NASDAQ$VSAT

Viasat Inc. · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Viasat reported higher revenue and returned to profitability while adjusted EBITDA declined modestly year over year.

Viasat delivered Q3 FY2026 revenue growth driven by strength in Defense and Advanced Technologies, returned to net income, and generated positive free cash flow, while adjusted EBITDA declined slightly due to lower Communication Services profitability.

  • Revenue increased 3% year over year to $1.2 billion
  • Net income improved to $25 million from a prior-year loss
  • Adjusted EBITDA declined 2% year over year to $387 million
  • Quarterly contract awards totaled $971 million

Headline financials

Total Revenue

$1.16B

Previous: $1.12B+3.0%
EPS

$0.18

Previous: $0.00
Adjusted EBITDA

$387M

No prior period
Contract Awards

$971M

No prior period
FCF Conversion

6.2%

No prior period
Net Income

$25M

Previous: -$158M+115.8%
Operating Income

$26.3M

Previous: $21.2M+23.8%
Cash & Equivalents

$1.35B

No prior period
Total Assets

$14.9B

No prior period

Revenue & EPS history

Viasat · Revenue · Quarterly

$1.16B

Q3 2026+3%vs Q3 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Viasat · $780M total across 2 segments · Q1 2024

  • Communication Services
    $560M
  • Defense & Adv. Tech
    $220M

Forward guidance

Management reaffirmed full-year expectations for low single-digit revenue growth, flat adjusted EBITDA, and improving free cash flow.

Tailwinds

  • Low single-digit FY2026 revenue growth outlook
  • Expected flat adjusted EBITDA year over year
  • Positive free cash flow expected for FY2026
  • VS-3 satellite deployments expected to drive growth
  • Improving net debt to adjusted EBITDA ratio

Headwinds

  • Pressure on Communication Services margins
  • High capital expenditure requirements
  • Exposure to government budget timing
  • Competitive intensity in satellite communications
  • Execution risk related to satellite launches

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+1.0%

Avg return

Earnings day

+3.1%

Avg return

5 days after

+0.4%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+39.6%

Q1 2025

Best reaction

-19.3%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026+11.4%+21.1%+17.0%
Q2 2026+3.2%-0.1%+3.3%
Q1 2026+30.7%+20.0%+39.3%
Q4 2025-5.1%-13.1%+22.4%
Q3 2025+19.5%-5.7%+2.2%
Q2 2025-9.7%-14.3%-16.2%
Q1 2025+39.6%+23.3%-2.6%
Q4 2024-18.8%-17.2%-31.5%
Q3 2024-14.8%-8.3%-12.0%
Q2 2024+7.7%+3.9%+37.2%
Q1 2024+1.9%+6.8%-18.8%
Q4 2023+10.2%+21.3%+8.4%
Q3 2023-16.0%-13.3%-0.3%
Q2 2023-19.3%-7.5%-18.5%
Q1 2023+10.5%+18.4%+7.7%
Q4 2022-10.5%+2.3%-22.3%
Q3 2022-2.2%+0.3%+9.5%
Q2 2022-18.0%-20.0%-28.7%
Q1 2022+7.9%+13.0%+3.7%
Q4 2021+4.7%+12.1%+7.6%
Q3 2021+13.0%+22.7%+3.4%
Q2 2021+3.2%+7.3%+9.7%
Q1 2021+10.8%+10.3%-2.1%
Q4 2020+4.6%-0.4%-8.5%
Q3 2020-1.7%-2.5%-21.9%
Q2 2020+4.8%+6.0%+7.0%
Q1 2020+5.1%+7.1%+5.5%
Q4 2019+5.3%+3.0%-6.7%
Q3 2019+11.7%+11.0%+13.3%
Q2 2019+11.0%+9.9%+8.4%
Q1 2019-15.1%-9.0%-11.7%
Q4 2018-0.4%+0.4%+2.4%
Q3 2018-6.7%-5.1%+3.3%
Q2 2018+0.7%+8.6%+11.4%
Q1 2018-9.3%-9.2%-9.1%
Q4 2017+3.0%+3.6%+3.4%
Q3 2017+0.3%+3.6%+1.3%
Q2 2017+12.0%+15.8%+0.9%
Q1 2017-0.4%-0.9%+0.1%
Q4 2016-2.9%-1.9%-0.2%
Q3 2016+2.3%
Q2 2016-4.9%
Q1 2016-3.9%
Q4 2015+0.4%
Q3 2015+1.4%
Q2 2015+4.6%
Q1 2015-7.9%
Q4 2014-10.4%
Q3 2014-6.6%
Q2 2014-6.6%
Q1 2014-3.1%
Q4 2013+19.5%
Q3 2013+26.1%
Q2 2013-11.5%
Q1 2013+5.1%
Q4 2012+0.0%
Q3 2012-0.7%
Q2 2012-1.3%
Q1 2012+2.2%
Q4 2009+2.0%
Q4 2011+2.0%
Q3 2011-1.4%
Q3 2010-1.4%
Q2 2011+0.8%
Q2 2010-4.8%
Q4 2010-4.8%
Q1 2011-4.8%
Q1 2010-4.8%

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