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Compare the evidence

Kratos vs Gilat vs Viasat

Compare virtualized ground systems, modem platforms and ground antennas. Demonstrations, contract awards, operational acceptance and recurring service availability are different milestones.

Read horizontally within each row. Product ratings, planned capacity, completed deliveries and current financials describe different stages.

On narrow screens, scroll the comparison horizontally. Each figure keeps its period, accounting definition and source. GAAP cash flow, adjusted margins, segment gross profit and EBITDA are not interchangeable.

Kratos vs Gilat vs Viasat: capacity, delivery, economics and evidence boundaries
Research dimensionKratos Defense & Security SolutionsKTOS · Checked 2026-10-21Gilat Satellite NetworksGILT · Checked 2026-10-21ViasatVSAT · Checked 2026-10-21
Industrial role

Virtualized satellite ground systems and RF infrastructure

Satellite modems, terminals and ground platforms

Satellite ground antennas and network infrastructure

Constraint to test

Interoperability, ground-segment integration and operational acceptance

Qualified satellite access links and ground-network integration

Reliable multi-orbit links, ground-site deployment and integration

Reported evidence and sources

Kratos reports a multi-vendor 5G NR non-terrestrial network connectivity demonstration using its OpenSpace ground platform.

Gilat lists SkyEdge II-c ground architecture and router/modem families for mobility, broadband, backhaul and enterprise use.

Viasat describes ground antenna systems and ground-station services for satellite communications and Earth observation.

Capacity and delivery
  • The disclosed milestone is a connectivity demonstration; accepted operational throughput and deployment volumes are not quantified. Source ↗
  • The cited product documentation does not quantify current customer-accepted annual output. Source ↗
  • The cited product documentation does not quantify current customer-accepted annual output. Source ↗
Reported economics
Total revenues
458.8 USD millionQ2 2026 · GAAP · Source ↗
Operating income (loss)
-1.6 USD millionQ2 2026 · GAAP · Source ↗

Not quantified in this profile.

Not quantified in this profile.

Evidence coverage

Primary-source operating or segment results; capacity evidence retains its stated stage.

Constraint-specific revenue, pricing power and valuation remain unquantified; product relevance is not proof of pure-play exposure.

No quantified share of revenue attributable to the specific constraint. No evidence-strength score is assigned.

Public product or operations profile. Quantitative economic exposure has not been reviewed here.

Constraint-specific revenue, pricing power and valuation remain unquantified; product relevance is not proof of pure-play exposure.

No quantified share of revenue attributable to the specific constraint. No evidence-strength score is assigned.

Public product or operations profile. Quantitative economic exposure has not been reviewed here.

Constraint-specific revenue, pricing power and valuation remain unquantified; product relevance is not proof of pure-play exposure.

No quantified share of revenue attributable to the specific constraint. No evidence-strength score is assigned.
Counter-evidence

No separately sourced counter-evidence review is included in this baseline. The conditions below are research tests.

No separately sourced counter-evidence review is included in this baseline. The conditions below are research tests.

No separately sourced counter-evidence review is included in this baseline. The conditions below are research tests.

Next to monitor
  • Production deployments and customer acceptance after interoperability tests
  • Ground-system revenue, program margins and cash conversion
  • Terminal and gateway acceptance by network and orbit
  • Backlog conversion, deployment milestones and recurring service demand
  • Accepted ground sites, link performance and operator adoption
  • Project cash conversion, capital needs and satellite readiness
What would weaken the case?
  • Operator-specific integration prevents scalable deployment
  • Competing ground platforms or internal development displace orders
  • Customers choose competing modem or terminal ecosystems
  • Integration delays or satellite schedule changes defer delivery
  • Satellite anomalies or competing networks impair economics
  • Installation, licensing or customer funding delays hold up service

Open in Excel or another spreadsheet. Each entry preserves its source, date and accounting definition; research interpretations are labeled.

How to use this comparison

Start with the constraint, inspect the dated sources, then follow the company to monitor new evidence. A documented industrial role does not establish a shortage or an attractive share price.

This comparison uses open company research checked on the dates shown. Valuation and expected returns require a separate review.