Iridium Communications Inc (IRDM)
Juste valeurFondamental
68
Prix
$47.90
Capitalisation boursière
$5.08B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
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.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 18 septembre 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.
Bilan & Liquidités
Chiffre d'affaires
$884M
12 derniers mois (au 30/06/2026)
Résultat net
$93M
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
$300M
Capitaux propres totaux
$463M
Passif total
$2.07B
Ratio de liquidité général
2.78
Couverture des intérêts
10.17
Dette/EBITDA
0.03
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$41.09
Prix actuel
$47.90
Marge de sécurité
-16.6%
Fourchette de juste valeur
$27.24 - $54.94
Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
54.43
ROE
24.7%
Ratio P/B
10.74
P/FCF
17.60
Marge brute
-
ROIC
6.8%
Radar de rentabilité
Création de valeur (avantage concurrentiel)
ROIC
6.8%
WACC
9.3%
ROIC − WACC
-2.5 pp
Le ROIC est inférieur au coût du capital — l'entreprise détruit de la valeur pour chaque dollar investi.
Critères d'analyse fondamentale
Réussi (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
Échoué (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%
Indisponible (3)
- Gross Margin NaN%
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Score F de Piotroski
Santé financière solide
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Rachat d'actions. Favorable aux actionnaires
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| 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 | - |
Risque d'audit
1
Risque du conseil
1
Risque de rémunération
4
Risque droits des actionnaires
4
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Documents
- Voir le document
Rapport annuel (10-K)
Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.
Déposé le 2026-02-12
- Voir le document
Rapport trimestriel (10-Q)
Une mise à jour de la performance financière des trois derniers mois.
Déposé le 2026-07-22
- Voir le document
Rapport d'événement important (8-K)
Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.
Déposé le 2026-09-24
via SEC EDGAR
Historique des résultats
via SEC EDGAR
Latest News
Recent headlines for IRDM, sourced from Markets Gazette.