KVHI · Kvh Industries Inc \De\
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. KVHI reported Q2 revenue of $33.7 million, up 27% year-over-year on LEO service growth (now over 55% of airtime), with subscribing vessels up 11% sequentially to ~10,700 and adjusted EBITDA of $3.0 million; the company is nearing completion of its $15 million share repurchase program while GAAP net income declined to $0.2 million from $0.9 million a year ago amid continued VSAT and TracVision weakness.
- + Total revenue grew 27% year-over-year to $33.7 million, driven by a $6.7 million increase in service sales.
- + LEO service sales (Starlink/OneWeb) now represent over 55% of airtime, up from less than 32% a year ago.
- + Subscribing vessels grew ~11% sequentially to approximately 10,700, adding more than 1,000 net vessels in the quarter.
- + Land-based Starlink sites grew by ~500 in the quarter to approximately 1,600 sites, broadening the recurring-revenue model.
- + Company is on track to complete its $15 million share repurchase authorization within the current month.
- − GAAP net income declined to $0.2 million ($0.01/share) from $0.9 million ($0.05/share) a year ago.
- − VSAT service sales declined substantially due to a decrease in VSAT subscribers, partially offsetting LEO growth.
- − TracVision product sales declined $0.5 million year-over-year due to competition from low-cost alternatives including streaming.
- − Terminal shipments of ~2,500 were below the Q1 record of 3,100, with management guiding to a 2,000–3,000 range going forward.
- − Cash balance fell ~$1.4 million sequentially to $57.7 million as buybacks outpaced operating cash generation.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Non-GAAP adjusted EBITDA non-GAAP | 5.8M | Six months ended June 30, 2026 | — |
| Non-GAAP EBITDA non-GAAP | 4.69M | Six months ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Telecom Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
KVHI
this stock
Kvh Industries Inc \De\
|
$134.06M | +0.6% | +3.8% | — | 4.4% |
|
SFTBF
Softbank Group Corp.
|
$227.96B | +46.1% | — | — | 0.3% |
|
VZ
Verizon Communications Inc
|
$195.61B | +12.7% | +2.5% | 12.2 | 2.0% |
|
TMUS
T-Mobile US, Inc.
|
$177.45B | -19.4% | +8.3% | 17.3 | 1.7% |
|
T
At&T Inc.
|
$173.91B | -2.2% | +2.7% | 8.4 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| KVHI | -5.1% | -0.9% | -25.0% | -0.3% | +0.6% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -4.9% | -0.4% | -37.2% | -1.2% | -12.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.