Iridium Communications (IRDM) Financials: Revenue & Earnings
$4.82B
Market Cap
29.02
P/E
37.64
Forward P/E
49
Score
IRDM price $45.47 -0.18 -0.39%
Stocklytics score rationale: value 38, quality 51, growth 57.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 433640000 | 448046000 | 523008000 | 560444000 | 583439000 | 614500000 | 721034000 | 790723000 | 830682000 | 871659000 |
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…
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
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-11 | — | 0.25 | — | 239.73M |
| 2026-10-20 | 0.98 | 0.34 | 245.73M | 236.30M |
| 2026-07-22 | 0.09 | 0.28 | 225.24M | 220.32M |
| 2026-04-23 | 0.20 | 0.27 | 219.06M | 218.39M |
| 2026-02-12 | 0.24 | 0.23 | 212.94M | 218.05M |
| 2025-10-23 | 0.35 | 0.26 | 226.94M | 219.14M |
| 2025-07-24 | 0.20 | 0.23 | 216.91M | 222.66M |
| 2025-04-22 | 0.27 | 0.22 | 214.88M | 213.59M |
| 2025-02-13 | 0.31 | 0.15 | 212.99M | 209.54M |
| 2024-10-17 | 0.21 | 0.20 | 212.77M | 203.64M |
| 2024-07-23 | 0.27 | 0.17 | 201.07M | 201.85M |
| 2024-04-18 | 0.16 | 0.15 | 203.85M | 193.75M |
| 2024-02-15 | 0.29 | 0.03 | 194.74M | 194.03M |
| 2023-10-19 | -0.01 | -0.00 | 197.60M | 196.55M |
| 2023-07-25 | -0.24 | -0.03 | 193.11M | 198.42M |
| 2023-04-20 | 0.08 | 0.00 | 205.27M | 188.10M |
| 2023-02-16 | -0.01 | -0.00 | 193.84M | 174.26M |
| 2022-10-20 | 0.02 | 0.02 | 184.06M | 180.91M |
| 2022-07-26 | 0.04 | 0.00 | 174.92M | 166.46M |
| 2022-04-19 | 0.02 | 0.00 | 168.22M | 156.83M |
| 2022-02-17 | -0.04 | -0.03 | 155.89M | 152.11M |
| 2021-10-19 | -0.02 | -0.01 | 162.16M | 153.71M |
| 2021-07-20 | 0.03 | -0.06 | 149.92M | 153.71M |
| 2021-04-20 | -0.04 | -0.05 | 146.53M | 146.31M |
| 2021-02-11 | -0.06 | -0.08 | 146.51M | 183.13M |
| 2020-10-20 | -0.03 | -0.12 | 151.47M | 222.86M |
| 2020-07-28 | -0.09 | -0.14 | 140.17M | 186.90M |
| 2020-04-28 | -0.06 | -0.16 | 145.29M | 124.47M |
| 2020-02-25 | -0.15 | -0.18 | 138.87M | 37.26M |
| 2019-10-29 | -0.14 | -0.15 | 144.78M | 134.44M |
| 2019-07-23 | -0.16 | -0.18 | 143.10M | 169.93M |
| 2019-04-23 | -0.18 | -0.23 | 133.69M | 163.39M |
| 2019-02-28 | -0.09 | -0.16 | 132.16M | 205.59M |
| 2018-10-25 | -0.13 | -0.09 | 136.76M | 108.80M |
| 2018-07-31 | 0.02 | -0.06 | 134.93M | 89.95M |
| 2018-04-26 | 0.07 | 0.00 | 119.15M | — |
| 2018-02-22 | 0.08 | 0.11 | 115.47M | 10.50M |
| 2017-10-26 | 0.23 | 0.18 | 116.55M | 91.21M |
| 2017-07-27 | 0.20 | 0.18 | 111.60M | 100.44M |
| 2017-04-27 | 0.30 | 0.21 | 104.43M | 69.62M |
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-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-09-15 | $0.15 | 2026-09-15 | 2026-09-30 | Quarterly |
| 2026-06-15 | $0.15 | 2026-06-15 | 2026-06-30 | Quarterly |
| 2026-03-16 | $0.15 | 2026-03-16 | 2026-03-31 | Quarterly |
| 2025-12-15 | $0.15 | 2025-12-15 | 2025-12-31 | Quarterly |
| 2025-09-15 | $0.15 | 2025-09-15 | 2025-09-30 | Quarterly |
| 2025-06-13 | $0.14 | 2025-06-13 | 2025-06-30 | Quarterly |
