Stock chart
Analyses on Gilat (5)
- April 30, 2026
- March 16, 2026March 16, 2026
- Follow-up
Follow-Up to Gilat: How Much of Peru's Profit Really Reaches Shareholders
Peru created Gilat's strongest profit engine in 2025, but a meaningful part of that value is still tied up in guarantees, collection proceedings, and long-duration contracts, so it is not equivalent to free cash or fast shareholder access.
- Follow-up
Follow-Up to Gilat: How Much Bargaining Power Shifted to the Largest Customers
In 2025, the center of gravity in Gilat’s commercial business shifted toward a narrower customer base, with the two largest commercial customers holding 44% of revenue in the same year the Commercial Division lost margin.
- Follow-up
Follow-Up to Gilat: When Will SBS Start Turning Volume Into Profit
SBS has already given Gilat a sharp revenue step-up, but 2025 shows it still has not turned that volume into profit: Commercial margin compressed, SBS itself lost money, and the working-capital load behind the ramp remains heavy.
Gilat 2025: Revenue Surged, but SBS Has Not Yet Proven the Growth Really Works
Gilat exited 2025 larger and more diversified, but the SBS move still has not proved that it creates better shareholder economics rather than mainly more scale, more working capital pressure, and more concentration.
