 유닛과 향후 Boeing용 OEM 라인핏 터미널에 연결된 첫 생산 물량을 포함합니다. 회사는 VVIP 및 특수 임무 항공기 등을 수요 견인 요인으로 삼는 더 넓은 시장 기회를 강조하며, 상업 및 방위용 연결 솔루션 전반에 걸친 제품 포트폴리오를 재확인했습니다.
Gilat Satellite Networks a annoncé que sa division commerciale a reçu pour plus de 60 millions de dollars de commandes de terminaux de connectivité en vol Stellar Blu ESA Sidewinder de la part d'un grand opérateur satellite, avec des livraisons prévues dans les 12 prochains mois. Les commandes concernent des centaines d'unités Sidewinder ESA pour des programmes de rétrofit et la première série de production liée à un terminal OEM linefit pour Boeing. La société souligne des opportunités de marché plus larges, notamment les avions VVIP et de missions spéciales comme moteurs de la demande, et réaffirme son portefeuille de produits pour les solutions de connectivité commerciales et de défense.
Gilat Satellite Networks gab bekannt, dass seine Commercial Division Bestellungen im Wert von über 60 Millionen US-Dollar für Stellar Blu ESA Sidewinder Bordkonnektivitäts-Terminals von einem führenden Satellitenbetreiber erhalten hat; die Lieferungen sollen innerhalb der nächsten 12 Monate erfolgen. Die Aufträge umfassen Hunderte von Sidewinder ESA-Einheiten für Retrofit-Programme sowie die erste Produktionsserie im Zusammenhang mit einem späteren OEM-Linefit-Terminal für Boeing. Das Unternehmen hebt zusätzliche Marktchancen hervor, etwa VVIP- und Spezialmission-Flugzeuge als Nachfrage-Treiber, und bekräftigt sein Produktportfolio für kommerzielle und militärische Konnektivitätslösungen.
- Order value exceeds $60 million, representing a material commercial win for the Stellar Blu Sidewinder ESA.
- Deliveries expected within 12 months, implying near-term revenue recognition potential.
- Orders include hundreds of terminals, indicating meaningful unit volume and production scale-up.
- Includes first production run tied to Boeing OEM linefit, demonstrating OEM engagement and longer-term opportunity.
- Expands addressable markets to VVIP and special-mission aircraft, which may have higher margins.
- No pricing, margin, or contract-term details disclosed, limiting visibility into profitability impact.
- No named airline or satellite operator identities, which constrains assessment of customer credit or strategic value.
- Certification, installation schedules, and potential regulatory or integration risks are not described.
Insights
TL;DR: A >$60M order backlog for hundreds of IFC terminals is a notable near-term revenue and production milestone.
The award signals meaningful commercial traction for Gilat's Stellar Blu Sidewinder ESA, with confirmed deliveries slated over the next 12 months. For a company selling hardware and integrated services, confirmation of hundreds of units and an OEM linefit pathway for Boeing suggests improved production visibility and potential revenue recognition within the year. This development could bolster Gilat's Commercial Division sales cadence, though the announcement does not disclose pricing per unit, margins, or contract terms, which are material for forecasting.
TL;DR: Orders for retrofit and initial OEM linefit units indicate product-market fit with aviation OEM and airline customers.
Securing hundreds of Sidewinder ESA terminals and an OEM linefit production run for Boeing reflects both operator and OEM acceptance of the platform. The mix of retrofit orders and OEM production implies near-term installation logistics and certification coordination. Mention of VVIP and special-mission markets highlights adjacent high-value segments where unit economics can be favorable. The announcement omits certification status, installation timelines per airline, and specific airline identities, limiting assessment of deployment risk and scale.
