
Iridium Communications Inc.
NASDAQ•IRDM
CEO: Mr. Matthew J. Desch
セクター: Communication Services
業種: Telecommunications Services
上場日: 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.
連絡先情報
時価総額
$2.13B
PER (TTM)
17.1
11.9
配当利回り
2.9%
52週高値
$34.45
52週安値
$15.65
52週レンジ
順位36Top 31.8%
4.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2025 データ
売上高
$226.94M+6.66%
直近4四半期の推移
EPS
$0.35+66.67%
直近4四半期の推移
フリーCF
$79.25M-20.76%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
LILA$4.43B
$3.04B
$2.80B
粗利益率 (最新四半期)
YELP90.3%
LILA77.7%
72.1%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| IHS | $2.79B | 6.1 | -153.6% | 83.2% |
| LION | $2.73B | -11.1 | 20.9% | 3.0% |
| IRDM | $2.13B | 17.1 | 24.9% | 70.9% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.1%
緩やかな成長
4四半期純利益CAGR
0.7%
収益性の緩やかな改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年2月12日
EPS:$0.23
|売上高:$219.14M
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年10月23日|売上高: $226.94M+6.7%|EPS: $0.35+66.7%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月24日|売上高: $216.91M+7.9%|EPS: $0.20-25.9%予想を下回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年4月22日|売上高: $214.88M+5.4%|EPS: $0.28+75.0%予想を上回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月13日|売上高: $830.68M+5.1%|EPS: $0.95+691.7%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年10月17日|売上高: $212.77M+7.7%|EPS: $0.21-1703.1%予想を上回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年7月23日|売上高: $201.07M+4.1%|EPS: $0.27-212.5%予想を上回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年4月18日|売上高: $203.85M-0.7%|EPS: $0.16+108.1%予想を上回るForm 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年2月15日|売上高: $790.72M+9.7%|EPS: $0.12+76.5%予想を上回る