IRDM Iridium Communications Inc

$45.61▲ +1.13% Unknown Other Last sync: 2m ago Syncing
Key Metrics & Fundamentals
Market Cap
$4.82B
P/E Ratio
46.1
Div Yield
1.33%
52W Range
15.65 - 53.83
% vs 50 MA
9.52%
% vs 200 MA
78.04%
RSI-14
49.2
MACD Histogram
-0.6800
Beta (1Y vs SPY)
1.26
Free Cash Flow
$41.66M
Gross Rev
$219.06M
Gross Profit
$156.41M
EBITDA
$104.26M
COGS
$62.65M
Operating Exp
$105.69M
Operating Income
$50.71M
EBIT
$50.71M
Pretax Income
$31.15M
Net Income
$21.59M
EPS (Diluted)
0.20
Price & Volume History
Volume (M)
Financial Overview - Income Statement Quarterly
AI Analysis
Generated May 28, 11:04 PM
Company Overview

Iridium Communications Inc. operates a global satellite constellation providing critical voice and data communications services to customers worldwide, particularly in areas beyond the reach of terrestrial networks. The company leverages its unique Low Earth Orbit (LEO) network to offer reliable, low-latency connectivity for maritime, aviation, government, and land mobile sectors, establishing a strong competitive position in niche and specialized communication markets.

Bull Case
  • Iridium's unique LEO satellite constellation provides truly global coverage, serving essential communication needs in remote and underserved areas, creating a significant competitive moat.
  • The increasing demand for satellite-based IoT and M2M solutions across various industries drives growth for Iridium's core connectivity services, expanding its addressable market.
  • The stock exhibits strong technical momentum, trading significantly above its 50-day (+36.8%) and 200-day (+108.2%) moving averages, indicating robust investor interest and an established bullish trend.
  • Strategic partnerships and continuous innovation in service offerings, such as Iridium Certus and direct-to-device initiatives, enhance its market position and potential for future revenue streams.
Bear Case
  • A high P/E ratio of 51.8 suggests a rich valuation, implying high growth expectations that may be challenging to consistently meet, and an RSI of 75.7 indicates the stock is currently overbought, potentially signaling a short-term pullback.
  • Operating and maintaining a global satellite constellation is a highly capital-intensive business, requiring substantial ongoing investment in infrastructure, technology upgrades, and launches, which can pressure free cash flow.
  • Despite its unique network, Iridium faces increasing competition from other satellite providers (e.g., Starlink, OneWeb) and the risk of technological obsolescence or disruption from alternative communication methods.
  • A significant portion of revenue from government contracts makes the company susceptible to changes in government spending priorities, and broader macroeconomic downturns could impact enterprise demand for satellite services.
Recent Performance

Iridium's stock has shown exceptional recent performance, trading near its 52-week high at 51.26, just -1.9% from its peak of 52.25. The price action indicates a strong bullish trend, with the stock significantly outperforming its moving averages, being +36.8% above its 50-day MA and an impressive +108.2% above its 200-day MA. However, the RSI-14 of 75.7 suggests the stock is currently in overbought territory, which might precede a period of consolidation or a minor pullback despite the underlying strength.

AI-generated analysis is for informational purposes only and does not constitute financial advice.

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