
Iridium Communications Inc.
NASDAQ•IRDM
CEO: Mr. Matthew J. Desch
Sector: Communication Services
Industry: Telecommunications Services
Listing Date: 2008-03-20
Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and international governments, non-governmental organizations, and consumers worldwide. The company offers postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; and Internet of Things (IoT) services. It also provides hosted payload and other data services, such as satellite time and location services; and inbound connections from the public switched telephone network, short message, subscriber identity module, activation, customer reactivation, and other peripheral services. In addition, the company offers voice and data solutions comprising personnel tracking devices; asset tracking devices for equipment, vehicles, and aircrafts; beyond-line-of-sight aircraft communications applications; maritime communications applications; specialized communications solutions for high-value individuals; mobile communications and data devices for the military and other government agencies, such as secure satellite handsets, as well as netted voice, messaging, and paging services; and maintenance services for the United States government's dedicated gateway. Further, it provides satellite handsets, voice and data modems, broadband data devices, and IoT data devices; various accessories for its devices that include batteries, holsters, earbud headphones, portable auxiliary antennas, antenna adaptors, USB data cables, charging units, and others; and engineering and support services. Iridium Communications Inc. sells its products and services to commercial end users through a wholesale distribution network that include service providers, and value-added resellers and manufacturers. The company was formerly known as Iridium Holdings LLC and changed its name to Iridium Communications Inc. in September 2009. Iridium Communications Inc. is headquartered in McLean, Virginia.
Contact Information
Market Cap
$1.99B
P/E (TTM)
16.1
11.3
Dividend Yield
3.0%
52W High
$34.45
52W Low
$15.65
52W Range
Rank36Top 31.8%
4.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q3 2025 Data
Revenue
$226.94M+6.66%
4-Quarter Trend
EPS
$0.35+66.67%
4-Quarter Trend
FCF
$79.25M-20.76%
4-Quarter Trend
2025 Q3 Earnings Highlights
Key Highlights
Net Income Jumps 52% Net income reached $37.127M for the quarter, reflecting a strong 52% dollar increase from $24.446M last year.
Operating Income Rises 28% Operating income improved significantly to $70.085M, marking a 28% increase driven by revenue growth and expense control.
Engineering Revenue Soars 31% Engineering and support services revenue grew substantially to $40.185M, up 31% due to increased government contract work.
Total Revenue Up 7% Total revenue increased to $226.935M, a 7% growth rate, supported by strong performance across commercial services segments.
Risk Factors
Competition Threat Escalates Intense competition, particularly from SpaceX's announced direct-to-device plans, threatens market share and future revenue growth.
U.S. Government Reliance Significant revenue reliance on U.S. government contracts faces uncertainty from budget policy shifts and potential shutdowns.
Supply Chain Vulnerability Reliance on single-source suppliers for equipment creates risk from shortages due to demand surges or global events.
Debt Repayment Uncertainty Ability to generate sufficient internal cash flows to repay the large Term Loan principal due in 2030 remains a key uncertainty.
Outlook
Focus on Differentiated Services Strategy centers on building strengths in specialized, hard-to-duplicate services to counter new direct-to-device competition.
Acquisition Strategy Evaluated Management is evaluating potential acquisitions to augment service offerings and support new revenue streams effectively.
Share Repurchase Paused Share repurchases are paused to increase financial flexibility; $245.3M remains authorized through December 2027.
Quarterly Dividend Increased Quarterly dividend increased to $0.15 per share in Q3 2025, reflecting confidence in operational cash generation.
Peer Comparison
Revenue (TTM)
LILA$4.43B
$1.77B
$1.67B
Gross Margin (Latest Quarter)
YELP90.3%
LILA77.7%
72.1%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| IHS | $2.54B | 5.6 | -153.6% | 83.2% |
| DOYU | $2.05B | -73.6 | -9.5% | 0.3% |
| IRDM | $1.99B | 16.1 | 24.9% | 70.9% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.1%
Moderate Growth
4Q Net Income CAGR
0.7%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Next earnings:Feb 12, 2026
EPS:$0.24
|Revenue:-
Reports
All Years
Form 10-Q - Q3 2025
Period End: Sep 30, 2025|Filed: Oct 23, 2025|Revenue: $226.94M+6.7%|EPS: $0.35+66.7%BeatForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Jul 24, 2025|Revenue: $216.91M+7.9%|EPS: $0.20-25.9%MissForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: Apr 22, 2025|Revenue: $214.88M+5.4%|EPS: $0.28+75.0%BeatForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 13, 2025|Revenue: $830.68M+5.1%|EPS: $0.95+691.7%BeatForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Oct 17, 2024|Revenue: $212.77M+7.7%|EPS: $0.21-1703.1%BeatForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Jul 23, 2024|Revenue: $201.07M+4.1%|EPS: $0.27-212.5%BeatForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: Apr 18, 2024|Revenue: $203.85M-0.7%|EPS: $0.16+108.1%BeatForm 10-K - FY 2023
Period End: Dec 31, 2023|Filed: Feb 15, 2024|Revenue: $790.72M+9.7%|EPS: $0.12+76.5%Beat