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IRDM compared with LUNR: revenue, margins and what each company keeps, and the suppliers and customers both name
IRDM
Iridium Communications Inc.
Change
Mkt cap
Revenue
Revenue
LUNR
Intuitive Machines, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
IRDM
Iridium Communications Inc.
vs
LUNR
Intuitive Machines, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
LUNR: latest quarter is a loss; flow not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
IRDM, solid
LUNR, dashed
IRDM
Iridium Communications Inc.
Change
44.53
▲
+1.80%
Mkt cap
$4.6B
Revenue
$246M
Q3 FY26
Revenue
$872M
FY25
LUNR
Intuitive Machines, Inc.
Change
10.56
▲
+7.10%
Regular session
Nov 3 '26
Mkt cap
$2.4B
Revenue
$206M
Q2 FY26
Revenue
$210M
FY25
vs
Compare
Regular session
Nov 3 '26
IRDM
Iridium Communications Inc.
vs
LUNR
Intuitive Machines, Inc.
44.53
▲
+1.80%
Price
10.56
▲
+7.10%
$4.6B
Mkt cap
$2.4B
Q3 FY26
$246M
Revenue
$206M
Q2 FY26
FY25
$872M
Revenue
$210M
FY25
Change
Change
IRDM
44.53
▲
+1.80%
vs
LUNR
10.56
▲
+7.10%
Regular session
Nov 3 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only IRDM
9
—
U.S. government
unlisted
customer
MSI
Motorola Solutions
supplier
GRMN
Garmin
customer
—
Benchmark
unlisted
supplier
5 more · IRDM chain
›
Shared
0
No shared counterparties.
Only LUNR
38
—
Undisclosed direct customer
unlisted
customer
LHX
L3Harris Technologies
customer
COLM
Columbia Sportswear
customer
NOK
Nokia
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
customer
34 more · LUNR chain
›