Iridium Communications Inc (IRDM)
合理估值基本面
68
价格
$48.04
市值
$5.08B
第一部分 · 这家公司值多少
概览
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 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.
资产负债表与流动性
营收
$884M
最近12个月（截至2026/6/30）
净利润
$93M
最近12个月（截至2026/6/30）
自由现金流
$300M
股东权益合计
$463M
负债合计
$2.07B
流动比率
2.78
利息覆盖率
10.17
债务/EBITDA
0.03
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$41.09
当前价格
$48.04
安全边际
-16.9%
公允价值区间
$27.24 - $54.94
所用估值方法之间的离散区间，并非经过统计校准的置信区间。
估算方法
估值指标
市盈率（P/E）
54.43
ROE
24.7%
市净率（P/B）
10.74
P/FCF
17.60
毛利率
-
ROIC
6.8%
盈利能力雷达图
价值创造（经济护城河）
ROIC
6.8%
WACC
9.3%
ROIC − WACC
-2.5 pp
ROIC 低于资本成本：公司每投入一美元都在毁灭价值。
基本面分析标准
通过（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
未通过（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%
不可用（3）
- Gross Margin NaN%
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-评分
财务状况强健
盈利质量
高质量：盈利有现金流支撑
股权稀释
正在回购股份，对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 | - |
审计风险
1
董事会风险
1
薪酬风险
4
股东权利风险
4
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有：它帮助你在基本面说服你之后，选择何时买入。包含：技术分析、潜力、历史回撤、Gamma 敞口。
损益历史
via SEC EDGAR
Latest News
Recent headlines for IRDM, sourced from Markets Gazette.