IRDM Earnings

IRDM reported its earnings on 2026-02-12, showcasing a revenue of 212.94M against an estimate of 219.64M, resulting in a -3.05% surprise. The EPS was 0.24, surpassing the expected 0.23 by 4.35%. The stock experienced a 21.29% price change on the earnings day and a 24.97% change over the next five days, reflecting market reactions to the results.

Following IRDM's earnings announcement on 2026-02-12, the stock price moved by 21.29% on the day of the release. Over the subsequent five days, it saw a 24.97% change. Historically, IRDM's stock price tends to shift by an average of 4.2% in the 10 days leading up to earnings and 0.98% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate IRDM's annual revenue to reach 218.59M, while the EPS is projected at 0.24. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between IRDM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, IRDM's stock price typically moves by 4.2% in the 10 days before its earnings and 0.98% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.24 and revenue of 218.59M.

The earnings call summary shows mixed signals. Positive aspects include government revenue growth, a strong engineering and support performance, and a commitment to dividends. However, subscriber equipment revenue declined, and management was vague about some growth opportunities. The Q&A session revealed cautious optimism about growth areas and potential alliances, but concerns remain about specific contributions and timelines. Given the market cap, the overall sentiment is neutral, with no strong catalysts to drive significant stock price movement.