Iridium Communications Inc.(IRDM)Stock Analysis
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Rank #938 of 2,879 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
IRDM Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Iridium Communications Inc. (IRDM), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores IRDM at 59.2/100 on a 32-signal composite quality model, placing it at rank #938 of 2,879 stocks — the top half of the AI-ranked universe. IRDM scores in the top quartile across free cash flow (86.0), profitability (78.5). Areas of concern include institutional flow (18.0) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 23.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Iridium Communications Inc. reports quarterly revenue of $219.1M, net income of $21.6M, an operating margin of 23.2%. Top institutional holders of IRDM by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, Silver Heights Capital Management, based on the most recent SEC filings. IRDM trades on the Nasdaq exchange and files with the SEC under CIK 1418819. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IRDM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Iridium Communications Inc. directly from SEC EDGAR. Iridium Communications Inc.'s 13F Pro composite quality score has ranged between 8 and 74 since 2021, currently 59.2 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$219.1M
Net Income
Q1 2026
$21.6M
Free Cash Flow
Q1 2026
$41.7M
Operating Margin
Q1 2026
23.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+4.9% YoYNet Income
+1.4% YoYOperating Income
+17.8% YoYEPS (Diluted)
+12.8% YoYTotal Assets
-5.3% YoYTotal Debt
-3.3% YoYOp. Cash Flow
+6.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $871.7M +4.9% | $830.7M +5.1% | $790.7M +9.7% | $721.0M +17.3% | $614.5M +5.3% | $583.4M |
| Net Income | $114.4M +1.4% | $112.8M +631.6% | $15.4M +76.7% | $8.7M +193.6% | $-9.3M +83.4% | $-56.1M |
| Operating Income | $236.0M +17.8% | $200.4M +145.5% | $81.6M +6.5% | $76.7M +65.6% | $46.3M +30.5% | $35.5M |
| EPS (Diluted) | $1.06 +12.8% | $0.94 +683.3% | $0.12 +71.4% | $0.07 | — | — |
| Total Assets | $2.53B -5.3% | $2.67B +0.4% | $2.66B -9.9% | $2.95B -7.1% | $3.18B -5.4% | $3.36B |
| Total Debt | $1.76B -3.3% | $1.82B +21.8% | $1.50B -1.5% | $1.52B -5.8% | $1.61B -1.0% | $1.63B |
| Operating Cash Flow | $400.1M +6.4% | $376.0M +19.4% | $314.9M -8.6% | $344.7M +13.8% | $302.9M +21.3% | $249.8M |
AI Insight: IRDM Ratio Trends
Operating margins remain elevated above 23% but ROIC shows extreme quarterly volatility, swinging from 62.2% in Q3 2025 to 9.9% in Q4 2025.
• Operating margin stayed strong at 23.2% in Q1 2026, maintaining elevated levels above historical Q2 2024 baseline of 21.7%.
• ROE declined from 33.0% in Q3 2025 to 18.4% in Q1 2026, showing recent moderation from peak levels.
• Net profit margin compressed to 9.9% in Q1 2026 from 16.4% in Q3 2025, marking lowest level in recent quarters.
⚠ ROIC exhibits massive quarterly swings from 62.2% to 9.9% to 43.3% across recent quarters, suggesting volatile capital deployment patterns.
⚠ Debt-to-equity ratio increased from 3.16 in Q4 2024 to 3.81 in Q4 2025, indicating rising leverage.
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Available Research
13F Pro tracks comprehensive data for Iridium Communications Inc. including:
Top Institutional Holders of IRDM
BlackRock, Inc.
$386.7M13,939,618 shVANGUARD PORTFOLIO MANAGEMENT LLC
$169.0M6,091,749 shSilver Heights Capital Management Inc.
$142.7M5,145,479 shSTATE STREET CORP
$140.1M5,050,166 shVANGUARD CAPITAL MANAGEMENT LLC
$114.0M4,111,325 shAMERICAN CENTURY COMPANIES INC
$96.3M3,469,954 shGotham Asset Management, LLC
$93.0M3,353,971 shAQR CAPITAL MANAGEMENT LLC
$80.9M2,917,827 shDIMENSIONAL FUND ADVISORS LP
$59.9M2,159,061 shGEODE CAPITAL MANAGEMENT, LLC
$55.7M2,007,011 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $386.7M | 13,939,618 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $169.0M | 6,091,749 |
| Silver Heights Capital Management Inc. | $142.7M | 5,145,479 |
| STATE STREET CORP | $140.1M | 5,050,166 |
| VANGUARD CAPITAL MANAGEMENT LLC | $114.0M | 4,111,325 |
| AMERICAN CENTURY COMPANIES INC | $96.3M | 3,469,954 |
| Gotham Asset Management, LLC | $93.0M | 3,353,971 |
| AQR CAPITAL MANAGEMENT LLC | $80.9M | 2,917,827 |
| DIMENSIONAL FUND ADVISORS LP | $59.9M | 2,159,061 |
| GEODE CAPITAL MANAGEMENT, LLC | $55.7M | 2,007,011 |
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Popular Research
Is IRDM a good stock to buy?
13F Pro's AI-powered analysis of Iridium Communications Inc. (IRDM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IRDM are available on the IRDM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own IRDM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IRDM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Iridium Communications Inc.'s investment landscape.