Defense Powers Upside Surprise; Aviation Up 14% but Orders Slowing Ahead of ViaSat-3.

Strong start to FY26. Q1 revenues increased 4% and beat the consensus by ~4%, driven by DATS and a surprise bump in Fixed & Other. AEBITDA increased 1% but beat the consensus forecast by ~10%.

Defense strength. DATS revenues increased 13% while AEBITDA grew 22% excluding IP licensing. Orders increased 22% y/y (B2B of 1.2x) and the backlog grew 50% y/y for the second consecutive quarter, supporting “mid-teens” growth in FY26.

Viasat (VSAT): 2026 Q1 Earnings Review & Financial Analysis

SKU: QS-CE-2026-Q1-Viasat_(VSAT)

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August 14, 2025
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