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Iridium Communications Inc (IRDM)

NEUTRAL
Communication ServicesTelecom ServicesUnited States

Fondamentale

66

Prezzo

$47.08

Capitalizzazione

$5.05B

Parte 1 · Quanto vale l'azienda

Panoramica

Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and foreign governments, non-governmental organizations, and consumers in the United States, Canada, and internationally. The company offers mobile satellite communications services for land mobile end users and aviation sectors; broadband terminals, embedded devices, and handsets for merchant shipping, fishing, leisure and research vessels, and specialized watercraft; satellite-based IoT services; hosted payload and other data services; and other data services and engineering services. It also provides postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; Internet of Things (IoT); and satellite time and location services. In addition, the company offers personnel tracking devices; asset tracking devices for equipment, vehicles, and aircrafts; beyond-line-of-sight aircraft communications applications; maritime communications applications; specialized communications solutions for high-value individuals; and mobile communications and data devices for the military and other government agencies, such as secure satellite handsets; and maintenance services for the U.S. government's dedicated gateway. Further, it provides satellite handsets, voice and data modems, broadband data devices, and IoT data devices; and various accessories for its devices that include batteries, holsters, earbud headphones, portable auxiliary antennas, antenna adaptors, USB data cables, and charging units. The company sells its products and services to commercial end users through a wholesale distribution network that includes service providers, and value-added resellers and value-added manufacturers. The company was formerly known as Iridium Holdings LLC and changed its name to Iridium Communications Inc. in September 2009. Iridium Communications Inc. is headquartered in McLean, Virginia.

Per questa società non c'è ancora una scheda redazionale

Concorrenti diretti

Con chi questa società si contende gli stessi clienti

Per questa società non c'è ancora una scheda redazionale

Per questa società non c'è ancora un elenco di concorrenti.

Stato Patrimoniale e Liquidità

Ricavi

$884M

Ultimi 12 mesi (al 30/06/2026)

Utile Netto

$93M

Ultimi 12 mesi (al 30/06/2026)

Free Cash Flow

$300M

Patrimonio Netto Totale

$463M

Passività Totali

$2.07B

Rapporto di Liquidità

2.78

Copertura Interessi

10.17

Debito/EBITDA

0.03

Utile per Azione

Ricavi e Utile Netto

Free Cash Flow

Scomposizione Ricavi

Prospetto storico

Margini nel tempo

Il debito nel tempo

Quanto pesa il debito

Griglia della crescita

Crescita — Ricavi

Stima del Fair Value

Correttamente Valutato

Fair Value

$40.37

Prezzo Attuale

$47.08

Margine di Sicurezza

-16.6%

Range Fair Value

$26.24 - $54.50

Metodi di Stima

Analyst Target:$42.00
DCF:$59.65
PE-based:$35.61
Graham Growth:$14.16
EPV:$16.53
Consenso Analisti:Buy (8B / 7H / 0S)
Ultima Sorpresa Utili:-68.22%

Metriche di Valutazione

Rapporto P/E

53.75

ROE

24.7%

Rapporto P/B

10.61

P/FCF

17.38

Margine Lordo

-

ROIC

6.8%

Radar Redditività

Creazione di Valore (Vantaggio Competitivo)

ROIC

6.8%

WACC

9.3%

ROIC − WACC

-2.4 pp

Il ROIC è sotto il costo del capitale: l'azienda distrugge valore per ogni dollaro investito.

Criteri di Analisi Fondamentale

Superati (17)

  • EPS shows upward trend
  • Price CAGR 17.70%
  • ROIC 6.8%
  • P/FCF 17.38
  • Operating Margin 23.8%
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • ROE 20.1%
  • Revenue Growth 5Y 8.4%
  • Analyst Consensus 53% Buy
  • Earnings Quality (OCF/NI) 4.24
  • Share Dilution -10.1%
  • Piotroski F-Score 7/9

Non superati (7)

  • P/B Ratio 10.61
  • Debt/Equity ratio
  • CapEx intensity
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Earnings Surprise avg -19.5%
  • Net Margin Trend 10.5% vs 13.2%

Non disponibili (3)

  • Gross Margin NaN%
  • Dividend Payout NaN%
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

7/9

Salute finanziaria forte

score
criteria

Qualità degli Utili

4.24

Alta qualità: utili supportati da cash

Diluizione Azionaria

-10.1%

Riacquisto azioni. Favorevole agli azionisti

Governance

Team Dirigenziale

NomeRuoloEtà
Mr. Matthew J. DeschCEO & Director67
Mr. Vincent J. O'NeillChief Financial Officer59
Ms. Suzanne E. McBrideCOO & Director56
Ms. Kathleen A. MorganChief Legal Officer & Company Secretary57
Mr. Scott T. ScheimreifExecutive Vice President of Government Programs56
Mr. Gregory D. PeltonChief Technical Officer-
Mr. Kenneth B. LevyVice President of Investor Relations-
Mr. Timothy J. LastExecutive Vice President of Sales & Marketing57
Mr. Donald L. ThomaExecutive Vice President of Aireon63
Dr. Michael L. O'Connor Ph.D.Executive Vice President of Positioning, Navigation & Timing Division-

Rischio Audit

1

Rischio CdA

1

Rischio Compensi

4

Rischio Diritti Azionisti

4

Parte 2 · Il prezzo e il momento d'ingresso

Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.

Ultime Notizie

Ultime notizie per IRDM, da Markets Gazette.

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