Iridium Communications (IRDM) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.17
- Estimate
- $0.41
- Surprise
- +185.7%
- Revenue (period 2026-09-30)
- $245.7M
- Score at report (before → after)
- 4.6 → 4.8/10
Revenue source: xbrl.
How the report landed
Iridium Communications (IRDM) beat the $0.41 estimate with adjusted EPS of $1.17 — a large 185.7% upside surprise. TrendMatrix's engine moved from Buy (Wait) (4.6/10) to Sell at 4.8/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates IRDM Sell at 5.8/10.
1 of the last 4 quarters beat the estimate; this quarter's +185.7% surprise compares with a +30.8% four-quarter average. Next scheduled report: 2027-02-11.
What supports the rating
- Strong growth profile
What argues against it
- Analyst target reached - limited upside remaining
- Sector modifier (Communication Services): -0.8
- Leverage penalty (D/E 3.8): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $45.28
- Stop
- $42.50
At 29.3× trailing and 31.6× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-11-10 — shown for context, not personalized investment advice.
IRDM at TrendMatrix's latest read
Communication and media names are subscriber-economics stories; engagement and ARPU trends behind the print drive the reaction.
- Industry
- Telecom Services
- Market cap
- $4.78B
- P/E (fwd)
- 31.6
- P/E (ttm)
- 29.3
- 52-week range
- $15.65–$57.18
- Off 52-week high
- 20.8%
- RSI (14)
- 55
- Volume vs avg
- 0.32×
- Score today
- 5.8/10