tiprankstipranks
KVH Industries (KVHI)
NASDAQ:KVHI
US Market
Want to see KVHI full AI Analyst Report?

KVH Industries (KVHI) Price & Analysis

124 Followers

KVHI Stock Chart & Stats

$5.95
-$0.08(-1.34%)
At close: 4:00 PM EST
$5.95
-$0.08(-1.34%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthKVH's very low leverage (debt-to-equity ~0.03) gives durable financial flexibility to fund LEO transitions, bulk data deals and geographic expansion without heavy refinancing risk. This conservatism supports capital spending, absorbs cyclical revenue swings, and preserves optionality.
Subscriber & Shipment MomentumRecord connectivity shipments and a 30% YoY subscriber base increase signal strong product-market fit in maritime connectivity. Growing installed base expands recurring service revenue, improves lifetime value and creates more opportunities for managed services and upsells over the coming months.
LEO Mix & Service Margin ImprovementA rapid shift to LEO (>45% of airtime revenue) combined with a modest service margin uptick points to structurally better unit economics. LEO reduces airtime depreciation and enables higher-value services (managed IT, CommBox), improving sustainable service profitability and competitive differentiation.
Bears Say
Profitability WeaknessThough revenue returned to growth, KVH remains loss-making with compressed gross margins (TTM ~17%). Persistent negative operating and net margins constrain free cash flow durability and delay steady profitability, limiting reinvestment capacity and increasing reliance on operational improvement to justify growth investments.
Cash Volatility From Strategic PurchasesA $16M installment for bulk Starlink capacity materially reduced cash, underscoring cashflow volatility linked to strategic buys. Lower liquidity narrows the buffer for expansion or working capital, and recurring cash variability could force tradeoffs between growth spending and maintaining operational flexibility.
Activation Timing & Legacy Decline RiskThe record shipment quarter carries timing and sustainability risk: a 60–90 day ship-to-activation lag can defer recurring revenue, and standalone VSAT subscriber declines reflect migration headwinds. If shipments normalize, near-term recurring revenue growth could be lumpy and slower than shipment trends imply.

KVH Industries News

KVHI FAQ

What was KVH Industries’s price range in the past 12 months?
KVH Industries lowest stock price was $5.09 and its highest was $13.00 in the past 12 months.
    What is KVH Industries’s market cap?
    KVH Industries’s market cap is $173.14M.
      When is KVH Industries’s upcoming earnings report date?
      KVH Industries’s upcoming earnings report date is Aug 12, 2026 which is in 69 days.
        How were KVH Industries’s earnings last quarter?
        KVH Industries released its earnings results on May 06, 2026. The company reported $0.03 earnings per share for the quarter, beating the consensus estimate of -$0.02 by $0.05.
          Is KVH Industries overvalued?
          According to Wall Street analysts KVH Industries’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does KVH Industries pay dividends?
            KVH Industries does not currently pay dividends.
            What is KVH Industries’s EPS estimate?
            KVH Industries’s EPS estimate is 0.04.
              How many shares outstanding does KVH Industries have?
              KVH Industries has 19,497,751 shares outstanding.
                What happened to KVH Industries’s price movement after its last earnings report?
                KVH Industries reported an EPS of $0.03 in its last earnings report, beating expectations of -$0.02. Following the earnings report the stock price went up 11.241%.
                  Which hedge fund is a major shareholder of KVH Industries?
                  Currently, no hedge funds are holding shares in KVHI
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    KVH Industries Stock Smart Score

                    Company Description

                    KVH Industries

                    KVH Industries, Inc. is a global leader in mobile communication and inertial navigation systems. Operating primarily in the maritime, automotive, and aerospace sectors, KVHI develops and delivers innovative satellite communications solutions, including satellite antennas and connectivity services. The company is also known for its high-performance fiber optic gyros and positioning systems that enhance navigation and motion sensing for various applications.

                    KVH Industries (KVHI) Earnings & Revenues

                    KVHI Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized strong operational momentum: record connectivity shipments (+70%), meaningful subscriber growth (+7% QoQ, +30% YoY), and a rapid shift to LEO (now >45% of airtime revenue). Service profitability improved slightly (margin +1 point) and higher-value offerings (managed IT, Link content, CommBox) show early traction. Offsetting these positives were a notable cash outflow related to a $16M Starlink installment, a modest decline in adjusted EBITDA (~9.7% QoQ), flat service revenue due to seasonality, and the expected decline in standalone VSAT subscribers. Management framed most negatives as anticipated or strategic investments (bulk data purchase, region expansion), and highlighted disciplined execution as they transition to LEO-driven solutions.View all KVHI earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Comtech Telecommunications
                    Optical Cable
                    Silicom
                    Franklin Wireless
                    Mobilicom

                    Ownership Overview

                    32.71%10.78%33.16%14.87%
                    32.71% Insiders
                    33.16% Other Institutional Investors
                    14.87% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
                    ---
                    Popular Stocks