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Employees: 680
Size Gogo (GOGO) is a United States Communication Services company (Wireless Telecommunications) with a market value of $526M, the 2652nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $3.88 on 6 Nov 2026.
Performance Over six months the shares fell 11.7%, against -8.7% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd lowest of 8 in its peer set.
Growth Revenue grew 30.0% over the last twelve months (peer median +6.1%); the operating margin is 12.1% (peer median 11.4%).
Valuation It trades at 35.3× forward earnings against a peer median of 21.2× (2nd most expensive of 6).
Capital Return on invested capital runs 1.7 points above its cost of capital (7.6% WACC).
Backlog Backlog (remaining performance obligations) was $442M at 30 Sep 2026, down 19% on a year earlier — 0.5 years of trailing revenue. Backlog detail →
Short interest Short interest is 10.3% of the free float (15 Oct 2026).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $903M | $910M | $445M | $398M | $404M |
| Revenue growth | — | +105% | +12% | -2% | — |
| Gross profit | $313M | $343M | $259M | $248M | $256M |
| EBITDA | $173M | $189M | $124M | $141M | $155M |
| Net income | -$850,000 | $12.9M | $13.7M | $146M | $91.9M |
| Free cash flow | -$8.36M | $65.1M | $27.9M | $62.7M | $59.5M |
| Capital expenditure | $103M | $75.2M | $27.1M | $24.1M | $49.9M |
| Total debt | $881M | $906M | $915M | $678M | $786M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GOGO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +71.9% | -2.7% | highest of 8 |
| 6-month return | -11.7% | -8.7% | 3rd lowest of 8 |
| Distance from 52-week high | -51.1% | -27.8% | 3rd lowest of 8 |
| Revenue growth (TTM) | +30.0% | +6.1% | highest of 8 |
| Operating margin | 12.1% | 11.4% | 3rd highest of 8 |
| Forward P/E | 35.3× | 21.2× | 2nd most expensive of 6 |
| ROIC minus cost of capital | +1.7 pp | -5.0 pp | 4th highest of 8 |
| EV / EBITDA | 7.8× | 2.6× | 2nd most expensive of 6 |
| Net debt / EBITDA | 4.7× | -1.3× | most indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Gogo GOGO | United States | $526M | -12% | +30% | 12% | 35.3× | n/a | n/a |
| Tuas TUA.AX | Australia | $555M | -75% | +21% | 12% | 23.9× | -0.1% | +44.5% |
| SmarTone Telecommunications 0315.HK | Hong Kong | $663M | -9% | +6% | 11% | 9.2× | -17.5% | -0.3% |
| Hutchison Telecommunications Hong Kong 0215.HK | Hong Kong | $679M | -9% | +23% | 0% | 55.2× | -7.2% | +3.7% |
| Wuxi Online Offline Communication Information Technology 300959.SZ | China | $808M | -29% | -50% | -12% | n/a | 21.5% | -12.1% |
| Vision, Inc. ( Japan) 9416.T | Japan | $310M | -9% | +6% | 17% | 9.7× | -15.5% | +18.6% |
| Anterix ATEX | United States | $1.46B | +33% | +19% | -579% | n/a | 45.3% | +47.8% |
| Okinawa Cellular Telephone 9436.T | Japan | $1.90B | -3% | +5% | 24% | 21.2× | -3.7% | +3.1% |
Gogo reported $442M of remaining performance obligations at 30 Sep 2026, down 19% from a year earlier and down 6% from the previous quarter. That is 0.5 years of trailing revenue already under contract. Book-to-bill last quarter: 0.86.