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Communication Services - Telecommunications Services - NASDAQ - US
$ 26.32
1.86 %
$ 2.85 B
Market Cap
25.0
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one IRDM stock under the worst case scenario is HIDDEN Compared to the current market price of 26.3 USD, Iridium Communications Inc. is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one IRDM stock under the base case scenario is HIDDEN Compared to the current market price of 26.3 USD, Iridium Communications Inc. is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one IRDM stock under the best case scenario is HIDDEN Compared to the current market price of 26.3 USD, Iridium Communications Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart IRDM

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$34.0$34.0$32.0$32.0$30.0$30.0$28.0$28.0$26.0$26.0$24.0$24.0$22.0$22.0$20.0$20.015 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '25
FINANCIALS
831 M REVENUE
5.05%
200 M OPERATING INCOME
145.48%
113 M NET INCOME
631.60%
376 M OPERATING CASH FLOW
19.38%
-181 M INVESTING CASH FLOW
-116.32%
-170 M FINANCING CASH FLOW
47.87%
215 M REVENUE
0.89%
60.4 M OPERATING INCOME
15.87%
30.4 M NET INCOME
-16.31%
61.1 M OPERATING CASH FLOW
-41.71%
-24.5 M INVESTING CASH FLOW
-1.15%
-81.1 M FINANCING CASH FLOW
43.83%
Balance Sheet Iridium Communications Inc.
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Current Assets 293 M
Cash & Short-Term Investments 93.5 M
Receivables 98.8 M
Other Current Assets 100 M
Non-Current Assets 2.38 B
Long-Term Investments 42.5 M
PP&E 2.08 B
Other Non-Current Assets 256 M
3.50 %3.70 %3.76 %77.88 %9.57 %Total Assets$2.7b
Current Liabilities 169 M
Accounts Payable 19.7 M
Short-Term Debt 33.1 M
Other Current Liabilities 116 M
Non-Current Liabilities 1.93 B
Long-Term Debt 0
Other Non-Current Liabilities 1.93 B
5.56 %91.92 %Total Liabilities$2.1b
EFFICIENCY
Earnings Waterfall Iridium Communications Inc.
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Revenue 831 M
Cost Of Revenue 178 M
Gross Profit 653 M
Operating Expenses 452 M
Operating Income 200 M
Other Expenses 87.6 M
Net Income 113 M
900m900m800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m00831m(178m)653m(452m)200m(88m)113mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
78.55% GROSS MARGIN
78.55%
24.12% OPERATING MARGIN
24.12%
13.58% NET MARGIN
13.58%
19.56% ROE
19.56%
4.22% ROA
4.22%
7.02% ROIC
7.02%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Iridium Communications Inc.
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400m400m300m300m200m200m100m100m00(100m)(100m)(200m)(200m)(300m)(300m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 113 M
Depreciation & Amortization 203 M
Capital Expenditures -69.9 M
Stock-Based Compensation 63.5 M
Change in Working Capital 0
Others -9.96 M
Free Cash Flow 306 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Iridium Communications Inc.
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IRDM has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.52% DIVIDEND YIELD
0.14 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.600.600.500.500.400.400.300.300.200.200.100.100.000.000.130.130.140.130.140.130.140.130.520.140.550.14202320232024202420252025
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5. COMPETITION
slide 2 of 18
6. Ownership
Insider Ownership Iridium Communications Inc.
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Sold
0-3 MONTHS
672 K USD 2
3-6 MONTHS
358 K USD 2
6-9 MONTHS
1.26 M USD 2
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Undercovered Dozen: Gevo, Eledon, Dorian, Iridium + The 'Undercovered' Dozen series highlights 12 lesser-covered stocks, offering potential investment ideas and sparking community discussion. Aeluma, Inc. is a speculative microcap with game-changing semiconductor technology, a credible team, and significant grants, making it a strong buy. Big Yellow Group, despite macro pressures, shows steady revenue growth and strong cash generation, presenting a buy opportunity for long-term investors. seekingalpha.com - 2 weeks ago
Iridium Equips 9603 Module with Enhanced Short Burst Data Capabilities for Government Users MCLEAN, Va. , May 6, 2025 /PRNewswire/ -- Iridium Communications Inc. (Nasdaq: IRDM), a leading provider of global voice and data satellite communications, today announced a special U.S. government version of the Iridium® 9603 module built for Enhanced Short Burst Data (ESBD). prnewswire.com - 2 weeks ago
Wall Street Analysts Believe Iridium (IRDM) Could Rally 52.28%: Here's is How to Trade The consensus price target hints at a 52.3% upside potential for Iridium (IRDM). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term. zacks.com - 2 weeks ago
Buy These Top-Ranked 5 Stocks to Play an Earnings Beat Top-ranked stocks Fox (FOXA), Newmont (NEM), Affirm (AFRM), HealthStream (HSTM)) and Iridium Communications (IRDM) are likely to beat on the bottom line in their upcoming releases. zacks.com - 2 weeks ago
Why I disagree with Cathie Wood's bullish stance on Iridium stock Famed investor Cathie Wood recently parked nearly $10 million in the McLean-based Iridium Communications Inc. (NASDAQ: IRDM). Wood, the founder and chief executive of Ark Invest, loaded up on more than 418,000 shares last week of the company that operates the Iridium satellite constellation. invezz.com - 3 weeks ago
Iridium Communications: Shares Deserve To Fly To The Exosphere (Rating Upgrade) Iridium Communications' stock has dropped 27.9% since February, presenting a buying opportunity despite broader market declines and economic concerns. The company reported solid revenue growth, with commercial service revenue increasing and IoT data revenue seeing significant gains. Management expects continued growth, targeting $1 billion in annual service revenue by 2030, with projected annualized upside of 17.9% to 25%. seekingalpha.com - 3 weeks ago
After Plunging -26.98% in 4 Weeks, Here's Why the Trend Might Reverse for Iridium (IRDM) Iridium (IRDM) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term. zacks.com - 3 weeks ago
Here's Why Iridium Communications (IRDM) is a Strong Value Stock Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. zacks.com - 3 weeks ago
Iridium's Q1 Earnings & Revenues Top, Increase Y/Y, Shares Tumble IRDM's Q1 performance is led by higher service revenues and subscriber strength. The stock falls 6.9% due to potential global trade volatility and rising costs. zacks.com - 3 weeks ago
Iridium Communications Inc. (IRDM) Q1 2025 Earnings Call Transcript Iridium Communications Inc. (NASDAQ:IRDM ) Q1 2025 Results Conference Call April 22, 2025 8:30 AM ET Company Participants Ken Levy - Vice President, Investor Relations Matt Desch - Chief Executive Officer Vince O'Neill - Chief Financial Officer Conference Call Participants Ric Prentiss - Raymond James Edison Yu - Deutsche Bank Colin Canfield - Cantor Hamed Khorsand - BWS Financial Chris Quilty - Quilty Space Matthew Robillard - Barclays Louie DiPalma - William Blair Operator Good day, and welcome to the Iridium Communications First Quarter Conference Call. All participants will be in listen-only mode. seekingalpha.com - 4 weeks ago
Compared to Estimates, Iridium (IRDM) Q1 Earnings: A Look at Key Metrics The headline numbers for Iridium (IRDM) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 4 weeks ago
Iridium Communications (IRDM) Q1 Earnings and Revenues Beat Estimates Iridium Communications (IRDM) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.16 per share a year ago. zacks.com - 4 weeks ago
8. Profile Summary

