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IRDM Recent Performance

3.13%

Iridium communications inc.

-0.87%

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2027Q1

IRDM Profile

Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and international governments, non-governmental organizations, and consumers worldwide. The company offers postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; and Internet of Things (IoT) services. It also provides hosted payload and other data services, such as satellite time and location services, and inbound connections from the public switched telephone network, short message, subscriber identity module, activation, customer reactivation, and other peripheral services. In addition, the company offers voice and data solutions comprising 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; mobile communications and data devices for the military and intelligence agencies, such as secure satellite handsets, as well as netted voice, messaging, and paging services; and maintenance services for the United States government's dedicated gateway. Further, it provides satellite handsets, personal connectivity devices, voice and data modems, broadband data devices, and IoT data devices; various accessories for its devices that include batteries, holsters, earbud headphones, portable auxiliary antennas, antenna adaptors, USB data cables, charging units, and others; and engineering and support services. Iridium Communications Inc. sells its products and services to commercial end users through a wholesale distribution network that include service providers, and value-added resellers and manufacturers. The company was formerly known as Iridium Holdings LLC and changed its name to Iridium Communications Inc. in September 2009. Iridium Communications Inc. was founded in 2000 and is headquartered in McLean, Virginia.

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低軌衛星概念股是下個 AI？低軌衛星概念股龍頭與產業鍊解析
Oct 01, 2025Industry

