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SES Posts 80% Q1 Revenue Jump on Aviation Push and Intelsat Deal

The first full quarter with Intelsat shows scale gains despite integration costs.

Satellite model is placed on SES logo in this picture illustration taken April 4, 2022. REUTERS/Dado Ruvic/Illustration

Overview

  • SES reported Q1 2026 revenue of €847 million, up 80% at constant currency, and reaffirmed full‑year guidance.
  • The quarter was the first to fully include Intelsat, and SES recorded a €16 million net loss due to higher depreciation and financing costs from the acquisition.
  • Aviation led growth with nearly 600 aircraft using SES’s multi‑orbit inflight internet and new commitments for more than 40 Japan Airlines long‑haul jets.
  • SES said it hit a milestone with Boeing toward factory line‑fit installation, which puts connectivity hardware into new planes at build and avoids downtime for retrofits.
  • European public‑sector work advanced as SES extended the EGNOS GEO‑1 navigation service through 2030 and progressed IRIS² orders with the European Commission, supporting precise aviation guidance and EU sovereign connectivity goals.