--- title: "Comtech Telecom | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 111.03 M" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/269430654.md" datetime: "2025-12-11T21:15:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/269430654.md) - [en](https://longbridge.com/en/news/269430654.md) - [zh-HK](https://longbridge.com/zh-HK/news/269430654.md) --- > 支持的语言: [English](https://longbridge.com/en/news/269430654.md) | [繁體中文](https://longbridge.com/zh-HK/news/269430654.md) # Comtech Telecom | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 111.03 M Revenue: As of FY2026 Q1, the actual value is USD 111.03 M, beating the estimate of USD 110.36 M. EPS: As of FY2026 Q1, the actual value is USD -0.67, beating the estimate of USD -0.71. EBIT: As of FY2026 Q1, the actual value is USD 8.573 M. ### Satellite and Space Communications Segment #### Revenue - Net sales: $55.1 million for the three months ended October 31, 2025, compared to $58.9 million for the three months ended October 31, 2024, a decrease of $3.8 million or 6.5%. #### Operational Metrics - Gross profit: Increased significantly in comparison to the three months ended October 31, 2024, reflecting changes in product and service mix and improved operational performance. - Operating income: $3.2 million for the three months ended October 31, 2025, compared to an operating loss of $118.8 million for the three months ended October 31, 2024. - Gross margin: Improved sequentially throughout fiscal 2025 and in the first quarter of fiscal 2026. #### Unique Metrics - Book-to-bill ratio: 0.77x for the three months ended October 31, 2025, compared to 0.99x for the three months ended October 31, 2024. #### Future Outlook and Strategy - Focus on capitalizing on differentiated capabilities, evaluating the product portfolio, and implementing initiatives to improve margins and cash flow generation. - Migration of certain production capabilities to Chandler, Arizona, expected to be completed in fiscal 2026, resulting in increased manufacturing efficiencies and annualized cost savings of approximately $3.0 million. ### Allerium Segment #### Revenue - Net sales: $55.9 million for the three months ended October 31, 2025, compared to $56.9 million for the three months ended October 31, 2024, a decrease of $1.0 million or 1.8%. #### Operational Metrics - Gross profit: Increased in comparison to the three months ended October 31, 2024, reflecting changes in product and service mix and the continued adoption of solutions by new customers. - Operating income: $5.4 million for the three months ended October 31, 2025, compared to $5.3 million for the three months ended October 31, 2024. - Gross margin: Reflects the migration of more PSAPs onto NG-911 core services and platforms. #### Unique Metrics - Book-to-bill ratio: 1.06x for the three months ended October 31, 2025, compared to 1.22x for the three months ended October 31, 2024. #### Future Outlook and Strategy - Strategic wins in the U.S., Canada, and Australia position the segment well for delivering sophisticated solutions for various types of emergencies. - Awarded approximately $27.0 million of initial funding toward a multi-year contract extension valued in excess of $130.0 million. ### Unallocated #### Operational Metrics - Unallocated expenses: $10.6 million for the three months ended October 31, 2025, compared to $13.5 million for the three months ended October 31, 2024. - CEO transition costs: $0.8 million for the three months ended October 31, 2025, compared to $0.6 million for the three months ended October 31, 2024. - Proxy solicitation costs: None in the three months ended October 31, 2025, compared to $1.6 million in the three months ended October 31, 2024. #### Future Outlook and Strategy - Ongoing board refreshment initiatives, including the appointment of Mary Jane Raymond as an independent director. ### Consolidated Metrics #### Revenue - Consolidated net sales: $111.0 million for the three months ended October 31, 2025, compared to $115.8 million for the three months ended October 31, 2024, a decrease of $4.8 million or 4.1%. #### Operational Metrics - Gross profit: $36.8 million for the three months ended October 31, 2025, compared to $14.5 million for the three months ended October 31, 2024, an increase of $22.3 million or 153.3%. - Operating loss: $2.8 million for the three months ended October 31, 2025, compared to an operating loss of $129.2 million for the three months ended October 31, 2024. - Net loss attributable to common stockholders: $19.8 million for the three months ended October 31, 2025, compared to $155.9 million for the three months ended October 31, 2024. - Adjusted EBITDA: $9.6 million for the three months ended October 31, 2025, compared to negative $30.8 million for the three months ended October 31, 2024. #### Cash Flow - Net cash provided by operating activities: $8.1 million for the three months ended October 31, 2025, compared to net cash used in operating activities of $21.8 million for the three months ended October 31, 2024. - Net cash used in investing activities: $3.3 million for the three months ended October 31, 2025, compared to $2.4 million for the three months ended October 31, 2024. - Net cash used in financing activities: $1.2 million for the three months ended October 31, 2025, compared to net cash provided by financing activities of $21.4 million for the three months ended October 31, 2024. #### Unique Metrics - Backlog: $663.0 million as of October 31, 2025, compared to $672.1 million as of July 31, 2025, and $811.0 million as of October 31, 2024. - Revenue visibility: Approximately $1.1 billion as of October 31, 2025. #### Future Outlook and Strategy - Focus on executing operational strategy, generating positive cash inflows, and maximizing the remaining available portion of the Revolver Loan under the Credit Facility. - Potential for increased material cash requirements due to various factors, including changes in customer or government spending priorities, larger than usual customer orders, and actions related to the transformation plan. ### 相关股票 - [Comtech Telecom (CMTL.US)](https://longbridge.com/zh-CN/quote/CMTL.US.md) ## 相关资讯与研究 - [Comtech Telecommunications Files $125 Million Mixed Shelf](https://longbridge.com/zh-CN/news/280217901.md) - 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