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KVH Industries (KVHI)
NASDAQ:KVHI
Earnings Data
Report Date
May 12, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.09Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents substantial strategic and operational progress: strong Q4 service revenue growth (+27% YoY), a major expansion of Starlink capacity ($45M, 18-month pool), meaningful subscriber growth (+28% Y/Y), improved adjusted EBITDA (Q4 $3.1M; FY $8.1M), cost reductions (17%), and bullish 2026 guidance ($130M–$145M revenue; $11M–$16M adjusted EBITDA). Headline full-year service revenue growth was modest (+2%) due to a nonrecurring U.S. Coast Guard item, airtime depreciation remains a significant margin drag (89% of service revenue), and there are near-term impacts from an acquisition-related cash outflow and some nonrecurring costs. On balance, the positives around LEO positioning, subscriber momentum, margin improvement, and an expanded Starlink commitment outweigh the lowlights.Company Guidance
Strong Q4 Service Revenue Growth
Service revenue in Q4 rose to $28.3 million, a 27% increase year-over-year, with service gross profit of $9.8 million (up $1.1 million sequentially) and a service gross margin of 34% (flat vs. prior quarter).
Significant Starlink Capacity Commitment
Contracted a second Starlink data pool that is 300% larger than the initial pool, representing a $45 million 18-month commitment to support growing LEO airtime demand.
Adjusted EBITDA Momentum
Delivered the strongest adjusted EBITDA quarter of the year at $3.1 million in Q4 and $8.1 million for the full year, reflecting improving operating leverage as the business scales.
Subscriber and Installed Base Expansion
Grew the subscriber base by approximately 2,000 vessels (a 28% increase year-over-year), ending the year with more than 9,000 vessels under contract. Excluding two terminated low-ARPU fleets, subscribing vessels were up 8% in Q4 and 37% from the start of the year.
Product and Managed Services Progress
Surpassed 1,000 CommBox Edge subscribers, positioning the company to launch a vessel-based managed IT solution and move beyond connectivity into higher-value managed services.
Strategic M&A and Regional Expansion
Completed a Q4 acquisition and integrated an Asia-Pacific customer base, adding over 800 vessels and more than 4,400 land-based subscribers; the acquisition is estimated to add roughly $2.5 million net revenue per quarter.
Cost Discipline and Balance Sheet Actions
Reduced operating costs by 17% year-over-year, sold the Middletown facility to strengthen the balance sheet, maintain no debt, and increased the share repurchase authorization from $10 million to $15 million.
Positive 2026 Guidance
Provided 2026 guidance of $130 million to $145 million in revenue and $11 million to $16 million in adjusted EBITDA, signaling confidence in continued top-line growth and margin expansion.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $5.00 | $5.00 | 0.00% |
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 May 12, 2026, TBA (Confirmed).
What is KVH Industries (KVHI) earnings time?
KVH Industries (KVHI) earnings time is at May 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?
Currently, no data Available