CoverageForm 410-K10-Q8-K13D13G13F

IRDM · Iridium Communications Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · IRDM

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$219.06M-$226.94M$216.91M$214.88M-$212.77M$201.07M$203.85M-
Cost of Revenue----------
Gross Profit----------
R&D$6.17M-$4.94M$4.28M$5.42M-$6.19M$6.51M$7.20M-
SG&A$45.78M-$35.51M$44.63M$35.75M-$43.95M$46.72M$36.81M-
Total Operating Expenses$168.34M-$156.85M$166.65M$154.49M-$157.92M$157.42M$154.08M-
D&A$53.74M-$52.98M$52.84M$51.67M-$51.16M$50.78M$49.74M-
Operating Income$50.71M-$70.08M$50.26M$60.39M-$54.85M$43.65M$49.77M-
Interest Expense----------
Income Tax$8.83M-$10.00M$3.81M$5.82M-$6.00M$4.57M$7.93M-
Net Income$21.59M-$37.13M$21.97M$30.41M-$24.45M$32.34M$19.65M-
EPS - Basic$0.20-$0.35$0.20$0.28-$0.21$0.27$0.16-
EPS - Diluted$0.20-$0.35$0.20$0.27-$0.21$0.27$0.16-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$111.64M$96.50M$88.53M$79.31M$50.90M$93.53M$159.59M$63.54M$174.03M$71.87M
Accounts Receivable$104.38M$93.77M$94.49M$81.05M$105.44M$98.80M$96.46M$96.19M$93.03M$91.72M
Inventory$69.67M$73.76M$76.19M$77.41M$80.69M$81.28M$82.23M$85.81M$92.54M$91.14M
Accounts Payable$11.77M$17.68M$13.15M$11.55M$11.42M$19.71M$13.56M$15.03M$22.55M$28.67M
Current Assets$309.14M$276.50M$275.96M$255.42M$256.75M$292.73M$354.87M$264.42M$376.79M$271.08M
Total Assets$2.53B$2.53B$2.55B$2.57B$2.61B$2.67B$2.75B$2.72B$2.74B$2.66B
Current Liabilities$108.44M$111.67M$103.25M$101.81M$129.31M$169.21M$135.31M$117.51M$113.00M$131.55M
Long-term Debt-$1.76B---$1.76B---$1.47B
Total Liabilities$2.06B$2.07B$2.10B$2.09B$2.09B$2.09B$2.09B$1.93B$1.88B$1.77B
Stockholders' Equity$468.35M$462.60M$450.50M$473.62M$518.45M$576.64M$663.76M$786.70M$853.68M$888.10M
Retained Earnings($396.96M)($418.55M)($443.42M)($446.67M)($425.22M)($406.09M)($355.47M)($292.18M)($256.32M)($235.40M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$71.61M---$61.08M---$71.43M-
Investing Cash Flow($29.95M)---($24.55M)---($14.56M)-
Financing Cash Flow($26.34M)---($81.06M)---$45.52M-
CapEx$29.95M---$24.55M---$14.56M-
Free Cash Flow$41.66M---$36.53M---$56.86M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin23.2%-30.9%23.2%28.1%-25.8%21.7%24.4%-
EBITDA margin47.7%-54.2%47.5%52.1%-49.8%47.0%48.8%-
Net margin9.9%-16.4%10.1%14.2%-11.5%16.1%9.6%-
Free cash flow margin19.0%---17.0%---27.9%-
FCF / Net income1.93---1.20---2.89-
R&D / Revenue2.8%-2.2%2.0%2.5%-2.9%3.2%3.5%-
SG&A / Revenue20.9%-15.6%20.6%16.6%-20.7%23.2%18.1%-
Effective tax rate29.0%-21.2%14.8%16.1%-19.7%12.4%28.8%-
Return on assets0.9%-1.5%0.9%1.2%-0.9%1.2%0.7%-
Return on equity4.6%-8.2%4.6%5.9%-3.7%4.1%2.3%-
Return on invested capital----------
Liquidity
Current ratio2.852.482.672.511.991.732.622.253.332.06
Quick ratio2.211.821.931.751.361.252.011.522.521.37
Cash ratio1.030.860.860.780.390.551.180.541.540.55
Leverage
Debt / Equity-3.80---3.05---1.65
Debt / Assets-0.69---0.66---0.55
Debt / EBITDA----------
Interest coverage----------
Equity multiplier5.415.475.675.425.034.634.143.453.203.00
Liabilities / Assets0.820.820.820.820.800.780.760.710.690.67
Efficiency
Asset turnover0.09-0.090.080.08-0.080.070.07-
Inventory turnover----------
Days sales outstanding174d-152d136d179d-165d175d167d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E138.7x-49.9x150.8x101.2x-145.0x98.6x163.5x-
P / B6.3x-4.1x6.9x5.8x-5.4x4.1x3.8x-
P / S13.5x-8.2x15.0x14.1x-16.9x16.1x15.9x-
EV / EBITDA27.2x-14.4x30.9x26.5x-32.4x33.5x30.8x-
Growth
Revenue growth (YoY)1.9%-6.7%7.9%5.4%-7.7%4.1%-0.7%-
Revenue CAGR (3y)2.2%-7.2%7.4%8.5%-9.5%10.3%11.6%-
Revenue CAGR (5y)8.4%-8.4%9.1%8.1%-8.0%7.0%8.8%-
Gross profit growth (YoY)----------
Operating income growth (YoY)-16.0%-27.8%15.1%21.3%-94.8%-115.0%-
Net income growth (YoY)-29.0%-51.9%-32.1%54.7%---101.1%-
EPS growth (YoY)-25.9%-66.7%-25.9%68.8%-----
EPS CAGR (3y)--126.8%71.0%------
EPS CAGR (5y)----------
FCF growth (YoY)14.0%----35.7%---23.5%-
FCF CAGR (5y)0.1%---3.1%---19.2%-
Book value growth (YoY)-9.7%-19.8%-32.1%-39.8%-39.3%-35.1%-28.2%-21.3%-21.4%-21.3%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$1.40B total
Service$633.96M · 45.4%
Commercial Voiceand Data Services$232.24M · 16.6%
Commercial Io TData Services$181.38M · 13.0%
Engineeringand Support Services$156.59M · 11.2%
Manufactured Product Other$81.11M · 5.8%
Hosted Payloadand Other Data Services$61.59M · 4.4%
Commercial Broadband Services$50.72M · 3.6%

Geographic

$871.66M total
US$479.04M · 55.0%
Non Us$308.51M · 35.4%
CA$84.11M · 9.6%

Peer comparison

Same SIC group: Communications Services, NEC

CompanyRevenue (last FY)Net marginROE
CCOI--319.6%
GOGO$910.49M1.4%12.8%
BZFD$185.27M-31.2%-116.9%
VSAT$4.52B-12.7%-12.6%
GSAT$272.99M-3.2%-2.4%

Comparing Iridium Communications Inc. against the 5 most active filers in the same SIC group.

Dividends

$0.59/share trailing 12 months · +5.4% YoY

Ex-datePer share
Mar 16, 2026$0.1500
Dec 15, 2025$0.1500
Sep 15, 2025$0.1500
Jun 13, 2025$0.1400
Mar 17, 2025$0.1400
Dec 16, 2024$0.1400
Sep 13, 2024$0.1400
Jun 14, 2024$0.1400
Mar 14, 2024$0.1300
Dec 14, 2023$0.1300
Sep 14, 2023$0.1300
Jun 14, 2023$0.1300
Mar 14, 2023$0.1300