IRDM · Iridium Communications Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Operational EBITDA non-GAAP | $119.1M | second quarter of 2026 | — |
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GAAP → non-GAAP reconciliationGAAP GAAP net income 9.68M
+19.25M Interest expense, net
+3.13M Income tax expense
+53.86M Depreciation and amortization
+17.36M Share-based compensation
+14.33M Transaction related expenses
+1.51M Loss on equity method investments
= Operational EBITDA 119.11M
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| Total billable subscribers | 2,627,000 | second quarter of 2026 | — |
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| Commercial billable subscribers | 2,434,000 | first quarter | — |
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| Commercial broadband ARPU | $254 | first quarter | — |
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| Commercial broadband subscribers | 16,100 | first quarter | — |
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| Commercial IoT data ARPU | $7.63 | first quarter | — |
| Commercial IoT data subscribers | 2,019,000 | first quarter | — |
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| Commercial voice and data ARPU | $48 | first quarter | — |
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| Commercial voice and data subscribers | 399,000 | first quarter | — |
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| Government voice and data subscribers | 43,000 | first quarter | — |
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| Net leverage | 3.4 | first quarter | — |
| U.S. government subscribers | 121,000 | first quarter | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Telecom Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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IRDM
this stock
Iridium Communications Inc.
|
$5.32B | +188.8% | +4.9% | 57.1 | 3.3% |
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SFTBF
Softbank Group Corp.
|
$199.46B | +29.4% | — | — | 0.4% |
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VZ
Verizon Communications Inc
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$195.19B | +19.0% | +2.5% | 12.2 | 2.0% |
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TMUS
T-Mobile US, Inc.
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$190.00B | -10.1% | +8.3% | 18.5 | 1.7% |
|
T
At&T Inc.
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$166.17B | +0.2% | +2.7% | 8.1 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IRDM | +0.5% | +7.5% | +116.6% | +6.0% | +188.8% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +0.1% | +3.1% | +102.8% | +2.1% | +175.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.