Iridium Communications (IRDM) Financials: Revenue & Earnings

IRDM price $45.47 -0.18 -0.39%

Ticker
IRDM
Price
$45.47
Change
-0.18 -0.39%
Market cap ?
$4.82B
P/E ?
29.02
Forward P/E ?
37.64
Dividend yield ?
1.35%
Beta ?
0.85
Sector
Communication Services
Industry
Telecommunications Services
Stocklytics score
49
Value
38
Quality
51
Growth
57

Stocklytics score rationale: value 38, quality 51, growth 57.

Financials

2016201720182019202020212022202320242025
433640000448046000523008000560444000583439000614500000721034000790723000830682000871659000

Iridium Communications Inc. provides critical mobile voice and data communication services and products across the globe. The company serves a broad spectrum of clients, including businesses, both the United States and international governments, non-governmental organizations, and individual consumers worldwide. Their core offerings include postpaid and prepaid mobile satellite voice and data connectivity…

Fair value

IRDM fair value $25.81. Price $45.47. Price is 76% above fair value.

Above fair value, and more expensive than usual. A larger premium than on 66% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 277.57M. Growth 6.49%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.95% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 105.98M. Net debt 1.66B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Model uncertainty high for this stock

Compare IRDM

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-02-11—0.25—239.73M
2026-10-200.980.34245.73M236.30M
2026-07-220.090.28225.24M220.32M
2026-04-230.200.27219.06M218.39M
2026-02-120.240.23212.94M218.05M
2025-10-230.350.26226.94M219.14M
2025-07-240.200.23216.91M222.66M
2025-04-220.270.22214.88M213.59M
2025-02-130.310.15212.99M209.54M
2024-10-170.210.20212.77M203.64M
2024-07-230.270.17201.07M201.85M
2024-04-180.160.15203.85M193.75M
2024-02-150.290.03194.74M194.03M
2023-10-19-0.01-0.00197.60M196.55M
2023-07-25-0.24-0.03193.11M198.42M
2023-04-200.080.00205.27M188.10M
2023-02-16-0.01-0.00193.84M174.26M
2022-10-200.020.02184.06M180.91M
2022-07-260.040.00174.92M166.46M
2022-04-190.020.00168.22M156.83M
2022-02-17-0.04-0.03155.89M152.11M
2021-10-19-0.02-0.01162.16M153.71M
2021-07-200.03-0.06149.92M153.71M
2021-04-20-0.04-0.05146.53M146.31M
2021-02-11-0.06-0.08146.51M183.13M
2020-10-20-0.03-0.12151.47M222.86M
2020-07-28-0.09-0.14140.17M186.90M
2020-04-28-0.06-0.16145.29M124.47M
2020-02-25-0.15-0.18138.87M37.26M
2019-10-29-0.14-0.15144.78M134.44M
2019-07-23-0.16-0.18143.10M169.93M
2019-04-23-0.18-0.23133.69M163.39M
2019-02-28-0.09-0.16132.16M205.59M
2018-10-25-0.13-0.09136.76M108.80M
2018-07-310.02-0.06134.93M89.95M
2018-04-260.070.00119.15M—
2018-02-220.080.11115.47M10.50M
2017-10-260.230.18116.55M91.21M
2017-07-270.200.18111.60M100.44M
2017-04-270.300.21104.43M69.62M

Dividends

Yield 1.32%. Payout ratio 39.84%. Frequency Quarterly.

Safety score 73/100 · Moderate. Payout ratio is 40% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 4 separate years. Yield is 1.3%, which is modest.

