Overview
MDA Q3 2025 revenue up 45% YoY, beating analyst expectations
Adjusted EBITDA for Q3 2025 increased 49% YoY to C$82.8 mln
Company completed acquisition of SatixFy Communications, enhancing satellite systems
Outlook
MDA reaffirms 2025 revenue guidance of C$1.57 bln to C$1.63 bln
Company expects 2025 adjusted EBITDA of C$305 mln to C$320 mln
MDA plans 2025 capital expenditures of C$210 mln to C$240 mln
Result Drivers
SATELLITE SYSTEMS - Revenue growth driven by higher work volumes in Satellite Systems, including Telesat Lightspeed and Globalstar LEO programs
ACQUISITION IMPACT - Acquisition of SatixFy Communications Ltd. enhanced satellite systems offerings, contributing to revenue growth
TECHNOLOGY BREAKTHROUGH - Demonstration of satellite digital beam forming capability with MDA AURORA™ increased customer interest
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | C$409.80 mln | C$404.30 mln (5 Analysts) |
Q3 Adjusted EBITDA | C$82.80 mln | ||
Q3 Gross Margin | 26.40% | ||
Q3 Adjusted EBITDA Margin | 20.20% | ||
Q3 Gross Profit | C$108.10 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the aerospace & defense peer group is "buy"
Wall Street's median 12-month price target for MDA Space Ltd is C$44.00, about 51.3% above its November 13 closing price of C$21.43
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 26 three months ago
Press Release: ID:nCNW8JCPga
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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