Gogo Q4 revenue rises 67%, loss shrinks, helped by Satcom Direct acquisition
Overview
Aviation broadband provider's Q4 revenue rose 67% yr/yr, beating analyst expectations
Company reported Q4 net loss of $10 mln, impacted by litigation settlement costs but is smaller than year-ago period
Company activated first 5G aircraft in December 2025
Outlook
Company expects 2026 revenue between $905 mln and $945 mln
Gogo projects 2026 adjusted EBITDA between $198 mln and $218 mln
Company forecasts 2026 free cash flow between $90 mln and $110 mln
Result Drivers
SATCOM DIRECT ACQUISITION - Gogo's Q4 results include the impact of the Satcom Direct acquisition, contributing to revenue growth
GALILEO EQUIPMENT SALES - Galileo equipment shipments increased 80% compared to Q3 2025, reflecting strong demand for the new satellite service
ATG EQUIPMENT SALES - Record ATG equipment units sold in Q4, up 8% compared to Q3 2025, indicating strong market demand
Company press release: ID:nGNX6b50V2
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $230.60 mln | $222.65 mln (3 Analysts) |
Q4 EPS |
| -$0.07 |
|
Q4 Net Income |
| -$10 mln |
|
Q4 Adjusted EBITDA |
| $37.80 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the wireless telecommunications services peer group is "buy."
Wall Street's median 12-month price target for Gogo Inc is $11.00, about 152.9% above its February 26 closing price of $4.35
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 18 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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