低軌衛星概念股是下個 AI？低軌衛星概念股龍頭與產業鍊解析

  低軌衛星（Low Earth Orbit, LEO）指在地表約 160 至 2,000 公里高度運行的衛星，由於距離較近，訊號往返地面的延遲（時延）極低、鏈路衰減小，非常適合用於高速數據傳輸、寬頻通信等應用。 與傳統的地球同步衛星（GEO）相比，低軌衛星可將信號往返延遲降低至十幾毫秒（而GEO約500毫秒），但其可視地面範圍較小，需以數百甚至上千顆衛星組成星座來實現全球覆蓋。這種低時延、高帶寬的特性，使低軌衛星可用於即時通信、物聯網、大容量地球觀測等多元領域。 根據 Grandview Research 的研究報告如下圖，全球低軌衛星市場在 2024 年估值為 126.4 億美元，預計到 2033 年將達到 413.1 億美元，2025 至 2033 年的年複合成長率為 14%，快速成長主要來自於私營太空公司和各國政府的積極投資，透過低軌衛星的高解析度影像、快速重訪能力和即時數據更新，讓地球觀測、環境監測和災害應變等需求持續提升。   Source: Grandview Research     傳統地面行動網路覆蓋範圍有限，全球行動通訊基站只能覆蓋部分地表，對於人口稀疏或地形複雜的偏遠地區（高山、島嶼、海域），鋪設地面基站成本高昂，衛星通信往往是唯一可行的選項。而低軌衛星可提供全球性連網能力，填補城鄉之間的數位鴻溝   隨著 5G 技術發展，「非地面網路（NTN）」已成為趨勢，低軌衛星被視為延伸 5G 覆蓋的手段之一。根據IoT Analytics報告，2024 年全球衛星物聯網連接數達 750 萬個，遠高於以往，并且投入服務衛星物聯網的新業者已超百家，因其低時延和相對低廉的製造、發射成本，讓智慧農業、物流追蹤、環境監測等應用更具可行性。   軍方也視低軌衛星為提升通信穩定度的重要資產，美國國防部預計大幅增加對 LEO 衛星網路的投資，將原本約 9 億美元的採購上限擴大至約 130 億美元，以滿足星鏈（Starlink）、Kuiper 等商業星座提供的高通量網路對作戰行動的需求。 LEO 衛星的低時延與全球覆蓋特性，正好對應現代化通訊、物聯網與軍事通信的需求，因此也吸引了資本市場高度關注，眾多科技和通信巨頭已搶進此領域，比如 SpaceX 的 Starlink 已經部署超 7000 顆衛星，並且計畫最終將達 4 萬多顆，亞馬遜的 Kuiper 計畫也規劃上千顆衛星待發射，這些大規模投資都預示低軌產業的成長潛力與商機空間。   低軌衛星概念股的相關產業鏈可概分為上下游三大部分：上游（設計製造與發射）、中游（運營與網路建設）、下游（終端與應用），以下將和大家介紹各環節主要的參與者與負責的業務。   低軌衛星（LEO）產業鏈的上游主要涵蓋兩大關鍵技術環節：衛星的製造與火箭發射服務。這兩個環節負責將整個 低軌衛星系統「建構並送上太空」，是整條產業鏈的技術門檻與資本門檻最高的部分。   隨著 LEO 星座（constellation）計畫快速擴張（如Starlink、OneWeb），衛星製造商正從「高單價、低數量」的軍工型轉向「可規模量產」的民商型，趨勢類似從造飛機走向造無人機。相關公司主要提供的服務包括包括：衛星平台的設計與組裝、負載系統開發（通訊模組、天線、影像傳感器等）。 以下為衛星製造的幾間代表公司：   火箭發射服務在低軌衛星建設中至關重要，特別是小型衛星的星座計畫需要頻繁、低成本、高密度的佈署能力，這對傳統發射市場是一大挑戰，因此新一代專攻「小型發射載具」的公司迅速崛起，如: Rocket Lab。   其中 Rocket Lab（RKLB） 目前是美股市場裡最純正的太空探索概念股，主要業務為火箭發射服務與太空系統業務，發射業務以其高頻率、低成本的小型發射載具 Electron 火箭（下圖）為名，並正在開發 Neutron 發射載具，是目前繼 SpaceX 之後全球第二高發射頻率的商業火箭公司。   Rocket Lab – Electron 火箭   並且自 2023 年後太空系統業務營收占比超越了發射業務，顯示其「由火箭走向太空基礎設施平台商」的轉型正逐步實現。由發射服務延伸至衛星平台與子系統，打造「垂直整合」模式，讓客戶可獲得從元件到任務完成的完整解決方案，降低開發與營運成本，強化客戶黏著度。 下圖為 Rocket Lab 的營收分佈趨勢圖，可以發現紅色區塊的發射業務（Launch）在 25Q2 年增了 36%，並且也實現了強勁的季增長。公司也在 25Q2 完成了五次火箭發射，並創下了兩次任務僅相隔兩天的新紀錄，展現了高頻率且穩定的發射能力，這種每週發射的節奏，讓 Rocket Lab 成為全球最具反應速度與可靠性的中小型火箭供應商之一。   Source: Rocket Lab 官網   下圖為 Growin 對 RKLB 的 AI 分析，可以從橘匡的 RKLB 歷史表現中發現，雖然估值相關的指標 RKLB 相比過去五年並不算便宜，但毛利率和淨利成長表現相比過去非常亮眼，顯示整體公司的營運正在往好的方向邁進，並且左下的 Growin AI 評分給予 RKLB 在籌碼面上有優異的 4 分，顯示 RKLB 也相當受到機構親睞。 Growin – Rocket Lab 個股分析對於更詳細的 RKLB AI 分析感興趣的人，可以點擊連結前往觀看！   在整個低軌衛星產業鏈中，中游廠商扮演的是軌道上的網路建設者與衛星營運者的角色，是從硬體升空到形成通訊／觀測服務的關鍵中介。   中游企業會設計與部署整個衛星星座架構（即多顆衛星組成的網路），使其能在全球或特定區域提供連續、無縫的覆蓋服務，這包括：任務設計與軌道規劃、軌道佈局（Deployment）和星間通訊與協調（Inter-satellite Link, ISL）。   衛星升空後，真正能產生商業價值的，是接下來的衛星營運與服務交付階段。這個階段是低軌衛星產業中游的核心任務，也是企業能否變現、建立可持續營收模式的關鍵。 以下為目前美股市場上關鍵的幾間中游廠商：   AST SpaceMobile 正在建構名為 SpaceMobile 的全球「太空蜂巢式手機網路」，獨特之處在於其衛星可直接連接市面上現行的智慧型手機，無需額外配件，堪稱是太空中的基地台。其 BlueWalker 3 原型衛星和 BlueBird 商用衛星均配備大型相控陣天線，具備精確調控訊號、形成多區域覆蓋的能力。 營收僅為約 116 萬美元，遠低於市場預期的 668 萬美元，淨虧損約 994 萬，虧損幅度擴大且營運現金流出繼續居高不下，反映其衛星星座建置所需的資本支出與研發投入。 公司仍維持對下半年 2025 年營收指引，預期在政府與商業客戶支持下，下半年總營收將達 500–750 萬美元。此外，公司已籌集足夠資金完成 2026 年前發射 45–60 顆衛星的計畫，並持續與對岸電信商與國防部門拓展合作。 目前 ASTS 的 Growin AI 個股分析顯示價值分數為表現平穩的 3 分，顯示雖然 ASTS 獲利能力雖然目前仍較差，但整體財務健康度還是處於平穩的狀態。    Growin – ASTS 個股分析對於更詳細的 ASTS AI 分析感興趣的人，可以點擊連結前往觀看！   在低軌衛星產業鏈的下游部分廠商，主要負責「地面訊號接收」與「終端應用服務」，下游廠商雖然不像衛星製造或發射那樣充滿太空科技的想像，但卻是讓整個低軌衛星網路真正落地商轉的關鍵環節。 以下為美股市場裡重要的低軌衛星概念股下游廠商：   綜觀全球趨勢與技術發展，低軌衛星並非曇花一現的泡沫，隨著世界逐步邁入全面互聯互通時代，衛星互聯網將與傳統光纖、5G 等協同發展，共同構建傳輸更快速的網路。而且正如市場多數研究報告所言，隨著寬帶連接成為戰略必需品，低軌衛星網路正在成為商業機構和政府的關鍵基礎設施。 但低軌衛星概念股仍存在估值過高、資本巨大消耗及技術路線競爭的風險，未來幾年，低軌衛星概念股的項目能否成功交付服務，能否取得可觀盈利，將決定哪些公司最終勝出。投資人應密切關注技術驗證、商業化進度及市場需求成長，以判斷此塊新興領域的長期價值。

