Iridium (IRDM) Q4 Earnings Preview: Revenue +3.3% YoY to $219.9M, EPS $0.25PS

Iridium (IRDM) is scheduled to release Q4 results Thursday, February 13, 2026, before market open. Last quarter, the satellite communications provider posted revenue of $226.9 million, up 6.7% year on year, and 1.99 million subscribers, a 4.7% increase. It outperformed on both revenue and earnings versus analyst estimates. This quarter, revenue is expected to rise 3.3% YoY to $219.9 million; adjusted EPS is forecast at $0.25 per share, continuing a two-year streak of revenue-beating the average of 2.1%. Peer context: Viasat (VSAT) grew 3% YoY and outperformed estimates by 1%, while Lumen (LMNT) declined 8.7% YoY and underperformed. In a volatile environment, Iridium is up 3.8% over the past month versus a -2.6% average for the telecommunication services sector. The average analyst price target is $28.13, compared to the current share price of $20.33.