| 2025-03-17 | $0.14 | 2025-03-17 | 2025-03-31 | Quarterly |
| 2024-12-16 | $0.14 | 2024-12-16 | 2024-12-31 | Quarterly |
| 2024-09-13 | $0.14 | 2024-09-13 | 2024-09-30 | Quarterly |
| 2024-06-14 | $0.14 | 2024-06-14 | 2024-06-28 | Quarterly |
| 2024-03-14 | $0.13 | 2024-03-15 | 2024-03-29 | Quarterly |
| 2023-12-14 | $0.13 | 2023-12-15 | 2023-12-29 | Quarterly |
| 2023-09-14 | $0.13 | 2023-09-15 | 2023-09-29 | Quarterly |
| 2023-06-14 | $0.13 | 2023-06-15 | 2023-06-30 | Quarterly |
| 2023-03-14 | $0.13 | 2023-03-15 | 2023-03-30 | Quarterly |
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-22 | DESCH MATTHEW J | Sell | 42.80K | — | — |
| 2026-09-30 | FRAZIER LEON ANTHONY | Buy | 106 | — | — |
| 2026-09-30 | YEANEY JACQUELINE E | Buy | 34 | — | — |
| 2026-09-30 | Sears Kay | Buy | 34 | — | — |
| 2026-09-30 | Alterman Louis M | Buy | 43 | — | — |
| 2026-09-30 | Shivanandan Monique S. | Buy | 50 | — | — |
| 2026-09-30 | NIEHAUS ROBERT H | Buy | 56 | — | — |
| 2026-09-30 | Canfield Thomas C | Buy | 734 | — | — |
| 2026-09-30 | FITZPATRICK THOMAS | Buy | 56 | — | — |
| 2026-09-30 | Olson Eric T | Buy | 442 | — | — |
| 2026-09-15 | Last Timothy James | Sell | 5.77K | $46.35 | 267.39K |
| 2026-09-03 | Last Timothy James | Sell | 2.01K | $47.36 | 95.34K |
| 2026-09-01 | O'Neill Vincent James | Sell | 1.46K | $46.98 | 68.64K |
| 2026-09-01 | Kapalka Timothy | Sell | 693 | $46.98 | 32.56K |
| 2026-09-01 | Last Timothy James | Sell | 1.50K | $46.98 | 70.52K |
| 2026-09-01 | McBride Suzanne E. | Sell | 3.62K | $46.98 | 170.21K |
| 2026-09-01 | Scheimreif Scott | Sell | 2.21K | $46.98 | 103.68K |
| 2026-09-01 | DESCH MATTHEW J | Sell | 9.58K | $46.98 | 450.21K |
| 2026-09-01 | Morgan Kathleen A. | Sell | 2.05K | $46.98 | 96.45K |
| 2026-08-20 | McBride Suzanne E. | Sell | 17.40K | — | — |
| 2026-08-18 | FITZPATRICK THOMAS | Sell | 15.05K | $49.20 | 740.26K |
| 2026-08-17 | FITZPATRICK THOMAS | Sell | 209.23K | $50.22 | 10.51M |
| 2026-08-17 | Last Timothy James | Sell | 19.02K | $50.33 | 957.33K |
| 2026-08-17 | Last Timothy James | Sell | 500 | $50.88 | 25.44K |
| 2026-08-17 | Kapalka Timothy | Sell | 13.47K | $50.51 | 680.52K |
| 2026-08-17 | McBride Suzanne E. | Sell | 85.45K | $50.28 | 4.30M |
| 2026-08-17 | Morgan Kathleen A. | Sell | 32.65K | $50.34 | 1.64M |
| 2026-08-17 | Morgan Kathleen A. | Sell | 544 | $50.85 | 27.66K |
| 2026-08-17 | Olson Eric T | Sell | 8.00K | $50.61 | 404.88K |
| 2026-08-17 | NIEHAUS ROBERT H | Sell | 50.00K | — | — |
| 2026-07-10 | Thoma Donald Lee | Buy | 41.95K | — | — |
| 2026-07-02 | Thoma Donald Lee | Other | 0 | — | — |
| 2026-06-30 | YEANEY JACQUELINE E | Buy | 30 | — | — |
| 2026-06-30 | Shivanandan Monique S. | Buy | 44 | — | — |
| 2026-06-30 | Sears Kay | Buy | 30 | — | — |
| 2026-06-30 | Olson Eric T | Buy | 385 | — | — |
| 2026-06-30 | NIEHAUS ROBERT H | Buy | 378 | — | — |
| 2026-06-30 | FRAZIER LEON ANTHONY | Buy | 93 | — | — |
| 2026-06-30 | FITZPATRICK THOMAS | Buy | 48 | — | — |
