IRDM — Iridium Communications Inc.
Satellite voice and data communications company operating a 66-satellite LEO constellation providing global pole-to-pole coverage; serves maritime, aviation, government, and IoT markets.
Coiled
92
52w range compression, breakout-adjusted
Watched
0
7-day news volume + tape quietness
Sound
48
Margins, growth, FCF composite
Critical
83
Supply-chain concentration × demand
Pressure
62
Pricing Power
71.6%
Filling fast
Financials
Numbers on the wire.
Market cap
$4.3B
P/E (TTM)
40.82
P/S (TTM)
4.92
EV / EBITDA
19.54
Gross margin
71.57%
Op margin
25.84%
Net margin
12.05%
FCF margin
—
Rev growth YoY
-12.55%
EPS growth YoY
-6.26%
ROE
22.76%
ROA
4.15%
Debt / Equity
3.76
Current ratio
2.85
Price / Book
6.26
Beta
0.81
Source: Finnhub. TTM = trailing twelve months.
Supply Chain
Layer Presence.
Our take
Iridium is the only truly global satellite voice and data network (polar coverage including Arctic/Antarctic where geostationary satellites cannot reach). Iridium NEXT constellation (launched 2017-2019) has an estimated 15-year lifespan. IoT/machine-to-machine messaging via Short Burst Data (SBD) and Iridium Certus broadband are growth verticals. Recurring subscription revenue provides stable FCF. Risk: limited bandwidth versus Starlink/OneWeb for high-throughput broadband; ASTS direct-to-device competition in mobile segment.
Recent filings
From the EDGAR wire.
News
From the tape.
- SeekingAlphaIridium Communications: Upgrading To Hold, But Cautious On Execution
- BenzingaIridium Communications shares are trading lower after Raymond James downgraded the stock from Outperform to Market Perform.
- BenzingaThis Insulet Analyst Is No Longer Bullish; Here Are Top 4 Downgrades For Friday
- BenzingaRaymond James Downgrades Iridium Communications to Market Perform
- SeekingAlphaIridium Communications Inc. (IRDM) Q1 2026 Earnings Call Transcript
- ChartMillIridium Communications Inc (NASDAQ:IRDM) Q1 2026 Earnings Miss Spurs Pre-Market Decline