Iridium Communications (NASDAQ:IRDM) Releases Earnings Results, Beats Estimates By $0.01 EPS

Iridium Communications (NASDAQ:IRDM) announced its quarterly earnings data on Thursday. The technology company reported $0.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.01, Briefing.com reports. Iridium Communications had a net margin of 13.12% and a return on equity of 23.78%. The business had revenue of $212.94 million for the quarter, compared to the consensus estimate of $219.14 million. During the same quarter in the prior year, the firm posted $0.32 earnings per share. The company’s quarterly revenue was up .0% compared to the same quarter last year.

Here are the key takeaways from Iridium Communications’ conference call:

• Iridium met its 2025 guidance with service revenue on target, OIBDA up 5% for the year and pro forma free cash flow of about $296M, supporting a growing dividend and continued cash returns to shareholders.
• For 2026 management guides service revenue flat to +2% and lowered OIBDA to $480–$490M after a one-year shift to paying annual incentive compensation fully in cash (a $17M OIBDA headwind), while broadband ARPU pressure from primary-to-companion migrations will depress growth.
• Iridium plans to roll out several new products—Iridium NTN Direct, a new PNT ASIC, Certus GMDSS companion terminals, and a new IoT device—which management says represent more than $200M of revenue opportunity by the end of the decade.
• Iridium is pushing its assured PNT business (Satelles acquisition) as a differentiated growth engine—claiming a PNT signal 1,000x stronger than GPS, an ASIC that gives ~5-year technological lead, and a target of at least $100M annual PNT revenue by 2030 plus potential identity/cybersecurity services.
• Management highlighted the increasing market value of L-/S‑band spectrum

Iridium Communications Stock Performance

Shares of NASDAQ:IRDM opened at $23.17 on Friday. The business has a 50-day moving average of $18.99 and a two-hundred day moving average of $19.59. The firm has a market capitalization of $2.43 billion, a PE ratio of 21.86, a P/E/G ratio of 1.36 and a beta of 0.61. The company has a debt-to-equity ratio of 4.02, a current ratio of 2.67 and a quick ratio of 1.93. Iridium Communications has a 12 month low of $15.65 and a 12 month high of $34.45.

Iridium Communications Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 15th were paid a dividend of $0.15 per share. The ex-dividend date was Monday, December 15th. This represents a $0.60 annualized dividend and a yield of 2.6%. Iridium Communications’s dividend payout ratio is currently 53.10%.

More Iridium Communications News

Here are the key news stories impacting Iridium Communications this week:

• Positive Sentiment: Q4 EPS topped estimates and drove the rally — Iridium reported $0.24 EPS versus consensus $0.23, with recurring service revenue and IoT growth offsetting equipment weakness; the market rewarded the beat. IRDM Q4 Earnings Top on IoT Strength, Revenues Lag, Stock Soars 21%
• Positive Sentiment: Strong profitability metrics and call commentary — management highlighted solid EBITDA expansion and durable subscription/recurring revenue trends on the earnings call, supporting near-term cash generation. Iridium Communications Inc (IRDM) Q4 2025 Earnings Call Highlights: Strong EBITDA Growth Amid …
• Neutral Sentiment: Company issued full-year 2026 guidance alongside 2025 results — management published its 2026 outlook (details in the PR), giving investors new forward data to reprice the stock; guidance content is driving intra-day positioning. Iridium Announces 2025 Results; Issues 2026 Outlook
• Neutral Sentiment: Market write-ups explaining the move — several outlets summarized the rally and underlying drivers for investors looking for context. Why Iridium Communications Inc.’s (IRDM) Stock Is Up 15.39%
• Negative Sentiment: Revenue missed expectations and was roughly flat year-over-year — top-line softness (equipment sales weakness) tempers the EPS beat and could limit upside until revenue growth re-accelerates. IRDM Q4 Earnings Top on IoT Strength, Revenues Lag, Stock Soars 21%
• Negative Sentiment: Company flagged slower 2026 dynamics and risks to competitive edge — analyst notes and company disclosures highlighted a more cautious 2026 pace and a new trade-secrets/IP risk item that could affect long-term differentiation. Iridium Communications’ IP at Risk: How Global Legal Gaps Threaten Its Technology Edge and Profitability

Institutional Trading of Iridium Communications

A number of institutional investors and hedge funds have recently bought and sold shares of IRDM. Millennium Management LLC lifted its position in Iridium Communications by 265.8% during the third quarter. Millennium Management LLC now owns 3,039,731 shares of the technology company’s stock valued at $53,074,000 after buying an additional 2,208,857 shares in the last quarter. Man Group plc raised its stake in shares of Iridium Communications by 226.3% in the 3rd quarter. Man Group plc now owns 2,012,077 shares of the technology company’s stock valued at $35,131,000 after acquiring an additional 1,395,485 shares during the period. Bank of America Corp DE raised its stake in shares of Iridium Communications by 124.8% in the 3rd quarter. Bank of America Corp DE now owns 1,581,142 shares of the technology company’s stock valued at $27,607,000 after acquiring an additional 877,760 shares during the period. State Street Corp lifted its holdings in shares of Iridium Communications by 18.0% during the 4th quarter. State Street Corp now owns 4,761,749 shares of the technology company’s stock valued at $82,759,000 after acquiring an additional 725,856 shares in the last quarter. Finally, UBS Group AG boosted its position in Iridium Communications by 86.9% during the 3rd quarter. UBS Group AG now owns 1,368,527 shares of the technology company’s stock worth $23,894,000 after purchasing an additional 636,383 shares during the period. Institutional investors and hedge funds own 84.36% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Morgan Stanley reiterated an “equal weight” rating and issued a $24.00 price target (down from $37.00) on shares of Iridium Communications in a report on Friday, January 16th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Iridium Communications in a research report on Thursday, January 22nd. Finally, BWS Financial reiterated a “sell” rating and set a $16.00 target price on shares of Iridium Communications in a research report on Friday, October 24th. Four analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $25.00.

Iridium Communications Company Profile

Iridium Communications Inc operates a global satellite communications network that delivers voice and data services across land, sea and air. The company’s unique architecture relies on a constellation of 66 low-Earth orbit satellites, enabling real-time connectivity in regions beyond the reach of terrestrial wireless networks. Iridium’s core offerings include satellite voice and messaging services, broadband data terminals, push-to-talk (PTT) interoperability and machine-to-machine (M2M) solutions for the Internet of Things (IoT).

Iridium serves a diverse range of markets, including maritime shipping, aviation, government and defense, energy, and enterprise.

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