VSAT
Market read
The latest filing evidence is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if VSAT's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Due to the nature of commercial airline contracts and other factors such as OEM delays, there can be no assurance that all anticipated purchase orders and requests will be placed or that anticipated IFC services will be activated on all such additional commer…”10-Q · Aug 6, 2026 ↗
“Additionally, the tax law changes decreased cash paid for income taxes in fiscal year 2026 associated with the Company's majority-owned subsidiary primarily due to the accelerated amortization of research and development expenses that were previously capitali…”10-K · May 29, 2026 ↗
“Capital Expenditures and IR&D Investments Capital expenditures in fiscal year 2026 of $1.0 billion were slightly lower than fiscal year 2025, reflecting efforts to continue to optimize our capital expenditures as we integrate our businesses and prioritize our…”10-K · May 29, 2026 ↗
“Interest expense The $7.0 million decrease in interest expense for the three months ended December 31, 2025 compared to the prior year period was primarily due to our decreased level of indebtedness compared to the prior year period, as the aggregate principa…”10-Q · Feb 6, 2026 ↗
Valuation discipline
Price/sales 2.2× · EV/sales 1.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for VSAT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-08-08.
Capital and cash conversion
Inventory growth exceeded revenue growth and inventory intensity increased.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded improvement was identified.
“43 Segment operating profit (loss) Three Months Ended Dollar Percentage (In millions, except percentages) June 30, 2026 June 30, 2025 Increase (Decrease) Increase (Decrease) Segment operating profit (loss) $ 49.9 $ 71.5 $ (21.6 ) (30 )% Percentage of segment revenues 15 % 21 % The decrease in our defense and advanced technologies segment operating profit was primarily due to lower earnings contributions of $16.3 million, reflecting segment product revenue decline and a change in margins, as product revenues in this segment included a higher percentage of intellectual property licensing and royalty-based revenues in the prior year period, which had relatively low costs of product revenues.”
“Segment operating profit (loss) Three Months Ended Dollar Percentage (In millions, except percentages) June 30, 2026 June 30, 2025 Increase (Decrease) Increase (Decrease) Segment operating profit (loss) $ 62.4 $ 40.9 $ 21.6 53 % Percentage of segment revenues 8 % 5 % The increase in our communication services segment operating profit was primarily due to higher earnings contributions of $19.7 million, reflecting higher service revenue margins.”
“This $2.1 million increase was driven by a $53.5 million year-over-year decrease in cash used to fund net operating assets, partially offset by our operating results (net income (loss) adjusted for depreciation, amortization and other non-cash charges) which resulted in $51.4 million of lower cash provided by operating activities year-over-year.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“Some of our customers include Telus, Viasat, L3 Harris Technologies, CPI, Lockheed Martin, Microsemi, and Paramount Global.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
VSAT is currently a Follower in the organic co-movement group Commercial Space. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.