Exchange: NASDAQ·Updated 07:30 PM EDT

IRDM Earnings

Latest Earnings Results: Q3 '26

Reported: Oct 20

Estimated EPS

$0.34

Reported EPS

$0.98

Surprise

+192.04%

Estimated Rev

$236.3M

Reported Rev

$245.73M

Surprise

+3.99%

• Reported GAAP EPS of $0.98 up 180.00% YoY • Reported revenue of $245.73M up 8.28% YoY • Iridium expects 2026 equipment revenue in line with 2025 and engineering and support service revenue higher in 2026 than 2025; EMSS fees are fixed at $110.5M per year for the remaining term.

Bullish Takeaway

Iridium expanded commercial IoT subscribers and revenue, acquired full ownership of Aireon, the worlds only space-based ADS-B surveillance operator, and reported EMSS extension through March 2027 at the same contractual rate.

Bearish Takeaway

Iridium reported operating income down 55% and SG&A up 111%, expects annual interest expense to increase approximately $23.3M at cap expiry, and cites SpaceX direct-to-device competition and related pricing pressures.

Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.

10-Q

Historical Earnings

Quarterly

Annual

EPS

Revenue

Fiscal PeriodEstimatedReportedSurpriseResult
Q4 '26
$0.28
--
--
N/A
Q3 '26
$0.34
$0.98
192.04%
BEAT
Q2 '26
$0.28
$0.09
-68.09%
MISSED
Q1 '26
$0.33
$0.20
-39.07%
MISSED
Q4 '25
$0.25
$0.24
-4.00%
MISSED

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