Latest Earnings Results: Q3 '26
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.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
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 |