| 2026-06-30 | Alterman Louis M | Buy | 38 | — | — |
| 2026-06-30 | Canfield Thomas C | Buy | 639 | — | — |
| 2026-06-01 | O'Neill Vincent James | Sell | 1.46K | $51.78 | 75.55K |
| 2026-06-01 | Kapalka Timothy | Buy | 4.17K | — | — |
| 2026-06-01 | Kapalka Timothy | Sell | 692 | $51.78 | 35.83K |
| 2026-06-01 | Last Timothy James | Sell | 1.50K | $51.78 | 77.57K |
| 2026-06-01 | Scheimreif Scott | Sell | 2.21K | $51.78 | 114.17K |
| 2026-06-01 | DESCH MATTHEW J | Sell | 9.58K | $51.78 | 496.21K |
| 2026-06-01 | Morgan Kathleen A. | Sell | 2.05K | $51.78 | 106.25K |
| 2026-06-01 | McBride Suzanne E. | Sell | 3.62K | $51.78 | 187.55K |
| 2026-05-20 | Canfield Thomas C | Sell | 136 | — | — |
| 2026-04-06 | Kapalka Timothy | Sell | 2.04K | $33.00 | 67.42K |
| 2026-04-02 | Kapalka Timothy | Sell | 3.79K | $31.00 | 117.49K |
| 2026-03-31 | Shivanandan Monique S. | Buy | 86 | — | — |
| 2026-03-31 | YEANEY JACQUELINE E | Buy | 58 | — | — |
| 2026-03-31 | Sears Kay | Buy | 58 | — | — |
| 2026-03-31 | Olson Eric T | Buy | 757 | — | — |
| 2026-03-31 | Krongard A B | Buy | 640 | — | — |
| 2026-03-31 | FITZPATRICK THOMAS | Buy | 95 | — | — |
| 2026-03-31 | Canfield Thomas C | Buy | 1.26K | — | — |
| 2026-03-31 | Alterman Louis M | Buy | 74 | — | — |
| 2026-03-31 | FRAZIER LEON ANTHONY | Buy | 182 | — | — |
| 2026-03-31 | NIEHAUS ROBERT H | Buy | 743 | — | — |
| 2026-03-09 | O'Neill Vincent James | Sell | 2.51K | $24.01 | 60.36K |
| 2026-03-09 | McBride Suzanne E. | Sell | 3.07K | $24.01 | 73.64K |
| 2026-03-09 | Scheimreif Scott | Sell | 2.40K | $24.01 | 57.55K |
| 2026-03-09 | DESCH MATTHEW J | Sell | 8.75K | $24.01 | 210.02K |
| 2026-03-09 | Last Timothy James | Sell | 2.33K | $24.01 | 56.06K |
| 2026-03-09 | Morgan Kathleen A. | Sell | 2.19K | $24.01 | 52.61K |
| 2026-03-09 | Kapalka Timothy | Sell | 744 | $24.01 | 17.86K |
| 2026-03-01 | FITZPATRICK THOMAS | Sell | 8.77K | $22.49 | 197.17K |
| 2026-03-01 | Scheimreif Scott | Buy | 66.81K | — | — |
| 2026-03-01 | Scheimreif Scott | Sell | 12.59K | $22.49 | 283.19K |
| 2026-03-01 | Morgan Kathleen A. | Buy | 70.98K | — | — |
| 2026-03-01 | Morgan Kathleen A. | Sell | 11.31K | $22.49 | 254.38K |
| 2026-03-01 | DESCH MATTHEW J | Buy | 292.27K | — | — |
| 2026-03-01 | DESCH MATTHEW J | Sell | 53.30K | $22.49 | 1.20M |
| 2026-03-01 | McBride Suzanne E. | Buy | 133.61K | — | — |
| 2026-03-01 | McBride Suzanne E. | Sell | 20.48K | $22.49 | 460.57K |
| 2026-03-01 | O'Neill Vincent James | Buy | 83.51K | — | — |
| 2026-03-01 | O'Neill Vincent James | Sell | 3.66K | $22.49 | 82.27K |
| 2026-03-01 | Kapalka Timothy | Buy | 13.57K | — | — |
| 2026-03-01 | Kapalka Timothy | Sell | 1.87K | $22.49 | 42.08K |
| 2026-03-01 | Last Timothy James | Buy | 66.81K | — | — |
| 2026-03-01 | Last Timothy James | Sell | 3.88K | $22.49 | 87.33K |
| 2026-02-26 | FITZPATRICK THOMAS | Buy | 34.25K | — | — |
| 2026-02-26 | Scheimreif Scott | Buy | 20.55K | — | — |
| 2026-02-26 | Scheimreif Scott | Buy | 4.96K | — | — |
