Gilat Satellite Networks Ltd. announced a new $10 million Earth Observation direct‑downlink contract through its DataPath subsidiary, a move that expands the company’s portfolio into the rapidly growing earth‑observation and geospatial‑insights market.
The order, to be delivered within the next 12 months, will add a significant revenue stream to Gilat’s already robust business. The contract is a key component of the company’s full‑year 2025 revenue guidance of $445 million to $455 million, and it complements the $117.7 million in revenue reported for Q3 2025.
Gilat’s strategic focus on defense and in‑flight connectivity is reinforced by this deal. The company’s recent Q3 results showed a 58 % year‑over‑year revenue increase and improved adjusted EBITDA, while its cash position stood at $155 million. The new contract demonstrates the company’s ability to secure high‑value, mission‑critical work and signals confidence in its satellite‑terminal technology for new applications.
Investors responded positively to the announcement, reflecting confidence in Gilat’s expansion into high‑growth markets and its continued execution on its growth strategy.
Nicole Robinson, President of Gilat DataPath, said, “Nations today rely on resilient, mission‑tailored insights and intelligence as they seek to understand the security environment, humanitarian assistance and first‑responder efforts. This award underscores confidence in our ability to deliver customized Earth observation capabilities based on our trusted SATCOM terminal solutions that enhance operational performance.”
The contract places Gilat in direct competition with established players such as Airbus, Capella Space and Ursa Space Systems in the earth‑observation sector, while also strengthening its position against satellite‑communications rivals like ViaSat, Intelsat and Comtech. By leveraging its proven terminal technology, Gilat is poised to capture a share of the growing demand for real‑time data in intelligence, surveillance and situational‑awareness applications.
With a strong cash balance and a track record of disciplined cost management, Gilat is well positioned to invest in further product development and market expansion, ensuring that the new contract will contribute to sustained revenue growth and reinforce its strategic pivot toward high‑growth defense and connectivity segments.
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