For the quarter ended September 2025, Iridium Communications (IRDM) reported revenue of $226.94 million, up 6.7% over the same period last year. EPS came in at $0.35, compared to $0.21 in the year-ago quarter.
The reported revenue represents a surprise of +1.29% over the Zacks Consensus Estimate of $224.05 million. With the consensus EPS estimate being $0.26, the EPS surprise was +34.62%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Iridium performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- ARPU - Commercial - Voice and data: $48.00 versus $48.14 estimated by three analysts on average.
- Billable Subscribers - Total government voice and data and IoT data service: 124 thousand versus 133.21 thousand estimated by three analysts on average.
- Billable Subscribers - Total commercial voice and data, IoT data and Broadband service: 2.42 million versus the three-analyst average estimate of 2.45 million.
- ARPU - Commercial - IoT data: $7.95 versus $8.02 estimated by three analysts on average.
- Revenue- Subscriber equipment: $21.51 million compared to the $22.66 million average estimate based on five analysts. The reported number represents a change of -3% year over year.
- Revenue- Service: $165.24 million versus the five-analyst average estimate of $164.54 million. The reported number represents a year-over-year change of +3.4%.
- Revenue- Engineering and support service: $40.19 million versus $36.63 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +30.7% change.
- Revenue- Service- Commercial service revenue: $138.33 million compared to the $137.51 million average estimate based on four analysts. The reported number represents a change of +3.8% year over year.
- Revenue- Service- Government service revenue: $26.91 million versus $26.93 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.4% change.
- Revenue- Engineering and support service- Government: $38.33 million versus $34.15 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +32.1% change.
- Revenue- Engineering and support service- Commercial: $1.85 million versus $2.12 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7% change.
- Revenue- Service- Commercial service revenue- IoT data: $46.71 million versus the three-analyst average estimate of $47.27 million. The reported number represents a year-over-year change of +6.9%.
View all Key Company Metrics for Iridium here>>>
Shares of Iridium have returned +12.9% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Iridium Communications Inc (IRDM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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