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
$2.61B
PER (TTM)
22.7
14
配当利回り
2.3%
52週高値
$33.34
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
Q4 2025 データ
売上高
$212.94M+0.00%
直近4四半期の推移
EPS
$0.24+0.00%
直近4四半期の推移
フリーCF
$75.11M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Total Revenue Growth Total revenue reached $871.7M USD, marking a 5% increase over prior year results for fiscal 2025.
Engineering Revenue Surge Engineering and support services revenue grew substantially by 26% to $156.6M USD, driven by government projects.
Subscriber Base Expansion Billable subscribers increased 3% to 2.537M worldwide, showing steady market penetration across commercial sectors.
Net Income Stability Net income was $114.4M USD, a modest 1% increase year-over-year, despite higher income tax expense.
リスク要因
Uninsured Satellite Failure Satellite failure risk remains uninsured loss; operational problems could compromise service reliability and incur charges.
Government Customer Reliance US Government revenue at 29%; contract termination risk could cause significant revenue loss and disrupt cash flows.
Technology Capex Needs Ongoing technology advancement requires significant capital expenditures to maintain competitive position against new entrants.
Spectrum Interference Threat Ligado spectrum litigation poses risk of L-band interference, potentially impacting service performance and requiring FCC resolution.
見通し
NTN Direct Service Launch Launching standards-based NTN Direct service in 2026 for global NB-IoT and direct-to-device connectivity expansion.
PNT ASIC Availability Developing miniature PNT ASIC for resilient, secure positioning capability, expected availability in 2026 to expand use cases.
Fixed Infrastructure Leverage Focus on growing service revenue to leverage fixed infrastructure until at least 2031, targeting Certus and PNT growth.
EMSS Contract Renewal Expect negotiation for follow-on EMSS contract before September 2026 expiration to secure critical government revenue stream.
同業比較
売上高 (TTM)
$4.44B
$3.04B
$2.80B
粗利益率 (最新四半期)
90.0%
79.1%
70.5%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| LION | $2.82B | -11.4 | 20.9% | 3.0% |
| IHS | $2.75B | 6.0 | -153.6% | 83.2% |
| IRDM | $2.61B | 22.7 | 24.0% | 69.6% |
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
-0.3%
横ばい
4四半期純利益CAGR
-6.5%
収益性の低下
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4月16日
EPS:$0.33
|売上高:$218.39M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし