CMTL Comtech Telecommunications Corp.

$CMTL good figures. Stock went from 4 to 1.2 but business ok recov and sale nearly completed

$CMTL Comtech reported Q4 today with the satellite business already in discontinued operations, so continuing sales were 66.2 million dollars, down from 75.3 million a year ago. Gross margin still jumped to 40.6% from 34.7%, and adjusted EBITDA was 9.2 million dollars. The pending sale is hard to miss. An affiliate of Gilat is paying 157.5 million dollars for most of Satellite and Space, against a market cap around 35 million dollars (Finnhub). Funded backlog for what's left, the Allerium public safety business, is 520.4 million dollars.

$CMTL Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $0.00 • Reported revenue of $66.23M down -49.20% YoY • Comtech estimates Fiscal 2026 pro forma Adjusted EBITDA at approximately $37M to $39M, transition costs at approximately $13M to $15M, and annual cost savings of approximately $16M to $18M.

$CMTL I didn't realize they recently reported earnings. 2 things stand out: Operating loss from continuing operations of $3.9 million and net loss from continuing operations attributable to common shareholders of $9.4 million & Net bookings of $32.0 million, representing a book-to-bill ratio of 0.48x +++++++++++ Yuck & Yuck - Just going by the market's reaction and the stock doing what it does best ( hitting new 52-week-lows) it seems that nobody is paying much attention to Ken Traub's word salads about how great things are going here and how amazing the turnaround has been.

$CMTL Comtech estimates pro forma FY2026 adjusted EBITDA of $37–39M. But preferred stock interest are over $44 mil

$CMTL after listening to their conference call twice yesterday made me realize Ken‘s gonna make it..

$CMTL transitioned its CFO role as Michael Bondi departs and Richard Nyren will assume the position.

$CMTL - there's no chapter 11 with such a low short fee, the jungle would know before retail plus there's positive book and cash flow ... not holding a position but look forward to this week's ER, eager to see why they added a new director on Oct 1st and what their future plans are ...