Iridium Communications Inc.

Informe acción NasdaqGS:IRDM

Capitalización de mercado: US$5.4b

Salud financiera de hoja de balance de Iridium Communications

Salud financiera controles de criterios 2/6

Iridium Communications tiene un patrimonio de accionistas total de $468.4M y una deuda total de $1.8B, lo que sitúa su ratio deuda-patrimonio en 376%. Sus activos y pasivos totales son $2.5B y $2.1B respectivamente. El BAIT de Iridium Communications es de $226.3M, por lo que su ratio de cobertura de intereses es de 2.6. Tiene efectivo e inversiones a corto plazo que ascienden a $111.6M.

Información clave

376.04%

Ratio deuda-patrimonio

US$1.76b

Deuda

Ratio de cobertura de intereses2.6x
EfectivoUS$111.64m
PatrimonioUS$468.35m
Total pasivoUS$2.06b
Activos totalesUS$2.53b

Actualizaciones recientes sobre salud financiera

No hay actualizaciones

Recent updates

Actualización de narrativa Jul 01

IRDM: Rocket Lab Deal And Spectrum Assets Will Shape Future Risk Reward Balance

Analysts have lifted the implied fair value estimate for Iridium Communications from $48.00 to $60.00, reflecting a higher consolidated deal value following Rocket Lab's agreed $54.00 per share acquisition price and broader Street support for the industrial logic of combining Iridium's spectrum and on orbit services with Rocket Lab's launch and spacecraft platform. Analyst Commentary Street research on Iridium Communications is centering on how the agreed acquisition by Rocket Lab could reshape the combined space platform, with several bullish analysts highlighting spectrum assets, recurring service revenue and integration with launch and spacecraft capabilities as key drivers of the higher implied fair value.
Seeking Alpha Jun 29

Iridium Communications And Rocket Lab Take Off To Orbit Together

Summary Iridium Communications Inc. will be acquired by Rocket Lab Corporation in a $7.93 billion cash and stock deal, offering $54 per IRDM share. This transaction provides IRDM shareholders a fair exit and de-risks RKLB by adding robust recurring cash flows and a global satellite network. RKLB’s high valuation and persistent cash outflows temper enthusiasm; the deal justifies patience but not an upgrade beyond Hold. Combined, the firms target a $100 billion addressable market, with backlog growth and integration execution as key catalysts to monitor. Read the full article on Seeking Alpha
Actualización de narrativa Jun 17

IRDM: Spectrum Hype Will Face Aireon Deal Risk And Flat Revenue

The analyst price target for Iridium Communications has been reset higher from $30.38 to $37.88, reflecting updated assumptions on revenue growth, profitability and future P/E as analysts factor in recent positive views on the Aireon acquisition, service upgrades and a series of upward revisions to external price targets. Analyst Commentary Recent research on Iridium Communications highlights a mix of optimism and caution as analysts reassess how the Aireon acquisition, service upgrades and new commercial relationships could affect the company’s growth path and valuation framework.
Actualización de narrativa Jun 03

IRDM: Spectrum Optionality And Capital Returns Will Shape Future Risk Reward Balance

Iridium Communications' updated analyst price targets center around $40 and higher, as analysts factor in revised revenue growth assumptions, adjusted discount rates, and updated long term P/E expectations following a series of recent initiations, target changes, and rating moves on the stock. Analyst Commentary Bullish analysts have been active on Iridium Communications, with several research notes pointing to revised price targets around the US$40 level.
Actualización de narrativa May 17

IRDM: Spectrum Optimism Around Amazon Ties Will Likely Outrun Cash Flow Reality

Analysts lifted their average price targets on Iridium Communications by double digits into the $26 to $40 range, citing reassessed spectrum value after the Amazon-related commentary, as well as a series of higher P/E assumptions alongside recalibrated discount rates and profit margin expectations. Analyst Commentary Recent research on Iridium Communications has centered on how investors should weigh the value of its spectrum and long term growth opportunities against execution risks and current valuation.
Actualización de narrativa May 01

IRDM: Spectrum Optionality And Defense Connectivity Will Drive Future Upside

Analysts have raised the fair value estimate for Iridium Communications to $48 from $40, citing updated assumptions about revenue growth, profit margins, a lower discount rate, and a higher future P/E multiple, in line with a series of recent price target increases from multiple firms. Analyst Commentary Recent Street research around Iridium Communications shows a mix of views, but the most optimistic voices are focused on spectrum potential, execution on partnerships, and visibility into future cash flows.
Actualización de narrativa Apr 17

