Iridium Communications Inc.

NasdaqGS:IRDM Voorraadrapport

Marktkapitalisatie: US$4.2b

Iridium Communications Inkomsten in het verleden

Verleden criteriumcontroles 2/6

Iridium Communications heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 66%, terwijl de Telecom-industrie de winst zag groeien met 17% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 8.4%. Het rendement op eigen vermogen van Iridium Communications is 22.5%, en het heeft een nettomarge van 12.1%.

Belangrijke informatie

66.02%

Groei van de winst

67.47%

Groei van de winst per aandeel

Telecom Groei van de industrie6.72%
Inkomstengroei8.40%
Rendement op eigen vermogen22.54%
Nettomarge12.05%
Laatste winstupdate31 Mar 2026

Recente prestatie-updates uit het verleden

Recent updates

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.

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.

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.

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.

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.

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

Feb 27

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.

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.

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

Jan 24
Market Participants Recognise Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings Pushing Shares 25% Higher

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.

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.

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.

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.

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

Dec 07
Iridium Communications (NASDAQ:IRDM) Has Announced A Dividend Of $0.15

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.

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.

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.

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

Oct 02
It's Down 29% But Iridium Communications Inc. (NASDAQ:IRDM) Could Be Riskier Than It Looks

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.

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

Sep 09
Returns Are Gaining Momentum At Iridium Communications (NASDAQ:IRDM)

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

Aug 18
Investors Interested In Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings

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

Jul 08
With EPS Growth And More, Iridium Communications (NASDAQ:IRDM) Makes An Interesting Case

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

Jun 23
Does Iridium Communications (NASDAQ:IRDM) Have A Healthy Balance Sheet?

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

May 19
Iridium Communications' (NASDAQ:IRDM) Dividend Will Be $0.14

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

May 07
We Think Some Shareholders May Hesitate To Increase Iridium Communications Inc.'s (NASDAQ:IRDM) CEO Compensation

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

Apr 29

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

Apr 09
Iridium Communications Inc.'s (NASDAQ:IRDM) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

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

Mar 09
Here's Why Iridium Communications (NASDAQ:IRDM) Can Manage Its Debt Responsibly

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

Feb 14
Here's Why Iridium Communications (NASDAQ:IRDM) Has Caught The Eye Of Investors

Iridium Communications: A Post-Earnings Assessment

Feb 13

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

Jan 24
Iridium Communications Inc.'s (NASDAQ:IRDM) Share Price Not Quite Adding Up

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

Jan 03
Investors Will Want Iridium Communications' (NASDAQ:IRDM) Growth In ROCE To Persist

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

Dec 05

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

Dec 03
Iridium Communications (NASDAQ:IRDM) Has A Pretty Healthy Balance Sheet

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

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

Oct 09

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

Oct 04
Iridium Communications Inc.'s (NASDAQ:IRDM) Shareholders Might Be Looking For Exit
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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.

Opbrengsten en kosten

Hoe Iridium Communications geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NasdaqGS:IRDM Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 2687610616821
31 Dec 2587211415820
30 Sep 2587212615323
30 Jun 2585811316224
31 Mar 2584212416927
31 Dec 2483111316828
30 Sep 2481211416226
30 Jun 247978815124
31 Mar 247892514024
31 Dec 237911514420
30 Sep 23790-2314620
30 Jun 23776-2014520
31 Mar 237581613617
31 Dec 22721912416
30 Sep 22683411514
30 Jun 22661-110912
31 Mar 22636-110412
31 Dec 21615-910012
30 Sep 21605-1110012
30 Jun 21594-139513
31 Mar 21585-309212
31 Dec 20583-569012
30 Sep 20576-1568812
30 Jun 20569-1709011
31 Mar 20572-1789013
31 Dec 19560-1669314
30 Sep 19554-689218
30 Jun 19546-659620
31 Mar 19538-519921
31 Dec 18523-249822
30 Sep 1850612410020
30 Jun 184861649219
31 Mar 184631928817
31 Dec 174482188415
30 Sep 174401018115
30 Jun 174361038116
31 Mar 174341058317
31 Dec 16434958316
30 Sep 1643328516
30 Jun 1642608414
31 Mar 16419-18015
31 Dec 15411-88116
30 Sep 15405847918
30 Jun 15407758019

Kwaliteitswinsten: IRDM heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (12.1%) IRDM } zijn lager dan vorig jaar (14.7%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: IRDM is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 66% per jaar laten groeien.

Versnelling van de groei: De winstgroei IRDM is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: IRDM had het afgelopen jaar een negatieve winstgroei ( -14.6% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Telecom ( 11.1% ).


Rendement op eigen vermogen

Hoge ROE: Hoewel het rendement op eigen vermogen ( 22.54% ) van IRDM hoog is, is deze metriek vertekend vanwege hun hoge schuldenniveau.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/03 02:43
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Iridium Communications Inc. wordt gevolgd door 18 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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