Group 1 - Telesat reported a quarterly loss of $1.73 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.78, and compared to a loss of $0.08 per share a year ago, indicating an earnings surprise of -121.79% [1] - The company posted revenues of $73.39 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.94%, but down from $101.49 million in the same quarter last year [2] - Telesat shares have increased approximately 80.8% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] Group 2 - The earnings outlook for Telesat is mixed, with the current consensus EPS estimate for the coming quarter at -$1.03 on revenues of $68.37 million, and -$2.10 on revenues of $300.58 million for the current fiscal year [7] - The Zacks Industry Rank places the Satellite and Communication sector in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] Group 3 - Telesat has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates three times during the same period [2] - The estimate revisions trend for Telesat was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Core Insights - Iridium Communications reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, and showing an increase from $0.21 per share a year ago, resulting in an earnings surprise of +34.62% [1][2] - The company achieved revenues of $226.94 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.29% and up from $212.77 million year-over-year [2] - Iridium has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates four times in the same period [2] Financial Performance - The current consensus EPS estimate for the upcoming quarter is $0.26, with expected revenues of $223.28 million, while the estimate for the current fiscal year is $0.98 on revenues of $879.27 million [7] - Iridium shares have declined approximately 32.3% year-to-date, contrasting with the S&P 500's gain of 13.9% [3] Market Outlook - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The Zacks Rank for Iridium is currently 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] - The Satellite and Communication industry, to which Iridium belongs, is currently ranked in the top 26% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Company Performance - Gilat Satellite (GILT) reported quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.07 per share, and down from $0.11 per share a year ago, representing an earnings surprise of -57.14% [1] - The company posted revenues of $92.04 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 13.98%, compared to year-ago revenues of $76.08 million [2] - Over the last four quarters, Gilat has surpassed consensus EPS estimates two times but has not been able to beat consensus revenue estimates [2] Stock Outlook - Gilat shares have increased approximately 8.6% since the beginning of the year, outperforming the S&P 500's gain of 1.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the coming quarter is $0.11 on revenues of $109.5 million, and $0.50 on revenues of $443 million for the current fiscal year [7] Industry Context - The Satellite and Communication industry, to which Gilat belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Gilat's stock performance [5][6]