Gilat Satellite Networks ha comunicato che la sua Divisione Commerciale ha ricevuto ordini per oltre 60 milioni di dollari relativi ai terminali di connettività in volo Stellar Blu ESA Sidewinder da parte di un importante operatore satellitare, con consegne previste nei prossimi 12 mesi. Gli ordini riguardano centinaia di unità Sidewinder ESA per programmi di retrofit e il primo lotto di produzione legato a un futuro terminale linefit OEM per Boeing. L'azienda sottolinea ulteriori opportunità di mercato, incluse aeromobili VVIP e a missione speciale, come fattori trainanti della domanda, e ribadisce il proprio portafoglio prodotti nelle soluzioni di connettività commerciali e per la difesa.
Gilat Satellite Networks anunció que su División Comercial recibió pedidos por más de 60 millones de dólares para terminales de conectividad en vuelo Stellar Blu ESA Sidewinder de un importante operador satelital, con entregas previstas en los próximos 12 meses. Los pedidos abarcan cientos de unidades Sidewinder ESA para programas de modernización y la primera producción vinculada a un terminal OEM linefit destinado a Boeing. La compañía destaca oportunidades de mercado más amplias, incluyendo aeronaves VVIP y de misiones especiales, como impulsores de la demanda, y reitera su cartera de productos en soluciones de conectividad comerciales y de defensa.
Gilat Satellite Networks는 상업부문이 주요 위성사업자로부터 Stellar Blu ESA Sidewinder 기내 연결 단말기에 대해 6천만 달러가 넘는 수주를 받았으며, 납품은 향후 12개월 내에 이루어질 예정이라고 발표했습니다. 이번 주문은 레트로핏 프로그램용 수백 대의 Sidewinder ESA 유닛과 향후 Boeing용 OEM 라인핏 터미널에 연결된 첫 생산 물량을 포함합니다. 회사는 VVIP 및 특수 임무 항공기 등을 수요 견인 요인으로 삼는 더 넓은 시장 기회를 강조하며, 상업 및 방위용 연결 솔루션 전반에 걸친 제품 포트폴리오를 재확인했습니다.
Gilat Satellite Networks a annoncé que sa division commerciale a reçu pour plus de 60 millions de dollars de commandes de terminaux de connectivité en vol Stellar Blu ESA Sidewinder de la part d'un grand opérateur satellite, avec des livraisons prévues dans les 12 prochains mois. Les commandes concernent des centaines d'unités Sidewinder ESA pour des programmes de rétrofit et la première série de production liée à un terminal OEM linefit pour Boeing. La société souligne des opportunités de marché plus larges, notamment les avions VVIP et de missions spéciales comme moteurs de la demande, et réaffirme son portefeuille de produits pour les solutions de connectivité commerciales et de défense.
Gilat Satellite Networks gab bekannt, dass seine Commercial Division Bestellungen im Wert von über 60 Millionen US-Dollar für Stellar Blu ESA Sidewinder Bordkonnektivitäts-Terminals von einem führenden Satellitenbetreiber erhalten hat; die Lieferungen sollen innerhalb der nächsten 12 Monate erfolgen. Die Aufträge umfassen Hunderte von Sidewinder ESA-Einheiten für Retrofit-Programme sowie die erste Produktionsserie im Zusammenhang mit einem späteren OEM-Linefit-Terminal für Boeing. Das Unternehmen hebt zusätzliche Marktchancen hervor, etwa VVIP- und Spezialmission-Flugzeuge als Nachfrage-Treiber, und bekräftigt sein Produktportfolio für kommerzielle und militärische Konnektivitätslösungen.
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Gilat Satellite Networks Ltd.
(Registrant)
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Dated August 20, 2025
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By:
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/s/ Doron Kerbel
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Doron Kerbel
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General Counsel & Company Secretary
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Phone: +1 212 838 3777
FAQ
What is the value of the Gilat (GILT) order and delivery timeline?
How many Stellar Blu Sidewinder terminals were ordered?
Do the orders include OEM linefit production for Boeing?
Are the customers or airlines identified in the filing?
Does the filing disclose pricing or expected margins from the orders?