Ex-dateDividendRecordPaymentFrequency
2026-09-15$0.152026-09-152026-09-30Quarterly
2026-06-15$0.152026-06-152026-06-30Quarterly
2026-03-16$0.152026-03-162026-03-31Quarterly
2025-12-15$0.152025-12-152025-12-31Quarterly
2025-09-15$0.152025-09-152025-09-30Quarterly
2025-06-13$0.142025-06-132025-06-30Quarterly
2025-03-17$0.142025-03-172025-03-31Quarterly
2024-12-16$0.142024-12-162024-12-31Quarterly
2024-09-13$0.142024-09-132024-09-30Quarterly
2024-06-14$0.142024-06-142024-06-28Quarterly
2024-03-14$0.132024-03-152024-03-29Quarterly
2023-12-14$0.132023-12-152023-12-29Quarterly
2023-09-14$0.132023-09-152023-09-29Quarterly
2023-06-14$0.132023-06-152023-06-30Quarterly
2023-03-14$0.132023-03-152023-03-30Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-22DESCH MATTHEW JSell42.80K——
2026-09-30FRAZIER LEON ANTHONYBuy106——
2026-09-30YEANEY JACQUELINE EBuy34——
2026-09-30Sears KayBuy34——
2026-09-30Alterman Louis MBuy43——
2026-09-30Shivanandan Monique S.Buy50——
2026-09-30NIEHAUS ROBERT HBuy56——
2026-09-30Canfield Thomas CBuy734——
2026-09-30FITZPATRICK THOMASBuy56——
2026-09-30Olson Eric TBuy442——
2026-09-15Last Timothy JamesSell5.77K$46.35267.39K
2026-09-03Last Timothy JamesSell2.01K$47.3695.34K
2026-09-01O'Neill Vincent JamesSell1.46K$46.9868.64K
2026-09-01Kapalka TimothySell693$46.9832.56K
2026-09-01Last Timothy JamesSell1.50K$46.9870.52K
2026-09-01McBride Suzanne E.Sell3.62K$46.98170.21K
2026-09-01Scheimreif ScottSell2.21K$46.98103.68K
2026-09-01DESCH MATTHEW JSell9.58K$46.98450.21K
2026-09-01Morgan Kathleen A.Sell2.05K$46.9896.45K
2026-08-20McBride Suzanne E.Sell17.40K——
2026-08-18FITZPATRICK THOMASSell15.05K$49.20740.26K
2026-08-17FITZPATRICK THOMASSell209.23K$50.2210.51M
2026-08-17Last Timothy JamesSell19.02K$50.33957.33K
2026-08-17Last Timothy JamesSell500$50.8825.44K
2026-08-17Kapalka TimothySell13.47K$50.51680.52K
2026-08-17McBride Suzanne E.Sell85.45K$50.284.30M
2026-08-17Morgan Kathleen A.Sell32.65K$50.341.64M
2026-08-17Morgan Kathleen A.Sell544$50.8527.66K
2026-08-17Olson Eric TSell8.00K$50.61404.88K
2026-08-17NIEHAUS ROBERT HSell50.00K——
2026-07-10Thoma Donald LeeBuy41.95K——
2026-07-02Thoma Donald LeeOther0——
2026-06-30YEANEY JACQUELINE EBuy30——
2026-06-30Shivanandan Monique S.Buy44——
2026-06-30Sears KayBuy30——
2026-06-30Olson Eric TBuy385——
2026-06-30NIEHAUS ROBERT HBuy378——
2026-06-30FRAZIER LEON ANTHONYBuy93——
2026-06-30FITZPATRICK THOMASBuy48——
2026-06-30Alterman Louis MBuy38——
2026-06-30Canfield Thomas CBuy639——
2026-06-01O'Neill Vincent JamesSell1.46K$51.7875.55K
2026-06-01Kapalka TimothyBuy4.17K——
2026-06-01Kapalka TimothySell692$51.7835.83K
2026-06-01Last Timothy JamesSell1.50K$51.7877.57K
2026-06-01Scheimreif ScottSell2.21K$51.78114.17K
2026-06-01DESCH MATTHEW JSell9.58K$51.78496.21K
2026-06-01Morgan Kathleen A.Sell2.05K$51.78106.25K
2026-06-01McBride Suzanne E.Sell3.62K$51.78187.55K
2026-05-20Canfield Thomas CSell136——
2026-04-06Kapalka TimothySell2.04K$33.0067.42K
2026-04-02Kapalka TimothySell3.79K$31.00117.49K
2026-03-31Shivanandan Monique S.Buy86——
2026-03-31YEANEY JACQUELINE EBuy58——
2026-03-31Sears KayBuy58——
2026-03-31Olson Eric TBuy757——
2026-03-31Krongard A BBuy640——
2026-03-31FITZPATRICK THOMASBuy95——
2026-03-31Canfield Thomas CBuy1.26K——
2026-03-31Alterman Louis MBuy74——
2026-03-31FRAZIER LEON ANTHONYBuy182——
2026-03-31NIEHAUS ROBERT HBuy743——
2026-03-09O'Neill Vincent JamesSell2.51K$24.0160.36K
2026-03-09McBride Suzanne E.Sell3.07K$24.0173.64K
2026-03-09Scheimreif ScottSell2.40K$24.0157.55K
2026-03-09DESCH MATTHEW JSell8.75K$24.01210.02K
2026-03-09Last Timothy JamesSell2.33K$24.0156.06K
2026-03-09Morgan Kathleen A.Sell2.19K$24.0152.61K
2026-03-09Kapalka TimothySell744$24.0117.86K
2026-03-01FITZPATRICK THOMASSell8.77K$22.49197.17K
2026-03-01Scheimreif ScottBuy66.81K——
2026-03-01Scheimreif ScottSell12.59K$22.49283.19K
2026-03-01Morgan Kathleen A.Buy70.98K——
2026-03-01Morgan Kathleen A.Sell11.31K$22.49254.38K
2026-03-01DESCH MATTHEW JBuy292.27K——
2026-03-01DESCH MATTHEW JSell53.30K$22.491.20M
2026-03-01McBride Suzanne E.Buy133.61K——
2026-03-01McBride Suzanne E.Sell20.48K$22.49460.57K
2026-03-01O'Neill Vincent JamesBuy83.51K——
2026-03-01O'Neill Vincent JamesSell3.66K$22.4982.27K
2026-03-01Kapalka TimothyBuy13.57K——
2026-03-01Kapalka TimothySell1.87K$22.4942.08K
2026-03-01Last Timothy JamesBuy66.81K——
2026-03-01Last Timothy JamesSell3.88K$22.4987.33K
2026-02-26FITZPATRICK THOMASBuy34.25K——
2026-02-26Scheimreif ScottBuy20.55K——
2026-02-26Scheimreif ScottBuy4.96K——
2026-02-26Morgan Kathleen A.Buy20.55K——
2026-02-26Morgan Kathleen A.Buy4.86K——
2026-02-26DESCH MATTHEW JBuy95.89K——
2026-02-26DESCH MATTHEW JBuy19.40K——
2026-02-26McBride Suzanne E.Buy34.25K——
2026-02-26McBride Suzanne E.Buy7.33K——
2026-02-26O'Neill Vincent JamesBuy5.07K——
2026-02-26Kapalka TimothyBuy2.47K——
2026-02-26Last Timothy JamesBuy4.63K——
2026-01-06Alterman Louis MBuy10.82K——
2026-01-06Shivanandan Monique S.Buy10.82K——
2026-01-06FITZPATRICK THOMASBuy10.82K——
2026-01-06FRAZIER LEON ANTHONYBuy10.82K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 506, holders +109 vs prior quarter. Ownership 86.70%.

