GomSpace – 7.6 MEUR contract with VirtuaLabs for RF monitoring satellite constellation
Tiivistelmä
- GomSpace has secured a 7.6 MEUR contract with VirtuaLabs for a satellite constellation aimed at RF environment monitoring, with delivery targeted for H1 2028.
- This contract aligns with GomSpace's investment thesis, supporting its 2026 guidance of SEK 540–640 million through continued order momentum in the defense and surveillance segment.
- The contract enhances backlog visibility and strategic positioning, as it represents GomSpace's success in securing defense-grade constellation contracts in new European markets.
- Revenue recognition from this contract will occur beyond the current guidance period, emphasizing its role in long-term growth rather than immediate financial impact.
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GomSpace has announced a contract valued at 7.6 MEUR (81.5 MSEK) with VirtuaLabs, an Italian Radar and Electronic Warfare systems specialist, covering the delivery of a satellite constellation for space-based Radio Frequency (RF) environment monitoring. GomSpace will be responsible for the full satellite platform and integration of the complete cluster, with delivery targeted for H1 2028.
VirtuaLabs specializes in Radar Systems, Electronic Warfare systems, and Simulation Software for Naval, Airborne, Ground, and Space applications VirtuaLabs S.r.l. — it is a dedicated defense technology company, not a commercial satellite operator. Space-based RF monitoring in this context is closely linked to spectrum surveillance, signal intelligence, and electromagnetic domain awareness, all of which are core defense capabilities seeing increased demand across Europe. GomSpace's own VP of Satellite Systems explicitly framed the contract as serving "demanding operational defense missions,".
This fits squarely within the investment thesis outlined in our investment case. GomSpace's 2026 guidance of SEK 540–640 million relies on continued order momentum in the defense and surveillance segment, and contracts of this nature — institutional-grade quality standards, multi-satellite constellation architecture, and a clear defense end-customer profile — are precisely the type of program driving that growth. At 81.5 MSEK, it is a meaningful addition to backlog visibility.
Read the investment case here: GomSpace - Investment case
With delivery estimated for H1 2028, the revenue recognition falls beyond the current guidance period, making this primarily a backlog and strategic positioning story for now. For investors, the more relevant signal is that GomSpace is winning defense-grade constellation contracts in new European markets, which supports the long-term growth narrative.
Disclaimer: HC Andersen Capital receives payment from GomSpace for a Digital IR/Corporate Visibility subscription agreement. Michael, 14:12, 04.03.2026.
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