
Viasat, Inc.
NASDAQ•VSAT
CEO: Mr. Mark D. Dankberg
セクター: Technology
業種: Communication Equipment
上場日: 1996-12-03
Viasat, Inc. provides broadband and communications products and services in the United States and internationally. It operates in three segments: Satellite Services, Commercial Networks, and Government Systems. The Satellite Services segment offers in-flight connectivity and wireless in-flight entertainment services for commercial aircraft and private jets; aviation software, and narrowband safety and communications services; satellite-based fixed broadband services, including broadband internet access, voice over internet protocol, and other services; enterprise connectivity solutions; fixed broadband internet, and wholesale and retail fixed broadband services; energy services comprising networking and connectivity solutions for remote sites and operations, and industry-leading machine learning analytics; IoT and other narrowband services; and community internet services. The Commercial Networks segment provides mobile satellite communication systems for use in aircrafts, and land-mobile and seagoing vessels; fixed broadband satellite communication systems, such as satellite network infrastructure and ground terminals; antenna systems, including ground and airborne terminals, antennas, and gateways for terrestrial and satellite customer applications, mobile satellite communications, Ka-band earth stations, and other multi-band/multi-function antennas; and space systems design and satellite networking development systems. This segment also designs and develops satellite and ground communications systems and network function virtualization, as well as ground-based network subsystems; and designs, develops, and produces space system solutions for various orbital regimes, including GEO, HEO, medium earth orbit (MEO), low earth orbit (LEO) satellites, and other satellite platforms. The Government Systems segment offers government mobile broadband products and services, including mobile and fixed broadband modems, terminals, and network access control systems; mesh and hub-and-spoke satellite networking systems; and secure networking, cybersecurity, and information assurance products. Viasat, Inc. was incorporated in 1986 and is headquartered in Carlsbad, California.
連絡先情報
時価総額
$6.64B
PER (TTM)
-18.8
37.5
配当利回り
--
52週高値
$49.68
52週安値
$7.36
52週レンジ
順位53Top 76.1%
2.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2025 データ
売上高
$1.16B+0.00%
直近4四半期の推移
EPS
$0.18+0.00%
直近4四半期の推移
フリーCF
$726.89M+0.00%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Quarterly Net Income Reversal Net income attributable to Viasat $25.0 M for the quarter, reversing prior $158.4 M loss. Basic EPS $0.18 vs $(1.23) loss.
Strong Operating Cash Flow Operating cash flow reached $1.27 B for nine months, significantly up from $610 M prior period. Driven by deferred revenue timing.
Defense Segment Profit Growth Defense and Advanced Technologies operating profit rose 24% quarterly to $53.1 M. Total segment revenues grew 9% to $331.7 M.
Total Debt Reduction Total long-term debt decreased to $6.24 B as of December 31, 2025, down from $7.20 B at March 31, 2025.
リスク要因
Satellite Launch Execution Risk ViaSat-3 F2 launch expected H1 FY2027; delays risk capacity constraints until new services scale up successfully.
Government Contract Audits Ongoing DCAA audit of FY2025 recurring costs; adverse adjustments could impact profitability. Reserves stand at $15.1 M.
Debt Covenant Restrictions Various debt facilities contain covenants restricting debt incurrence, asset sales, and dividend payments. Compliance is ongoing.
Litigation Uncertainty Exposure Involved in various claims, including IP and government contract matters; resolution uncertainty poses potential adverse impact.
見通し
ViaSat-3 F2 Deployment Timeline ViaSat-3 F2 satellite launch anticipated in the first half of fiscal year 2027, expanding global coverage and resiliency.
Ligado Settlement Cash Inflow Expect $568 M from Ligado in FY2026, including $100 M lump sum due March 31, 2026, enhancing liquidity.
Future Financing Evaluation Evaluating potential acquisitions, strategic partnerships, and future satellite construction requiring additional financing sources.
Firm Backlog Strength Firm backlog totaled $4.0 B as of December 31, 2025, with less than half expected delivery in next 12 months.
同業比較
売上高 (TTM)
$18.16B
COMM$5.30B
VSAT$4.62B
粗利益率 (最新四半期)
S73.8%
CWAN65.6%
WEX54.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CWAN | $6.68B | 17.0 | 25.8% | 29.5% |
| VSAT | $6.64B | -18.8 | -7.4% | 48.4% |
| VNT | $6.06B | 14.8 | 34.0% | 48.9% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.3%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月18日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年12月31日|提出日: 2026年2月6日|売上高: $1.16B+0.0%|EPS: $0.18+0.0%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年9月30日|提出日: 2025年11月10日|売上高: $1.14B+1.7%|EPS: $-0.47-56.1%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年6月30日|提出日: 2025年8月8日|売上高: $1.17B+4.0%|EPS: $-0.43+65.4%予想を上回るForm 10-K - FY 2024
会計期末: 2025年3月31日|提出日: 2025年5月27日|売上高: $4.52B+5.5%|EPS: $-4.42+47.9%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年12月31日|提出日: 2025年2月10日|売上高: $1.12B-0.4%|EPS: $-1.23+24.2%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年9月30日|提出日: 2024年11月8日|売上高: $1.12B-8.4%|EPS: $-1.07-82.6%予想を下回るForm 10-Q - Q1 2024
会計期末: 2024年6月30日|提出日: 2024年8月9日|売上高: $1.13B+44.5%|EPS: $-0.26-68.7%予想を下回るForm 10-K - FY 2023
会計期末: 2024年3月31日|提出日: 2024年5月29日|売上高: $4.28B+67.6%|EPS: $-8.49-11.7%予想を下回る