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NASDAQ · US · Telecom Services

IRDM Iridium Communications

Global L-band constellation

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$44.79
+0.88% today
1W
+1.4%
1M
−8.1%
3M
−1.1%
YTD
+160.9%
1Y
+152.0%
Off 52w high
−19.4%
Next earnings (est.): 2026-10-20
Market cap$4.71B
P/E (trailing)50.5Forward 31.2
EV / sales7.5×EV/EBITDA 17.1×
Revenue (TTM)$903MGrowth 8.3% y/y
Margins71.5%gross · op 12.9%
Free cash flow$218MCash $97.85M · debt $2.18B
Analyst target$46.00+2.7% upside · 4 analysts · buy
Riskβ 0.85Short 3.7% of float · yield 1.37%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

IRDM · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-10-20EarningsBeat / raise

    Reported EPS 1.17 vs 0.41 expected (+185.7% surprise).

  2. 7
    2026-07-22EarningsMiss / cut

    Reported EPS 0.19 vs 0.3 expected (-34.8% surprise).

  3. 6
    2026-04-23EarningsMiss / cut

    Reported EPS 0.2 vs 0.28 expected (-26.9% surprise).

  4. 5
    2026-02-12EarningsMiss / cut

    Reported EPS 0.24 vs 0.25 expected (-2.6% surprise).

  5. 4
    2025-10-23EarningsBeat / raise

    Reported EPS 0.35 vs 0.25 expected (+41.1% surprise).

  6. 3
    2025-07-24EarningsMiss / cut

    Reported EPS 0.2 vs 0.24 expected (-15.8% surprise).

  7. 2
    2025-04-22EarningsMiss / cut

    Reported EPS 0.27 vs 0.28 expected (-3.6% surprise).

  8. 1
    2025-02-13EarningsBeat / raise

    Reported EPS 0.32 vs 0.22 expected (+43.6% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-10-200.411.17+185.7%
2026-07-220.30.19−34.8%
2026-04-230.280.2−26.9%
2026-02-120.250.24−2.6%
2025-10-230.250.35+41.1%
2025-07-240.240.2−15.8%
2025-04-220.280.27−3.6%
2025-02-130.220.32+43.6%
2024-10-170.210.22+2.9%
2024-07-230.230.16−30.9%
2024-04-180.190.17−11.3%
2024-02-150.090.31+237.1%
2023-07-250.04-0.23−643.1%
2023-04-200.010.08+749.0%
2023-02-16—0.01+308.1%
2022-10-200.010.02+42.9%
2022-07-26—0.04+1700.0%
2022-04-19—0.02+700.6%
2022-02-17-0.05-0.04+15.8%
2021-10-19-0.02-0.01+40.0%
2021-07-20-0.040.03+175.0%
2021-04-20-0.04-0.04+11.1%
2021-02-11-0.1-0.06+37.9%

About Iridium Communications

Website ↗

Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and foreign governments, non-governmental organizations, and consumers in the United States, Canada, and internationally. The company offers mobile satellite communications services for land mobile end users and aviation sectors; broadband terminals, embedded devices, and handsets for merchant shipping, fishing, leisure and research vessels, and specialized watercraft; satellite-based IoT services; hosted payload and other data services; and other data services and engineering services. It also provides postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; Internet of Things (IoT); and satellite time and location services. In addition, the company offers personnel tracking devices; …

975 employees · McLean, United States

Direct-to-device, broadband and Earth observation compete for launch, spectrum and optical inter-satellite links.

Spectrum→Bus + payload→Launch→Service

What would prove us wrong. Weakens if spectrum or launch constraints ease and pricing competes away.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ASTS
AST SpaceMobile
Direct-to-device broadband $40.21+1.05%−35.0%−44.6%
VSAT
Viasat
Satellite broadband $67.30+9.48%−7.8%+95.3%
PL
Planet Labs
Earth observation constellation $13.90+3.65%−20.2%−29.5%
MDA.TO
MDA Space
Satellite constellations and robotics C$40.11+3.80%−9.9%+50.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.