Gilat is evolving from a niche satellite ground-equipment supplier into a larger multi-orbit, aviation, and defense SATCOM consolidation platform with meaningful upside if acquisitions are integrated successfully.
Overview
Gilat Satellite Networks is a 35-year satellite communications specialist repositioning around defense, commercial multi-orbit platforms, and Peru managed services. Its revenue mix spans proprietary ground hardware, software-enabled platforms, and long-term service contracts. The January 2025 structure—Gilat Defense, Gilat Commercial, and Gilat Peru—aligns the company with high-growth markets including tactical SATCOM, inflight connectivity, cellular backhaul, and rural broadband. SkyEdge IV, DataPath, Wavestream, and Stellar Blu give Gilat a differentiated portfolio across secure defense networks, multi-orbit ground systems, RF amplification, and aviation connectivity.