Iridium Communications Inc (IRDM)
適正価値ファンダメンタル
68
株価
$47.90
時価総額
$5.08B
パート1 · 企業の価値
概要
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 2026年9月18日 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.
貸借対照表と流動性
売上高
$884M
直近12か月（2026/6/30まで）
純利益
$93M
直近12か月（2026/6/30まで）
フリーキャッシュフロー
$300M
自己資本合計
$463M
負債合計
$2.07B
流動比率
2.78
利払い倍率
10.17
負債/EBITDA
0.03
一株当たり利益（EPS）
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
適正価値の推定
適正価値
$41.09
現在株価
$47.90
安全マージン
-16.6%
適正価値レンジ
$27.24 - $54.94
使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。
推定方法
バリュエーション指標
P/E レシオ
54.43
ROE
24.7%
P/B レシオ
10.74
P/FCF
17.60
粗利益率
-
ROIC
6.8%
収益性レーダー
価値創造（経済的モート）
ROIC
6.8%
WACC
9.3%
ROIC − WACC
-2.5 pp
ROICが資本コストを下回っています。投資した1ドルごとに企業は価値を破壊しています。
ファンダメンタル分析基準
合格（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
不合格（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%
データなし（3）
- Gross Margin NaN%
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-スコア
財務健全性が高い
利益の質
高品質：利益はキャッシュに裏付けられている
株式希薄化
株式を買い戻している。株主に友好的
機関投資家の保有
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| 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 | - |
監査リスク
1
取締役会リスク
1
報酬リスク
4
株主権利リスク
4
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容：テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
業績推移
via SEC EDGAR
Latest News
Recent headlines for IRDM, sourced from Markets Gazette.