HolderSharesChangeChange %Value
BLACKROCK, INC.13.45M-492.28K-3.53%737.59M
AQR CAPITAL MANAGEMENT LLC6.85M3.93M+134.66%374.33M
VANGUARD PORTFOLIO MANAGEMENT LLC5.44M-651.35K-10.69%298.41M
AMERICAN CENTURY COMPANIES INC4.86M1.39M+39.96%266.38M
STATE STREET CORP4.73M-316.45K-6.27%259.64M
VANGUARD CAPITAL MANAGEMENT LLC4.23M120.84K+2.94%232.13M
SILVER HEIGHTS CAPITAL MANAGEMENT INC3.27M-1.87M-36.35%179.63M
GOTHAM ASSET MANAGEMENT, LLC2.51M-839.65K-25.03%137.91M
DIMENSIONAL FUND ADVISORS LP2.36M198.78K+9.21%129.33M
VAN ECK ASSOCIATES CORP2.27M766.17K+50.92%124.55M
PACER ADVISORS, INC.2.17M1.28M+143.52%118.93M
GEODE CAPITAL MANAGEMENT, LLC2.04M37.81K+1.88%112.19M
MORGAN STANLEY1.52M-65.93K-4.16%83.23M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.1.32M1.32MNew72.28M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.32M-48.22K-3.53%72.28M
ARK INVESTMENT MANAGEMENT LLC1.22M-511.69K-29.63%66.65M
BANK OF NEW YORK MELLON CORP1.14M-6.39K-0.56%62.75M
UBS GROUP AG1.01M-278.96K-21.72%55.16M
BALYASNY ASSET MANAGEMENT L.P.967.57K844.02K+683.11%53.07M
INVESCO LTD.908.13K-79.79K-8.08%49.81M
NORTHERN TRUST CORP854.11K-9.38K-1.09%46.85M
PENSERRA CAPITAL MANAGEMENT LLC838.59K82.86K+10.96%46.00M
JPMORGAN CHASE & CO789.19K80.89K+11.42%43.32M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP754.42K-346.81K-31.49%41.38M
GOLDMAN SACHS GROUP INC726.76K-201.63K-21.72%39.86M

Earnings and financials

Iridium Communications Inc. (IRDM) trades at $45.47, with a market cap of $4.82B and a trailing P/E of 29.02. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2016201720182019202020212022202320242025
433640000448046000523008000560444000583439000614500000721034000790723000830682000871659000

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Iridium Communications (IRDM) Financials: Revenue & Earnings

IRDM$45.47-0.18 -0.39%

$4.82B

Market Cap

29.02

P/E

37.64

Forward P/E

49

Score

Price History