IRDM FAQ

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IRDM Earnings Table

Unit : USD

QTRNon-GAAP EPSEPS YoYEPS Surprise %SalesSales YoYSales Surprise %NPM
Current
2025Q4
2025Q3
2025Q2
2025Q1
METRIC
VALUE
vs. INDUSTRY
EPS (TTM)
1.09
PE Ratio (TTM)
22.59
Forward PE
16.97
PS Ratio (TTM)
2.88
PB Ratio
5.10
Price-to-FCF
8.67
METRIC
VALUE
vs. INDUSTRY
Gross Margin
71.55%
Net Margin
13.12%
Revenue Growth (YoY)
4.93%
Profit Growth (YoY)
3.92%
3-Year Revenue Growth
3.18%
3-Year Profit Growth
4.22%
METRIC
VALUE
vs. INDUSTRY
EPS (TTM)
1.09
PE Ratio (TTM)
22.59
Forward PE
16.97
PS Ratio (TTM)
2.88
PB Ratio
5.10
Price-to-FCF
8.67
Gross Margin
71.55%
Net Margin
13.12%
Revenue Growth (YoY)
4.93%
Profit Growth (YoY)
3.92%
3-Year Revenue Growth
3.18%
3-Year Profit Growth
4.22%

  • When is IRDM's latest earnings report released?

