Comtech Telecommunications is deeply undervalued, with imminent catalysts from a likely Space & Satellite asset sale unlocking substantial value. S&S segment turnaround, high-margin programs, and likely Amazon LEO exposure position CMTL for a $300–600 million sale, clearing debt and transforming the capital structure. Post-divestiture, shareholders would own Allerium, a recurring-revenue NG911 platform with premium growth, substantial moats, high margins, and public safety multiple expansion potential.
Comtech Telecommunications Corp. (CMTL) Q1 2026 Earnings Call Transcript
CHANDLER, Ariz.--(BUSINESS WIRE)---- $CMTL #5G--December 11, 2025-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (“Comtech” or the “Company”), a global communications technology leader, today announced that its Board of Directors (the “Board”) has appointed Mary Jane Raymond as an independent director, effective December 11, 2025. Following Ms. Raymond's appointment, the Board consists of eight directors. Ms. Raymond brings more than three decades of public company finance and governance experience. From.
CHANDLER, Ariz.--(BUSINESS WIRE)---- $CMTL #5G--December 11, 2025-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (“Comtech” or the “Company”), a global communications technology leader, today reported financial results for its first quarter ended October 31, 2025. Ken Traub, Chairman, President and CEO, stated: “We are pleased to report the continued positive momentum in our business, achieving our third consecutive quarter of strong positive operating cash inflows and $51 million of total liquidity. Comt.
CHANDLER, Ariz.--(BUSINESS WIRE)---- $CMTL #5G--December 11, 2025-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (“Comtech” or the “Company”), a global communications technology leader, today announced that its Allerium business segment, formerly known as the Terrestrial & Wireless Networks segment, has renewed its long-standing partnership with the State of Arizona to continue advancing the state's next generation 9-1-1 (NG9-1-1) services. This renewal reflects Arizona's confidence in Allerium's perf.
CHANDLER, Ariz.--(BUSINESS WIRE)---- $CMTL #5G--December 8, 2025-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (“Comtech” or the “Company”), a global communications technology leader, today announced that it plans to release its first quarter fiscal 2026 operating results after the market closes on Thursday, December 11, 2025. At 4:30 p.m. ET that day, Comtech's leadership team will hold a conference call to discuss the Company's first quarter fiscal 2026 results, operations, and business trends. A real-.
Comtech Telecommunications has undergone major leadership and strategic changes, focusing on restructuring Satellite and nurturing the Allerium (Emergency) segment. CMTL's Satellite division shows operational improvement but remains structurally challenged, while Allerium delivers growth and profitability but faces uncertainty over a potential sale. Despite segment progress, CMTL's heavy interest and preferred dividend burdens far exceed operating income, making the equity highly speculative and risky.
Comtech Telecommunications Corp. ( CMTL ) Q4 2025 Earnings Call November 10, 2025 4:30 PM EST Company Participants Maria Ceriello - Senior Director of Financial Operations Kenneth Traub - CEO, President & Executive Chairman Michael Bondi - Chief Financial Officer Jeff Robertson - President of Terrestrial & Wireless Networks Business Segment Daniel Gizinski - President of Satellite & Space Communications Segment Conference Call Participants Matthew Maus - B. Riley Securities, Inc., Research Division Presentation Operator Welcome to Comtech Telecommunications Corp.'s Conference Call for the Fourth Quarter and Full Year of Fiscal 2025.
CHANDLER, Ariz.--(BUSINESS WIRE)---- $CMTL #5G--November 10, 2025-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (“Comtech” or the “Company”), a global communications technology leader, today reported financial results for its fourth quarter and fiscal year ended July 31, 2025. Ken Traub, Chairman, President and CEO, stated: “I am proud to report how much stronger Comtech is today – financially, operationally and strategically. This is the result of the ongoing successful execution of the transformation i.
CHANDLER, Ariz.--(BUSINESS WIRE)---- $CMTL #5G--November 10, 2025-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (“Comtech” or the “Company”), a global communications technology leader, today announced that its Allerium business segment, formerly known as the Terrestrial & Wireless Networks segment, has entered into a significant, multi-year contract valued in excess of $130 million with a Tier 1 wireless service provider serving customers across the United States. This partnership strengthens Alleriu.
