Telesat Corporation
$43.40+1.4%YTD+88.1%1Y+111.8%
Mentions · last 7 days
15+15%
Price updated 6h ago·X counts updated 9d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $TSAT, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Telecommunications Services sits in its cycle right now — and what that implies for $TSAT.
Telecommunications Services
Wireless subscriber growth is maturing; pricing discipline and convergence bundles (mobile + broadband) are the profitability levers. Network capex cycles — 5G densification — are winding down, improving free cash flow generation.
What this means for $TSAT
Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.
Industry benchmark
18-name peer basket
+28.2%YTD
+32.5%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
-5.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
0.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
8.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
-62.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
-33.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
64.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
7.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$-7.67$-0.71-986.6%
Q1 2026May 5, 2026$-2.21$-0.67-231.5%
Q4 2025Mar 17, 2026$-6.15$-0.85-623.9%
Q3 2025Nov 4, 2025$-1.73$-0.78-121.8%
Next earningsTue, Nov 10·consensus EPS $-0.91
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$87.3M-25.2%26.6%3.5%$-3.04$-114.4M
Q4 FY25$94.0M-26.6%29.3%7.1%$-8.45$-250.5M
Q3 FY25$101.1M-27.0%95.3%5.9%$-2.38$-138.8M
Q2 FY25$106.1M-30.4%95.9%16.8%$1.43$-65.9M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$322.0M$316.2M – $325.6M-$6.96-$10.10 – -$2.834
FY27$277.1M$262.6M – $303.6M-$7.48-$12.22 – -$2.894
FY28$557.1M$355.4M – $685.2M-$5.60-$6.29 – -$4.794
FY29$1.0B$889.4M – $1.1B$0.00$0.00 – $0.003
FY30$1.6B$1.5B – $1.8B$0.00$0.00 – $0.003
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.57%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 14.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
SC 13D/AActivist amendmentJul 9SC 13D/A
AI summary
SC 13D/AActivist amendmentApr 2SC 13D/A
AI summary
+ 14 other (11 6-Ks · 2 13Gs · 1 20-F) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
In themes
Explore the broader themes this ticker is being talked about under.
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