Iridium Communications Inc.

NasdaqGS:IRDM 株式レポート

時価総額：US$5.0b

Iridium Communications 将来の成長

Future 基準チェック /46

Iridium Communications利益と収益がそれぞれ年間21.7%と7.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.2% 20.7%なると予測されています。

主要情報

21.7%

収益成長率

20.74%

EPS成長率

Telecom 収益成長46.8%
収益成長率7.4%
将来の株主資本利益率29.21%
アナリストカバレッジ

Low

最終更新日14 Aug 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Sep 10

Iridium Communications: The $54 Deal Price Overstates The Upside

Summary Iridium Communications (IRDM) offers only about 11% merger-arb upside at current prices, not the headline 15%, due to Rocket Lab (RKLB) stock weakness. IRDM's deal value is highly sensitive to RKLB's share price; a 21% RKLB decline eliminates all merger spread, exposing IRDM holders to downside risk. Deal completion risk remains material, with regulatory and shareholder approvals pending; IRDM is not attractively valued as a standalone if the merger fails. Given limited upside and significant RKLB and closing risk, I rate IRDM a Sell and would lock in recent gains rather than hold for uncertain merger returns. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 27

IRDM: Rocket Lab Deal Premium Will Likely Outrun Long Term Cash Returns

Analysts have lifted the fair value estimate for Iridium Communications to $36.00 from $16.00, reflecting updated assumptions around revenue growth, profit margins and future P/E multiples in light of recent price target increases following Rocket Lab's planned $8b acquisition of the company and Iridium's Q2 revenue and subscriber beat. Analyst Commentary Street research on Iridium Communications since the Rocket Lab acquisition announcement has been active, with several firms revisiting their valuation work and ratings.
ナラティブ更新 • Aug 12

IRDM: Rocket Lab Deal And Spectrum Assets Will Shape Event Driven Risk Balance

The analyst fair value estimate for Iridium Communications has shifted from $60 to $54 as analysts incorporate the agreed $54 per share Rocket Lab acquisition price, slightly higher projected revenue growth, a lower profit margin outlook, a modestly higher discount rate, and P/E assumptions that are closer to recent Street targets. Analyst Commentary Recent research on Iridium Communications centers on the agreed Rocket Lab acquisition at US$54 per share and how that price now anchors many valuation frameworks.
ナラティブ更新 • Jul 29

IRDM: Vertically Integrated Deal And Aireon Integration Will Shape Fairly Valued Outlook

Iridium Communications' analyst fair value estimate has shifted from $45 to $42, with analysts pointing to higher assumed revenue growth, improved profit margins, and a lower future P/E multiple that reflects recent price target moves clustered around the $54 acquisition value discussed in Street research. Analyst Commentary Recent Street research around Iridium Communications focuses heavily on the proposed acquisition by Rocket Lab and how that agreed US$54 per share transaction value frames upside and downside for the stock.
ナラティブ更新 • Jul 15

IRDM: Vertically Integrated Space Deal Will Test Spectrum Promise And Aireon Execution

Iridium Communications' analyst fair value estimate has shifted from $37.88 to $45.00. This reflects updated views on its acquisition by Rocket Lab and the role of Iridium's spectrum and on orbit services within a broader vertically integrated space platform.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.

業績と収益の成長予測

NasdaqGS:IRDM - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,055125353N/A4
12/31/20279951603584655
12/31/20269391033134293
6/30/202688493288395N/A
3/31/2026876106305411N/A
12/31/2025872114300400N/A
9/30/2025872126305396N/A
6/30/2025858113326414N/A
3/31/2025842124286366N/A
12/31/2024831113306376N/A
9/30/2024812114297359N/A
6/30/202479788256311N/A
3/31/202478925252317N/A
12/31/202379115241315N/A
9/30/2023790-23234317N/A
6/30/2023776-20250335N/A
3/31/202375816267348N/A
12/31/20227219273345N/A
9/30/20226834285344N/A
6/30/2022661-1289342N/A
3/31/2022636-1272318N/A
12/31/2021615-9261303N/A
9/30/2021605-11246284N/A
6/30/2021594-13232271N/A
3/31/2021585-30221260N/A
12/31/2020583-56211250N/A
9/30/2020576-156190235N/A
6/30/2020569-170195239N/A
3/31/2020572-178N/A191N/A
12/31/2019560-166N/A198N/A
9/30/2019554-68N/A181N/A
6/30/2019546-65N/A187N/A
3/31/2019538-51N/A254N/A
12/31/2018523-24N/A264N/A
9/30/2018506124N/A282N/A
6/30/2018486164N/A281N/A
3/31/2018463192N/A254N/A
12/31/2017448218N/A260N/A
9/30/2017440101N/A264N/A
6/30/2017436103N/A236N/A
3/31/2017434105N/A242N/A
12/31/201643495N/A225N/A
9/30/20164332N/A219N/A
6/30/20164260N/A234N/A
3/31/2016419-1N/A213N/A
12/31/2015411-8N/A217N/A
9/30/201540584N/A224N/A

アナリストによる今後の成長予測

収入対貯蓄率: IRDMの予測収益成長率 (年間21.7% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: IRDMの収益 ( 21.7% ) はUS市場 ( 17.2% ) よりも速いペースで成長すると予測されています。

高成長収益: IRDMの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: IRDMの収益 ( 7.4% ) US市場 ( 13.4% ) よりも低い成長が予測されています。

高い収益成長: IRDMの収益 ( 7.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: IRDMの 自己資本利益率 は、3年後には高くなると予測されています ( 29.2 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/13 03:12
終値2026/09/11 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Iridium Communications Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17

アナリスト機関
Mathieu RobilliardBarclays
Colin CanfieldCantor Fitzgerald & Co.
James McIlreeChardan Capital Markets, LLC