| 2026-02-26 | Morgan Kathleen A. | Buy | 20.55K | — | — |
| 2026-02-26 | Morgan Kathleen A. | Buy | 4.86K | — | — |
| 2026-02-26 | DESCH MATTHEW J | Buy | 95.89K | — | — |
| 2026-02-26 | DESCH MATTHEW J | Buy | 19.40K | — | — |
| 2026-02-26 | McBride Suzanne E. | Buy | 34.25K | — | — |
| 2026-02-26 | McBride Suzanne E. | Buy | 7.33K | — | — |
| 2026-02-26 | O'Neill Vincent James | Buy | 5.07K | — | — |
| 2026-02-26 | Kapalka Timothy | Buy | 2.47K | — | — |
| 2026-02-26 | Last Timothy James | Buy | 4.63K | — | — |
| 2026-01-06 | Alterman Louis M | Buy | 10.82K | — | — |
| 2026-01-06 | Shivanandan Monique S. | Buy | 10.82K | — | — |
| 2026-01-06 | FITZPATRICK THOMAS | Buy | 10.82K | — | — |
| 2026-01-06 | FRAZIER LEON ANTHONY | Buy | 10.82K | — | — |
Latest filed quarter: Q2 2026.
Institutions holding: 506, holders +109 vs prior quarter. Ownership 86.70%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 13.45M | -492.28K | -3.53% | 737.59M |
| AQR CAPITAL MANAGEMENT LLC | 6.85M | 3.93M | +134.66% | 374.33M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.44M | -651.35K | -10.69% | 298.41M |
| AMERICAN CENTURY COMPANIES INC | 4.86M | 1.39M | +39.96% | 266.38M |
| STATE STREET CORP | 4.73M | -316.45K | -6.27% | 259.64M |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.23M | 120.84K | +2.94% | 232.13M |
| SILVER HEIGHTS CAPITAL MANAGEMENT INC | 3.27M | -1.87M | -36.35% | 179.63M |
| GOTHAM ASSET MANAGEMENT, LLC | 2.51M | -839.65K | -25.03% | 137.91M |
| DIMENSIONAL FUND ADVISORS LP | 2.36M | 198.78K | +9.21% | 129.33M |
| VAN ECK ASSOCIATES CORP | 2.27M | 766.17K | +50.92% | 124.55M |
| PACER ADVISORS, INC. | 2.17M | 1.28M | +143.52% | 118.93M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.04M | 37.81K | +1.88% | 112.19M |
| MORGAN STANLEY | 1.52M | -65.93K | -4.16% | 83.23M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 1.32M | 1.32M | New | 72.28M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.32M | -48.22K | -3.53% | 72.28M |
| ARK INVESTMENT MANAGEMENT LLC | 1.22M | -511.69K | -29.63% | 66.65M |
| BANK OF NEW YORK MELLON CORP | 1.14M | -6.39K | -0.56% | 62.75M |
| UBS GROUP AG | 1.01M | -278.96K | -21.72% | 55.16M |
| BALYASNY ASSET MANAGEMENT L.P. | 967.57K | 844.02K | +683.11% | 53.07M |
| INVESCO LTD. | 908.13K | -79.79K | -8.08% | 49.81M |
| NORTHERN TRUST CORP | 854.11K | -9.38K | -1.09% | 46.85M |
| PENSERRA CAPITAL MANAGEMENT LLC | 838.59K | 82.86K | +10.96% | 46.00M |
| JPMORGAN CHASE & CO | 789.19K | 80.89K | +11.42% | 43.32M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 754.42K | -346.81K | -31.49% | 41.38M |
| GOLDMAN SACHS GROUP INC | 726.76K | -201.63K | -21.72% | 39.86M |
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.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 433640000 | 448046000 | 523008000 | 560444000 | 583439000 | 614500000 | 721034000 | 790723000 | 830682000 | 871659000 |
Insights · Dividends · Forecast · Financials · Learn
$4.82B
Market Cap
29.02
P/E
37.64
Forward P/E
49
Score