Iridium Communications Inc.

NasdaqGS:IRDM 주식 리포트

시가총액: US$4.4b

Iridium Communications 배당 및 자사주 매입

배당 기준 점검 2/6

Iridium Communications 수익으로 충분히 충당되는 현재 수익률 1.39% 보유한 배당금 지급 회사입니다.

핵심 정보

1.4%

배당 수익률

3.0%

자사주 매입 수익률

총 주주 수익률4.4%
미래 배당 수익률1.6%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향59%

최근 배당 및 자사주 매입 업데이트

분석 기사 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...

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Feb 27

Iridium: No Longer A Falling Knife, And We Have Growth Catalysts Ahead (Upgrade)

Summary Iridium Communications (IRDM) is upgraded to a strong buy due to positive momentum, discounted valuation, and upcoming growth catalysts. IRDM's fundamentals remain robust, with sector-leading margins and operational efficiency; 2025 revenue grew 5% to $871.55 million and net income rose 1%. Commercialization of NTN Direct and PNT ASICs, plus potential enterprise alliances, are expected to drive topline growth and support a 39% stock upside. Despite high leverage (debt/equity 3.8x), management's focus on debt reduction, cash compensation, and capex for growth enhances confidence in IRDM's trajectory. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 Jul 08

With EPS Growth And More, Iridium Communications (NASDAQ:IRDM) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Jun 23

Does Iridium Communications (NASDAQ:IRDM) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 May 19

Iridium Communications' (NASDAQ:IRDM) Dividend Will Be $0.14

Iridium Communications Inc. ( NASDAQ:IRDM ) has announced that it will pay a dividend of $0.14 per share on the 30th of...
분석 기사 May 07

We Think Some Shareholders May Hesitate To Increase Iridium Communications Inc.'s (NASDAQ:IRDM) CEO Compensation

Key Insights Iridium Communications to hold its Annual General Meeting on 14th of May Total pay for CEO Matt Desch...
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
분석 기사 Apr 09

Iridium Communications Inc.'s (NASDAQ:IRDM) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

The Iridium Communications Inc. ( NASDAQ:IRDM ) share price has fared very poorly over the last month, falling by a...
분석 기사 Mar 09

Here's Why Iridium Communications (NASDAQ:IRDM) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Feb 14

Here's Why Iridium Communications (NASDAQ:IRDM) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Feb 13

Iridium Communications: A Post-Earnings Assessment

Summary Iridium Communications Inc. just reported better-than-expected Q4 earnings, driving shares higher and the stock is potentially breaking out of its recent trading range. The company rewarded its shareholders in FY2024, returning nearly $500 million via stock buybacks and dividend payouts. What's ahead for 2025?  A post earnings analysis around IRDM stock follows in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 Jan 24

Iridium Communications Inc.'s (NASDAQ:IRDM) Share Price Not Quite Adding Up

When you see that almost half of the companies in the Telecom industry in the United States have price-to-sales ratios...
분석 기사 Jan 03

Investors Will Want Iridium Communications' (NASDAQ:IRDM) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Seeking Alpha Dec 05

Iridium: Free Cash Flow And Buybacks Supporting The Stock For Now

Summary Iridium Communications Inc.'s share price has moved higher recently, supported by solid growth and improving margins. Iridium's “CapEx Holiday” is helping the company to generate strong cash flows. While this is enabling large share repurchases, Iridium will eventually have to reduce its debt. Iridium appears attractively valued, but I think this is largely offset by the risk posed by increasing competition. Read the full article on Seeking Alpha
분석 기사 Dec 03

Iridium Communications (NASDAQ:IRDM) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
새로운 내러티브 Dec 02

IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth

Satelles Integration: The acquired PNTS technology synergizes with Iridium’s satellite network, providing incremental revenue growth without adding operational redundancies or significant capital cost
Seeking Alpha Oct 09

Iridium Communications: Still A Solid Long-Term Play On Steady Growth

Summary Iridium Communications' stock was upgraded to 'buy' after a significant price decline, leading to a 15.2% gain versus the S&P 500's 1.6%. The company showed strong performance in its Commercial Services segment, with revenue increasing by 6.1%, despite some weaknesses in other areas. Management's optimistic outlook includes a robust share buyback program and expected revenue growth, with EBITDA projected to rise to $460-$470 million. Despite a recent drop in cash flows, Iridium remains attractively priced and is expected to outperform the market, justifying a continued 'buy' rating. Read the full article on Seeking Alpha
분석 기사 Oct 04

Iridium Communications Inc.'s (NASDAQ:IRDM) Shareholders Might Be Looking For Exit

When close to half the companies in the Telecom industry in the United States have price-to-sales ratios (or "P/S...
User avatar
새로운 내러티브 Sep 24

Satellite Innovations And Calculated Government Ties Propel Market Leadership And Revenue Surge

Iridium's leadership in alternative PNT with Satelles acquisition and expansion into Europe and Asia positions it for new business opportunities and revenue diversification.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 배당금 지급이 안정적인 반면, IRDM 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.

배당금 증가: IRDM 의 배당금 지급이 증가했지만 회사는 3 년 동안만 배당금을 지급했습니다.


배당 수익률 vs 시장

Iridium Communications 배당 수익률 vs 시장
IRDM의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (IRDM)1.4%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.3%
업계 평균 (Telecom)5.2%
분석가 예측 (IRDM) (최대 3년)1.6%

주목할만한 배당금: IRDM 의 배당금( 1.39% )은 US 시장에서 배당금 지급자의 하위 25%( 1.43% )와 비교해 주목할 만하지 않습니다.

고배당: IRDM 의 배당금( 1.39% )은 US 시장에서 배당금 지급자의 상위 25%( 4.28% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적인 지급 비율 ( 59.4% )을 통해 IRDM 의 배당금 지급은 수익으로 충당됩니다.


주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 20.8% )이 낮기 때문에 IRDM 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/13 14:02
종가2026/05/13 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Iridium Communications Inc.는 18명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mathieu RobilliardBarclays
Hamed KhorsandBWS Financial Inc.
Colin CanfieldCantor Fitzgerald & Co.