Iridium Communications Inc
IRDM
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Iridium Communications is positioned well within the telecom services sector due to its unique satellite communication technology, which faces limited competition in niche markets.
- In Q2 2026, Iridium reported a revenue increase of 3% compared to the previous quarter, reaching $225 million.
- The company maintains a strong gross margin of 71.2%, indicating efficient cost management despite recent operating margin compression.
- The telecom services industry is experiencing significant regulatory pressures that could impact future profitability and operational flexibility for companies like Iridium.
- Iridium's earnings growth has declined by 55% year-over-year, reflecting challenges in maintaining profitability.
- The company's operating margin has decreased to 15.1% in Q2 2026, down from 23.2% in Q1 2026, signaling potential operational inefficiencies.
Fundamentals
| Market cap | $5.04B | Enterprise value | $6.64B | Trailing P/E | 54.05 | Forward P/E | 27.73 |
| PEG | 1.89 | Price / book | 10.66 | Beta | 0.85 | Dividend yield | 1.26% |
| Revenue growth | 3.8% | Earnings growth | -55.0% | Gross margin | 71.9% | Operating margin | 15.1% |
| Profit margin | 10.5% | ROE | 19.7% | ROA | 5.1% | Debt / equity | 3.79 |
| Current ratio | 2.78 | Free cash flow | $239.21M | Analyst recommendation | none | Mean target | $42.00 |
| 52w high | $57.18 | 52w low | $15.65 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $225M | $219M | $213M | $227M | $217M |
| Op margin | 15.1% | 23.2% | 25.9% | 30.9% | 23.2% |
| Net income | $9.7M | $21.6M | $24.9M | $37.1M | $22.0M |
| Gross margin | 71.2% | 71.4% | 72.8% | 72.1% | 70.1% |
| Gross profit | $160M | $156M | $155M | $164M | $152M |
| Operating income | $34.0M | $50.7M | $55.2M | $70.1M | $50.3M |
- Revenue +3% vs prior quarter ($225M vs $219M).
- Gross margin 71.2% (was 71.4% prior quarter).
- Operating margin compressed to 15.1%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $872M | $831M | $791M | $721M | — |
| Op margin | 27.1% | 24.1% | 10.3% | 10.6% | — |
| Net income | $114M | $113M | $15.4M | $8.7M | — |
| Gross margin | 71.5% | 72.2% | 71.5% | 72.1% | — |
| Gross profit | $624M | $600M | $566M | $520M | — |
| Operating income | $236M | $200M | $81.6M | $76.7M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
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Price (daily)
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