    The most recent financial report for Iridium communications inc. (IRDM) covers the period of 2025Q4 and was published on 2025/12/31. This report is prepared according to IFRS/US GAAP standards and includes key financial indicators—Revenue, Profitability, Cash Flow, and Capital Structure. This information is essential for investors evaluating IRDM's short-term business performance and financial health. For the latest updates on IRDM's earnings releases, visit this page regularly.

  • Where does IRDM fall in the P/E River chart?

    According to historical valuation range analysis, Iridium communications inc. (IRDM)'s current price-to-earnings (P/E) ratio is 20.55, placing it in the Undervalued zone on the P/E River chart. This level indicates that the market's expectations for future earnings are already reflected in the share price, with the valuation currently leaning conservative. Investors are advised to further examine the company's fundamentals and its position in the industry cycle to validate whether the valuation is justified.

  • What is the operating profit of IRDM?

    According to the latest financial report, Iridium communications inc. (IRDM) reported an Operating Profit of 57.43M with an Operating Margin of 26.97% this period, representing a growth of 10.2% compared to the same period last year. Operating Profit reflects the company's core business efficiency and cost control, making it a key indicator for evaluating operational strength and profitability.

  • How is IRDM's revenue growth?

    In the latest financial report, Iridium communications inc. (IRDM) announced revenue of 212.94M, with a Year-Over-Year growth rate of -0.02%. Revenue growth can be driven by product mix changes, market share expansion, price adjustments, or international market penetration. Investors should also monitor gross margin and regional revenue distribution for a comprehensive view of growth quality and sustainability.

  • How much debt does IRDM have?

    As of the end of the reporting period, Iridium communications inc. (IRDM) had total debt of 1.76B, with a debt ratio of 0.7. Long-term debt comprises a higher/lower proportion. The level of financial leverage directly impacts the company's capital structure and interest coverage. If debt is high, pay attention to interest expenses and refinancing risks. Conversely, a low-leverage structure indicates greater risk tolerance but potentially less growth flexibility.

  • How much cash does IRDM have?

    At the end of the period, Iridium communications inc. (IRDM) held Total Cash and Cash Equivalents of 96.5M, accounting for 0.04 of total assets. Both current and quick ratios indicate robust short-term debt repayment ability. High cash reserves typically mean the company has strong liquidity, supporting operational needs, expansion investments, or shareholder returns.

  • Does IRDM go with three margins increasing?

    In the latest report, Iridium communications inc. (IRDM) achieved the “three margins increasing” benchmark, with a gross margin of 72.8%%, operating margin of 26.97%%, and net margin of 11.7%%. This demonstrates improvement in profitability, which is a key signal for fundamental analysis. Investors should consider margin trends alongside other financial indicators to assess IRDM's profit trajectory and future growth potential.

  • Is IRDM's EPS continuing to grow?

    According to the past four quarterly reports, Iridium communications inc. (IRDM)'s earnings per share (EPS) shows a declining trend, with the latest EPS at 0.24. If EPS continues to rise due to revenue growth and cost optimization, it can support P/E valuation recovery and attract long-term investors.

  • What is the FCF of IRDM?

    Iridium communications inc. (IRDM)'s Free Cash Flow (FCF) for the period is 75.11M, calculated as Operating Cash Flow minus Capital Expenditures, representing a fall of 6.72% compared with the previous period. Positive FCF growth provides stable funding for dividends, debt repayment, or strategic acquisitions, and is an important measure of true profitability and shareholder return potential.

  • What are the PEG ratio and PE ratio of IRDM?

    The latest valuation data shows Iridium communications inc. (IRDM) has a Price-To-Earnings (PE) ratio of 20.55 and a Price/Earnings-To-Growth (PEG) ratio of -0.58. A PEG below 1 usually suggests the market is underestimating growth potential, while a PEG above 1 indicates high growth expectations are already priced in. Investors should conduct a comprehensive valuation by considering historical growth, market forecasts, and industry cycles.