IRDM: Spectrum Hype Will Confront Flat 2026 Service Revenue Outlook

The analyst price target for Iridium Communications has shifted from $29.00 to $30.38, with analysts pointing to stronger perceived value in the company’s spectrum assets, increased spectrum optionality, and updated views on future P/E expectations as key drivers of the change. Analyst Commentary Recent research on Iridium Communications highlights a mix of optimism around spectrum value and future optionality, balanced by questions about execution and the pace at which that value could be realized.
Actualización de narrativa Apr 03

IRDM: Spectrum Optionality Focus Will Clash With Softer 2026 Outlook

Narrative Update on Iridium Communications The analyst price target on Iridium Communications has moved higher to $26, up $2 from $24, as analysts point to growing interest in the company’s spectrum optionality and an early stage shift in its business focus despite softer guidance for 2026. Analyst Commentary Recent research on Iridium Communications centers on how the market is weighing softer 2026 guidance against the company’s spectrum optionality and early stage shift in business focus.
Actualización de narrativa Mar 20

IRDM: Spectrum Optionality And Early Business Pivot Will Shape Future Returns

Iridium Communications' analyst price target has been reset to $26, while the intrinsic value estimate edges to $29.00 from $29.75 as analysts factor in slightly lower revenue growth assumptions, higher profit margin expectations, and updated views on spectrum optionality and the timing of a potential business pivot. Analyst Commentary Recent research on Iridium centers on how investors should weigh a refreshed outlook on spectrum opportunities against more tempered medium term guidance and a still early business pivot.
Actualización de narrativa Mar 06

IRDM: Spectrum Optionality And Counter Drone Role Will Support Future Rebound

Analysts have raised their price targets for Iridium Communications to $26, citing growing interest in the company’s spectrum optionality despite softer guidance, and viewing it as a secondary beneficiary of rising demand for low cost, scalable counter-drone solutions. Analyst Commentary Bullish analysts are highlighting Iridium as a secondary beneficiary of rising interest in low cost, scalable counter drone solutions, especially in light of recent geopolitical events that have put drone and missile defense back in focus.
Actualización de narrativa Feb 19

IRDM: Spectrum Optionality Enthusiasm Will Likely Clash With Soft 2026 Outlook

Analysts have lifted their average price target on Iridium Communications to $26 from $24, pointing to growing interest in the company's spectrum optionality, even as guidance for 2026 remains soft and any potential pivot is still at an early stage. Analyst Commentary Recent research highlights a mixed setup for Iridium Communications.
Actualización de narrativa Feb 05

IRDM: Index Shift And Sector P E Will Support Future Rebound Potential

Analysts have maintained their fair value estimate for Iridium Communications at $40.00, making slight adjustments to assumptions for the discount rate, revenue growth, profit margin, and future P/E after incorporating recent Street research, including a downgrade and updated views on sector peers. Analyst Commentary Street research on Iridium Communications has recently included a downgrade alongside updated views on sector peers.
Artículo de análisis Jan 24

Market Participants Recognise Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings Pushing Shares 25% Higher

Iridium Communications Inc. ( NASDAQ:IRDM ) shareholders would be excited to see that the share price has had a great...
Actualización de narrativa Jan 22

IRDM: Competitive And Spectrum Pressures Will Weigh On Future Prospects

Analysts have lowered their price expectations for Iridium Communications, citing softer revenue growth assumptions amid increased competitive pressure and spectrum deals by rivals. Updated models also reflect changes in discount rates, profit margin assumptions and future P/E levels.
Actualización de narrativa Jan 08

IRDM: Spectrum Competition Will Set Up Future Rebound Potential

Narrative Update: Iridium Communications Analysts have trimmed their fair value estimate for Iridium Communications from $45.00 to $40.00, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and increased competitive pressure highlighted by recent spectrum deals pursued by rivals. Analyst Commentary The latest Street research on Iridium remains cautious overall, with some analysts adjusting expectations to reflect competitive pressures from rival spectrum agreements.
Actualización de narrativa Dec 25

IRDM: Competitive Pressures And Spectrum Deals Will Shape Balanced Outlook

Analysts have reduced their fair value estimate for Iridium Communications to approximately $16.00 per share from about $25.00 per share, citing slower expected revenue growth amid mounting competitive pressures and spectrum deals by rival satellite operators. This is partly offset by a modestly improved profit margin outlook and a lower assumed future price to earnings multiple.
Actualización de narrativa Dec 10

IRDM: Expanding Spectrum Deals And Partnerships Will Drive Long Term Upside Potential