Iridium Communications Inc. IRDM

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COUNTRY US
INDUSTRY Telecommunications Services
MARKET CAP $ 2.85 B
Dividend Yield 0.52%
Description Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and international governments, non-governmental organizations, and consumers worldwide. The company offers postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; and Internet of Things (IoT) services. It also provides hosted payload and other data services, such as satellite time and location services, and inbound connections from the public switched telephone network, short message, subscriber identity module, activation, customer reactivation, and other peripheral services. In addition, the company offers voice and data solutions comprising personnel tracking devices; asset tracking devices for equipment, vehicles, and aircrafts; beyond-line-of-sight aircraft communications applications; maritime communications applications; specialized communications solutions for high-value individuals; mobile communications and data devices for the military and intelligence agencies, such as secure satellite handsets, as well as netted voice, messaging, and paging services; and maintenance services for the United States government's dedicated gateway. Further, it provides satellite handsets, personal connectivity devices, voice and data modems, broadband data devices, and IoT data devices; various accessories for its devices that include batteries, holsters, earbud headphones, portable auxiliary antennas, antenna adaptors, USB data cables, charging units, and others; and engineering and support services. Iridium Communications Inc. sells its products and services to commercial end users through a wholesale distribution network that include service providers, and value-added resellers and manufacturers. The company was formerly known as Iridium Holdings LLC and changed its name to Iridium Communications Inc. in September 2009. Iridium Communications Inc. was founded in 2000 and is headquartered in McLean, Virginia.
Contact 1750 Tysons Boulevard, McLean, VA, 22102 https://www.iridium.com
IPO Date March 20, 2008
Employees 873
Officers Ms. Kathleen A. Morgan Chief Legal Officer & Company Secretary Ms. Manjula Sriram Vice President & Chief Information Officer Mr. Vincent J. O'Neill Chief Financial Officer Mr. Gregory D. Pelton Chief Technical Officer Ms. Suzanne E. McBride Chief Operating Officer & Director Mr. Scott T. Scheimreif Executive Vice President of Government Programs Mr. Timothy J. Last Executive Vice President of Sales & Marketing Mr. Matthew J. Desch Chief Executive Officer & Director Mr. Kenneth B. Levy Vice President of Investor Relations Dr. Michael L. O'Connor Ph.D. Executive Vice President of Positioning, Navigation & Timing Division