Iridium Communications Inc (IRDM)
Valor JustoFundamental
68
Precio
$48.04
Capitalización Bursátil
$5.08B
Parte 1 · Cuánto vale la empresa
Resumen
Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and foreign governments, non-governmental organizations, and consumers in the United States, Canada, and internationally. The company offers mobile satellite communications services for land mobile end users and aviation sectors; broadband terminals, embedded devices, and handsets for merchant shipping, fishing, leisure and research vessels, and specialized watercraft; satellite-based IoT services; hosted payload and other data services; and other data services and engineering services. It also provides postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; Internet of Things (IoT); and satellite time and location services. In addition, the company offers 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; and mobile communications and data devices for the military and other government agencies, such as secure satellite handsets; and maintenance services for the U.S. government's dedicated gateway. Further, it provides satellite handsets, voice and data modems, broadband data devices, and IoT data devices; and various accessories for its devices that include batteries, holsters, earbud headphones, portable auxiliary antennas, antenna adaptors, USB data cables, and charging units. The company sells its products and services to commercial end users through a wholesale distribution network that includes service providers, and value-added resellers and value-added manufacturers. The company was formerly known as Iridium Holdings LLC and changed its name to Iridium Communications Inc. in September 2009. Iridium Communications Inc. is headquartered in McLean, Virginia.
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Direct competitors
Who this company fights with for the same customers
Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users
Iridium names Globalstar in its 10-K as a direct rival: both run low-Earth-orbit constellations selling satellite voice, messaging and IoT connectivity to the same maritime, aviation, government and remote-worker customers.
ORBCOMM sells satellite IoT and asset-tracking subscriptions to fleets, shipping and heavy equipment operators, the same low-bandwidth data market that supplies the bulk of Iridium's subscriber growth.
After absorbing Inmarsat, Viasat sells L-band and broadband satellite connectivity to the maritime, aviation, government and defence customers Iridium serves, competing contract by contract for the same shipboard and aircraft terminals.
Starlink's satellite broadband and its direct-to-device service compete with Iridium for remote connectivity on ships, aircraft and handsets, and Iridium's own 10-K flags Starlink's planned global direct-to-device coverage.
Thuraya sells L-band satellite phones and data terminals across Europe, Africa, the Middle East and Asia, the same handheld and portable-terminal market Iridium serves in those regions.
Named in Iridium's 10-K, Eutelsat's OneWeb constellation sells low-Earth-orbit connectivity to maritime, aviation, government and remote-enterprise customers that also buy Iridium airtime.
Balance y Liquidez
Ingresos
$884M
Últimos 12 meses (hasta 30/6/2026)
Beneficio Neto
$93M
Últimos 12 meses (hasta 30/6/2026)
Flujo de Caja Libre
$300M
Patrimonio Neto Total
$463M
Pasivo Total
$2.07B
Ratio de Liquidez
2.78
Cobertura de Intereses
10.17
Deuda/EBITDA
0.03
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuánto pesa la deuda
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$41.09
Precio Actual
$48.04
Margen de Seguridad
-16.9%
Rango de Valor Justo
$27.24 - $54.94
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
54.43
ROE
24.7%
Ratio P/B
10.74
P/FCF
17.60
Margen Bruto
-
ROIC
6.8%
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
6.8%
WACC
9.3%
ROIC − WACC
-2.5 pp
El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.
Criterios de Análisis Fundamental
Superado (17)
- EPS shows upward trend
- Price CAGR 17.54%
- ROIC 6.8%
- P/FCF 17.60
- Operating Margin 23.8%
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 20.1%
- Revenue Growth 5Y 8.4%
- Analyst Consensus 53% Buy
- Earnings Quality (OCF/NI) 4.24
- Share Dilution -10.1%
- Piotroski F-Score 7/9
Fallido (7)
- P/B Ratio 10.74
- Debt/Equity ratio
- CapEx intensity
- Price below Graham Number
- DCF valuation (Overvalued)
- Earnings Surprise avg -19.5%
- Net Margin Trend 10.5% vs 13.2%
No disponible (3)
- Gross Margin NaN%
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Solidez financiera fuerte
Calidad de los Beneficios
Alta calidad: beneficios respaldados por efectivo
Dilución de Acciones
Recomprando acciones. Favorable para el accionista
Participaciones institucionales
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| Mr. Matthew J. Desch | CEO & Director | 67 |
| Mr. Vincent J. O'Neill | Chief Financial Officer | 59 |
| Ms. Suzanne E. McBride | COO & Director | 56 |
| Ms. Kathleen A. Morgan | Chief Legal Officer & Company Secretary | 57 |
| Mr. Scott T. Scheimreif | Executive Vice President of Government Programs | 56 |
| Mr. Gregory D. Pelton | Chief Technical Officer | - |
| Mr. Kenneth B. Levy | Vice President of Investor Relations | - |
| Mr. Timothy J. Last | Executive Vice President of Sales & Marketing | 57 |
| Mr. Donald L. Thoma | Executive Vice President of Aireon | 63 |
| Dr. Michael L. O'Connor Ph.D. | Executive Vice President of Positioning, Navigation & Timing Division | - |
Riesgo de Auditoría
1
Riesgo del Consejo
1
Riesgo de Compensación
4
Riesgo de Derechos del Accionista
4
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Documentos
- Ver documento
Informe anual (10-K)
Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.
Presentado el 2026-02-12
- Ver documento
Informe trimestral (10-Q)
Una actualización del desempeño financiero de los últimos tres meses.
Presentado el 2026-07-22
- Ver documento
Informe de hecho relevante (8-K)
Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.
Presentado el 2026-09-24
via SEC EDGAR
Historial de Resultados
via SEC EDGAR
Latest News
Recent headlines for IRDM, sourced from Markets Gazette.