Analysts have trimmed their price target on Iridium Communications to $21 from $26, citing heightened competitive pressure and reduced long term revenue growth expectations amid rival spectrum deals. Analyst Commentary Bullish Takeaways Bullish analysts note that Iridium still retains a differentiated satellite network and entrenched government and enterprise relationships, which they see as supporting a valuation floor despite reduced growth expectations.
Artículo de análisis Dec 07

Iridium Communications (NASDAQ:IRDM) Has Announced A Dividend Of $0.15

The board of Iridium Communications Inc. ( NASDAQ:IRDM ) has announced that it will pay a dividend on the 31st of...
Actualización de narrativa Nov 26

IRDM: Expanding Global Network Partnerships Will Unlock New Connectivity Opportunities

Iridium Communications' average analyst price target was revised downward by $5 to $21, as analysts cite increased competition and rival spectrum acquisitions as key drivers for their more cautious outlook. Analyst Commentary Recent analyst notes reflect a shift in sentiment for Iridium Communications as the competitive landscape evolves.
Actualización de narrativa Nov 10

IRDM: Expanding Global Partnerships Will Drive Connectivity Beyond Competitive Threats

Analysts have lowered their fair value estimate for Iridium Communications from $31.00 to $29.75 per share, citing ongoing concerns about intensifying competition and the recent reduction in industry price targets. Analyst Commentary Recent updates from Street research indicate a shifting landscape for Iridium Communications, as analysts re-evaluate the company’s prospects in light of intensifying competition and strategic spectrum acquisitions by rivals.
Actualización de narrativa Oct 27

Sector Competition And Spectrum Shifts Will Shape Global IoT And Security Futures

Analysts have lowered their price target for Iridium Communications to $31.00 from $33.38. They cite slower revenue growth expectations and intensified competition from new spectrum deals in the satellite communications sector.
Artículo de análisis Oct 02

It's Down 29% But Iridium Communications Inc. (NASDAQ:IRDM) Could Be Riskier Than It Looks

To the annoyance of some shareholders, Iridium Communications Inc. ( NASDAQ:IRDM ) shares are down a considerable 29...
Actualización de narrativa Sep 12

Satellite IoT And Secure Communications Will Unlock Lasting Opportunities

Analysts have lowered Iridium Communications’ price target to $33.38, citing mounting competitive threats from SpaceX Starlink's spectrum acquisition and anticipated aggressive market entry strategies that may erode Iridium’s market share and profitability. Analyst Commentary Increased competitive pressure due to SpaceX Starlink's acquisition of key wireless spectrum, enabling direct competition with Iridium’s core services.
Artículo de análisis Sep 09

Returns Are Gaining Momentum At Iridium Communications (NASDAQ:IRDM)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Artículo de análisis Aug 18

Investors Interested In Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings

NasdaqGS:IRDM 1 Year Share Price vs Fair Value Explore Iridium Communications's Fair Values from the Community and...
Seeking Alpha Apr 29

Iridium Communications: Shares Deserve To Fly To The Exosphere (Rating Upgrade)

Summary Iridium Communications' stock has dropped 27.9% since February, presenting a buying opportunity despite broader market declines and economic concerns. The company reported solid revenue growth, with commercial service revenue increasing and IoT data revenue seeing significant gains. Management expects continued growth, targeting $1 billion in annual service revenue by 2030, with projected annualized upside of 17.9% to 25%. Iridium is committed to returning capital to shareholders through dividends and share buybacks, while also reducing net debt to improve financial stability. Read the full article on Seeking Alpha

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($309.1M) de IRDM superan a sus pasivos a corto plazo ($108.4M).

Pasivo a largo plazo: Los activos a corto plazo ($309.1M) de IRDM no cubren sus pasivos a largo plazo ($2.0B).


Historial y análisis de deuda-patrimonio

Nivel de deuda: La relación deuda neta-capital de IRDM (352.2%) se considera alta.

Reducción de la deuda: El ratio deuda-patrimonio de IRDM ha crecido de 118.4% a 376% en los últimos 5 años.

Cobertura de la deuda: La deuda de IRDM está bien cubierta por el flujo de caja operativo (23.3%).

Cobertura de intereses: Los pagos de intereses de la deuda de IRDM no están bien cubiertos por el BAIT (2.6x cobertura).


Hoja de balance


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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/08 04:43
Precio de las acciones al final del día2026/07/08 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Iridium Communications Inc. está cubierta por 17 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mathieu RobilliardBarclays
Colin CanfieldCantor Fitzgerald & Co.
James McIlreeChardan Capital Markets, LLC