IRDM
Iridium Communications·NASDAQ
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IRDM fundamentals
Iridium Communications (IRDM) released its earnings on Feb 12, 2026: revenue was 212.94M (YoY -0.02%), beat estimates; EPS was 0.24 (YoY -25.00%), missed estimates.
Revenue / YoY
212.94M
-0.02%
EPS / YoY
0.24
-25.00%
Report date
Feb 12, 2026
IRDM Earnings Call Summary for Q4,2025
- Revenue Resilience: Q4 service revenue up 3% YoY, with IoT and voice/data growth offsetting broadband declines. Full-year OEBITDA +5%.
- Strategic Investments: $200M+ revenue potential from PNT, IoT, and aviation by 2030. PNT ASIC enables assured positioning for IoT and safety.
- Government Strength: $110.5M EMSS revenue in 2026, with SDA and Golden Dome contracts driving engineering growth.
- Spectrum Opportunity: 9 MHz L-band spectrum could support NTN Direct, with PNT signal 1,000x stronger than GPS for in-building coverage.
- Free Cash Flow: $318M guided for 2026, supporting dividend increases and capital returns.
EPS
Actual | -0.24 | -0.09 | -0.03 | -0.06 | -0.04 | 0.03 | -0.02 | -0.04 | 0.02 | 0.04 | 0.02 | -0.01 | 0.08 | -0.24 | -0.01 | 0.3 | 0.16 | 0.27 | 0.21 | 0.32 | 0.27 | 0.2 | 0.35 | 0.24 | ||||||||||
Forecast | -0.13 | -0.12 | -0.108 | -0.0828 | -0.0488 | -0.056 | -0.0348 | -0.0337 | 0.0105 | 0.014 | 0.017 | -0.0012 | 0.0158 | 0.0429 | 0.044 | 0.0242 | 0.1315 | 0.1711 | 0.2034 | 0.1615 | 0.2173 | 0.24 | 0.2569 | 0.25 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -84.62% | +25.00% | +72.22% | +27.54% | +18.03% | +153.57% | +42.53% | -18.69% | +90.48% | +185.71% | +17.65% | -733.33% | +406.33% | -659.44% | -122.73% | +1139.67% | +21.67% | +57.80% | +3.24% | +98.14% | +24.25% | -16.67% | +36.24% | -4.00% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 145.29M | 140.17M | 151.47M | 146.51M | 146.53M | 149.92M | 162.16M | 155.89M | 168.22M | 174.92M | 184.06M | 193.84M | 205.27M | 193.11M | 197.60M | 194.74M | 203.85M | 201.07M | 212.77M | 212.99M | 214.88M | 216.91M | 226.94M | 212.94M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 141.64M | 136.77M | 138.12M | 139.63M | 146.49M | 148.53M | 153.71M | 152.11M | 156.83M | 166.46M | 180.91M | 174.26M | 187.98M | 198.42M | 200.09M | 194.35M | 195.06M | 204.01M | 206.17M | 204.10M | 210.82M | 214.07M | 220.77M | 210.70M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.57% | +2.49% | +9.67% | +4.92% | +0.03% | +0.94% | +5.50% | +2.48% | +7.26% | +5.08% | +1.74% | +11.23% | +9.20% | -2.68% | -1.25% | +0.20% | +4.51% | -1.44% | +3.20% | +4.36% | +1.92% | +1.32% | +2.79% | +1.06% |
Earnings Call
You can ask Aime
What guidance did Iridium Communications's management provide for the next earnings period?What were the key takeaways from Iridium Communications’s earnings call?What is the revenue and EPS growth rate for Iridium Communications year over year?What is the market's earnings forecast for Iridium Communications next quarter?What is Iridium Communications's gross profit margin?What factors drove the changes in Iridium Communications's revenue and profit?What were the key takeaways from Iridium Communications's earnings call?Did Iridium Communications beat or miss consensus estimates last quarter?
