KVH Industries (KVHI)
NASDAQ:KVHI
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.05Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational momentum: record connectivity shipments (+70%), meaningful subscriber growth (+7% QoQ, +30% YoY), and a rapid shift to LEO (now >45% of airtime revenue). Service profitability improved slightly (margin +1 point) and higher-value offerings (managed IT, Link content, CommBox) show early traction. Offsetting these positives were a notable cash outflow related to a $16M Starlink installment, a modest decline in adjusted EBITDA (~9.7% QoQ), flat service revenue due to seasonality, and the expected decline in standalone VSAT subscribers. Management framed most negatives as anticipated or strategic investments (bulk data purchase, region expansion), and highlighted disciplined execution as they transition to LEO-driven solutions.Company Guidance
Record Connectivity Shipments
Shipped approximately 3,100 connectivity units in Q1, a 70% increase over the previous high (around 1,850 units in Q3 2025). Management called this a record quarter and a leading indicator for future subscriber activations.
Subscriber Growth
Total subscribing vessels ended the quarter at ~9,600, up 7% quarter-over-quarter and 30% year-over-year, reflecting continued adoption of KVH solutions.
LEO Mix Rapidly Increasing
LEO services now represent over 45% of airtime revenue, up from less than 30% a year ago (an increase of ~15+ percentage points), demonstrating meaningful progress in the shift to LEO-based offerings.
Service Profitability and Margin Expansion
Service gross profit was $9.8 million and service gross margin improved to 35% from 34% in the prior quarter (+1 percentage point), with airtime depreciation easing to 7% of service revenue (from 8%).
Product and Service Portfolio Progress
Momentum in higher-value services: managed IT in early trials on multiple vessels, Link content platform expanding (live-streaming planned), and CommBox paywall introduced to enable point-of-sale purchases and future direct crew bandwidth sales.
Strategic Geographic Expansion
Company is prioritizing growth in India and Latin America, planning incremental sales and marketing investments within existing guidance to capture increasing demand for maritime connectivity.
KVHI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KVHI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $9.43 | $10.49 | +11.24% |
Mar 10, 2026 | $6.07 | $6.79 | +11.86% |
Nov 06, 2025 | $6.02 | $5.64 | -6.31% |
Aug 07, 2025 | $5.22 | $5.33 | +2.11% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does KVH Industries (KVHI) report earnings?
KVH Industries (KVHI) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is KVH Industries (KVHI) earnings time?
KVH Industries (KVHI) earnings time is at Aug 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KVHI EPS forecast?
KVHI EPS forecast for the fiscal quarter 2026 (Q2) is 0.04.