Iridium Communications (IRDM)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
$42.02-4.09%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · IRDM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within communication services on a research-validated quality screen. As of 2026-11-05.
The screen ranks IRDM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=2532).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Last month’s stockholder approval for Rocket Lab’s acquisition of Iridium was an important milestone in creating a next generation space powerhouse,” said Matt Desch, CEO, Iridium.
Stated in 1 of 5 supplied quarters. Management reported: ““Last month’s stockholder approval for Rocket Lab’s acquisition of Iridium was an important milestone in creating a next generation space powerhouse,” said Matt Desch, CEO, Iridium.” “Exhibit 99.1 Rocket Lab to Acquire Iridium in Historic Deal, Creating A Fully Vertically Integrated Space Powerhouse Primed for Growth Unites Rocket Lab’s leading launch and satellite manufacturing capabilities with Iridium’s global network, spectrum, and experience to unlock critical space applications.”
““Last month’s stockholder approval for Rocket Lab’s acquisition of Iridium was an important milestone in creating a next generation space powerhouse,” said Matt Desch, CEO, Iridium.”
Iridium’s leadership position in aviation safety advanced further with the Company’s acquisition of Aireon LLC, the world's only space-based Automatic Dependent Surveillance-Broadcast (ADS-B) air tra…
Stated in 1 of 5 supplied quarters. Management reported: “Iridium’s leadership position in aviation safety advanced further with the Company’s acquisition of Aireon LLC, the world's only space-based Automatic Dependent Surveillance-Broadcast (ADS-B) air traffic surveillance system, on July 2, 2026.” “This acquisition is expected to result in at least an additional consolidated $100 million of service revenue and $30 million of OEBITDA on an annualized basis.”
2026 and Longer-Term Outlook The Company reiterated its full-year 2026 outlook and reaffirmed its long-term guidance on cash taxes and net leverage: • Total service revenue projected to be flat to 2%…
Stated in 3 of 5 supplied quarters. Management reported: “2026 and Longer-Term Outlook The Company reiterated its full-year 2026 outlook and reaffirmed its long-term guidance on cash taxes and net leverage: • Total service revenue projected to be flat to 2% for full-year 2026.” “2026 and Longer-Term Outlook The Company issued its full-year 2026 outlook and reaffirmed its long-term guidance on cash taxes and net leverage: • Total service revenue growth projected to be flat to 2% for full-year 2026.”
• Net leverage at or below 3.0 times OEBITDA by the end of 2026 and falling below 2.0 times OEBITDA by the end of the decade.
Stated in 3 of 5 supplied quarters. Management reported: “• Net leverage at or below 3.0 times OEBITDA by the end of 2026 and falling below 2.0 times OEBITDA by the end of the decade.” “Net leverage was 3.4 times OEBITDA at December 31, 2025.”
“• Net leverage at or below 3.0 times OEBITDA by the end of 2026 and falling below 2.0 times OEBITDA by the end of the decade.”
The Company’s Board of Directors plans to increase the quarterly dividend to $0.16 per share starting with the fourth quarter 2026 dividend, which would result in a full-year dividend increase of 5.2…
Stated in 2 of 5 supplied quarters. Management reported: “The Company’s Board of Directors plans to increase the quarterly dividend to $0.16 per share starting with the fourth quarter 2026 dividend, which would result in a full-year dividend increase of 5.2%.” “Going forward, we plan to continue growing our annual dividend and bolstering our cash position to enhance strategic flexibility.””
Over the trailing year it converted 2.66x of net income into operating cash flow. Historically, Communication Services names rated neutral grew net income 40% of the time over the next year (vs 44% for the rest of the cohort, n=1197).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
20 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=2398).
Not investment advice. As of 2026-11-05.
“Iridium’s leadership position in aviation safety advanced further with the Company’s acquisition of Aireon LLC, the world's only space-based Automatic Dependent Surveillance-Broadcast (ADS-B) air tra…”
“2026 and Longer-Term Outlook The Company reiterated its full-year 2026 outlook and reaffirmed its long-term guidance on cash taxes and net leverage: • Total service revenue projected to be flat to 2%…”
“2026 and Longer-Term Outlook The Company issued its full-year 2026 outlook and reaffirmed its long-term guidance on cash taxes and net leverage: • Total service revenue growth projected to be flat to…”
“2025 and Longer-Term Outlook The Company updated its full-year 2025 outlook for service revenue growth and OEBITDA, as well as some aspects of its long-term guidance as follows: • Total service reven…”
“• Net leverage at or below 3.0 times OEBITDA by the end of 2026 and falling below 2.0 times OEBITDA by the end of the decade.”
“• Net leverage below 3.5 times OEBITDA in 2025 and falling below 2.0 times OEB ITDA by the end of the decade .”
“The Company’s Board of Directors plans to increase the quarterly dividend to $0.16 per share starting with the fourth quarter 2026 dividend, which would result in a full-year dividend increase of 5.2…”
“Going forward, we plan to continue growing our annual dividend and bolstering our cash position to enhance strategic flexibility.””