Iridium Communications stock analysis
Iridium Communications (1IRDM) Stock Price & Analysis
1IRDM Stock Chart & Stats
- Day’s Range
- EUR 36.90 - EUR 38.70
- 52-Week Range
- EUR 8.00 - EUR 60.00
- Previous Close
- EUR 37.60
- Volume
- N/A
- Average Volume (3M)
- 32
- Market Cap
- EUR 4.17B
- Enterprise Value
- EUR 7.26B
- Total Cash (Recent Filing)
- EUR 97.85M
- Total Debt (Recent Filing)
- EUR 2.14B
- Price to Earnings (P/E)
- 29.5
- Beta
- 0.38
- Next Earnings
- Feb 18, 2027 (Est.)
- EPS Estimate
- 0.15
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.32%
Bulls Say, Bears Say
Bulls Say
Recurring Network Revenue
Iridium’s satellite network generates recurring access fees and usage revenue across voice, data, and IoT services. This model can support durable customer relationships and more predictable cash generation, while certified devices and partners help expand the installed base over time.
Improving Profitability
The shift from losses to positive earnings, alongside consistent multi-year revenue growth, indicates that Iridium has materially strengthened its operating profile. Improved gross and net margins provide greater capacity to fund network investment, support customers, and compound earnings over coming quarters.
Strong Cash Conversion
Robust operating cash flow and free cash flow conversion show that reported earnings are translating into internally generated funds. This supports ongoing satellite and infrastructure needs, debt servicing, and capital returns without relying entirely on external financing.
Bears Say
Elevated Leverage
High leverage leaves Iridium with less financial flexibility if growth slows or cash generation weakens. It also increases exposure to refinancing conditions and interest costs, while making returns appear stronger partly because a smaller equity base supports the capital structure.
Slowing Free Cash Flow Growth
Although absolute cash generation remains solid, consecutive periods of negative free cash flow growth indicate that the pace of improvement has moderated. If this persists, Iridium may have less incremental cash available for debt reduction, investment, or shareholder distributions.
Margin And EBIT Volatility
Lower TTM EBIT despite higher revenue suggests that operating costs or non-recurring factors are reducing the conversion of sales into profit. Margin volatility makes future earnings less predictable and could limit the durability of recent profitability improvements.
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Iridium Communications Stock Smart Score
Company Description
Iridium Communications
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, push-to-talk services, broadband data solutions, and advanced Internet of Things (IoT) capabilities. Additionally, Iridium supports hosted payload services and various specialized data applications, such as satellite time and location tracking, inbound connections from public telephone networks, short message services, subscriber identity module (SIM) management, and other related operational and peripheral services. The company delivers comprehensive voice and data solutions designed for specific operational needs. These encompass tracking devices for personnel and assets (such as equipment, vehicles, and aircraft), essential beyond-line-of-sight communication for aviation, maritime communication systems, and customized secure communication solutions for high-value individuals. Iridium also supplies mobile communication and data devices tailored for military and intelligence agencies, featuring secure satellite handsets along with netted voice, messaging, and paging services. Furthermore, it provides maintenance services for the United States government's dedicated ground gateway. Iridium's product portfolio includes a variety of hardware such as satellite handsets, personal connectivity devices, voice and data modems, broadband data terminals, and IoT data devices. These are supported by an array of accessories, including batteries, holsters, headphones, portable auxiliary antennas, adaptors, USB cables, and charging units, complemented by robust engineering and support services. Commercial end-users access Iridium's products and services via a comprehensive wholesale distribution network comprising service providers, value-added resellers, and manufacturers. Established in 2000 and headquartered in McLean, Virginia, the company was formerly known as Iridium Holdings LLC before changing its name in September 2009.
- Sector
- Communicationservices
- Industry
- Telecommunications Services
- CEO
- Matthew J. Desch
- Employees
- 975
- Website
- www.iridium.com
- Address
- 1676 International Drive, McLean, VA, 22102, US
Iridium Communications (1IRDM) Earnings & Revenues
1IRDM Earnings Call
Earnings Call SentimentPositive
The call conveyed a generally positive outlook driven by steady top-line growth (service revenue +2%), strong product pipeline momentum (Iridium 9604, PNT ASIC, NTN Direct) and improving ARPU in voice and data (+7%). Management reaffirmed full-year guidance, highlighted robust engineering and government revenue growth, and projected meaningful free cash flow over the decade. Headwinds include a 5% decline in Q1 OEBITDA (partly driven by a one-time compensation accounting change with a $17M FY impact), a 5% decline in commercial broadband, higher Q1 SG&A, and uncertainty on the timing of large PNT contract revenue. Overall, the positives — recurring revenue growth, product/standards progress, and cash flow outlook — outweigh the near-term operational and timing challenges.
View all IT:1IRDM earnings summaries1IRDM Net sales Breakdown
- 54.57% U.S.
- 45.43% Other
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 5 | 5 | 12 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 2 | 0 | 10 |
