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Side-by-side financial comparison of ACV Auctions Inc. (ACVA) and Iridium Communications Inc. (IRDM). Click either name above to swap in a different company.
Iridium Communications Inc. is the larger business by last-quarter revenue ($219.1M vs $183.6M, roughly 1.2× ACV Auctions Inc.). On growth, ACV Auctions Inc. posted the faster year-over-year revenue change (15.1% vs 1.9%). Over the past eight quarters, ACV Auctions Inc.'s revenue compounded faster (12.3% CAGR vs 4.4%).
ACV Auctions Inc.ACVAEarnings & Financial Report
ACV Auctions Inc. operates a leading digital wholesale vehicle auction platform serving automotive dealers across the U.S. and Canada. It offers end-to-end services including transparent vehicle inspections, secure payment processing, and logistics support, enabling efficient trading of used vehicles between registered wholesale buyers and sellers.
Iridium Communications Inc. is a publicly traded American company headquartered in McLean, Virginia, United States. Iridium operates the Iridium satellite constellation, a system of 80 satellites: 66 are active satellites and the remaining fourteen function as in-orbit spares. Iridium Satellites are used for worldwide voice and data communication from handheld satellite phones, satellite messenger communication devices and integrated transceivers, as well as for two-way satellite messaging se...
ACVA vs IRDM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $183.6M | $219.1M |
| Net Profit | — | $21.6M |
| Gross Margin | — | — |
| Operating Margin | -9.7% | 23.2% |
| Net Margin | — | 9.9% |
| Revenue YoY | 15.1% | 1.9% |
| Net Profit YoY | — | — |
| EPS (diluted) | $-0.12 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $219.1M | ||
| Q4 25 | $183.6M | $212.9M | ||
| Q3 25 | $199.6M | $226.9M | ||
| Q2 25 | $193.7M | $216.9M | ||
| Q1 25 | $182.7M | $214.9M | ||
| Q4 24 | $159.5M | $213.0M | ||
| Q3 24 | $171.3M | $212.8M | ||
| Q2 24 | $160.6M | $201.1M |
| Q1 26 | — | $21.6M | ||
| Q4 25 | — | $24.9M | ||
| Q3 25 | $-24.5M | $37.1M | ||
| Q2 25 | $-7.3M | $22.0M | ||
| Q1 25 | $-14.8M | $30.4M | ||
| Q4 24 | — | $36.3M | ||
| Q3 24 | $-16.0M | $24.4M | ||
| Q2 24 | $-17.1M | $32.3M |
| Q1 26 | — | 23.2% | ||
| Q4 25 | -9.7% | 25.9% | ||
| Q3 25 | -11.9% | 30.9% | ||
| Q2 25 | -3.7% | 23.2% | ||
| Q1 25 | -7.9% | 28.1% | ||
| Q4 24 | -16.2% | 24.5% | ||
| Q3 24 | -10.0% | 25.8% | ||
| Q2 24 | -11.6% | 21.7% |
| Q1 26 | — | 9.9% | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | -12.3% | 16.4% | ||
| Q2 25 | -3.8% | 10.1% | ||
| Q1 25 | -8.1% | 14.2% | ||
| Q4 24 | — | 17.1% | ||
| Q3 24 | -9.4% | 11.5% | ||
| Q2 24 | -10.6% | 16.1% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.12 | $0.24 | ||
| Q3 25 | $-0.14 | $0.35 | ||
| Q2 25 | $-0.04 | $0.20 | ||
| Q1 25 | $-0.09 | $0.27 | ||
| Q4 24 | $-0.15 | $0.30 | ||
| Q3 24 | $-0.10 | $0.21 | ||
| Q2 24 | $-0.10 | $0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $271.5M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $429.7M | — |
| Total Assets | $1.1B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $271.5M | $96.5M | ||
| Q3 25 | $265.3M | $88.5M | ||
| Q2 25 | $258.4M | $79.3M | ||
| Q1 25 | $291.9M | $50.9M | ||
| Q4 24 | $224.1M | $93.5M | ||
| Q3 24 | $252.5M | $159.6M | ||
| Q2 24 | $215.0M | $63.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $429.7M | $462.6M | ||
| Q3 25 | $434.4M | $450.5M | ||
| Q2 25 | $448.8M | $473.6M | ||
| Q1 25 | $439.6M | $518.4M | ||
| Q4 24 | $440.0M | $576.6M | ||
| Q3 24 | $456.2M | $663.8M | ||
| Q2 24 | $457.6M | $786.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $2.5B | ||
| Q3 25 | $1.2B | $2.6B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $1.2B | $2.6B | ||
| Q4 24 | $984.1M | $2.7B | ||
| Q3 24 | $1.0B | $2.8B | ||
| Q2 24 | $1.0B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.05× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-12.4M | — |
| Free Cash FlowOCF − Capex | $-14.7M | — |
| FCF MarginFCF / Revenue | -8.0% | — |
| Capex IntensityCapex / Revenue | 1.2% | 13.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $69.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-12.4M | $108.6M | ||
| Q3 25 | $10.3M | $100.8M | ||
| Q2 25 | $13.7M | $129.6M | ||
| Q1 25 | $66.6M | $61.1M | ||
| Q4 24 | $-3.2M | $104.8M | ||
| Q3 24 | $21.1M | $118.6M | ||
| Q2 24 | $4.5M | $81.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-14.7M | $75.1M | ||
| Q3 25 | $7.7M | $79.2M | ||
| Q2 25 | $10.9M | $108.9M | ||
| Q1 25 | $65.3M | $36.5M | ||
| Q4 24 | $-3.9M | $80.5M | ||
| Q3 24 | $20.2M | $100.0M | ||
| Q2 24 | $2.7M | $68.7M |
| Q1 26 | — | — | ||
| Q4 25 | -8.0% | 35.3% | ||
| Q3 25 | 3.8% | 34.9% | ||
| Q2 25 | 5.6% | 50.2% | ||
| Q1 25 | 35.7% | 17.0% | ||
| Q4 24 | -2.5% | 37.8% | ||
| Q3 24 | 11.8% | 47.0% | ||
| Q2 24 | 1.7% | 34.2% |
| Q1 26 | — | 13.7% | ||
| Q4 25 | 1.2% | 15.7% | ||
| Q3 25 | 1.3% | 9.5% | ||
| Q2 25 | 1.5% | 9.5% | ||
| Q1 25 | 0.7% | 11.4% | ||
| Q4 24 | 0.4% | 11.4% | ||
| Q3 24 | 0.6% | 8.7% | ||
| Q2 24 | 1.1% | 6.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.37× | ||
| Q3 25 | — | 2.71× | ||
| Q2 25 | — | 5.90× | ||
| Q1 25 | — | 2.01× | ||
| Q4 24 | — | 2.88× | ||
| Q3 24 | — | 4.85× | ||
| Q2 24 | — | 2.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $46.0M | 21% |
| Government | $39.5M | 18% |
| Government service revenue (5) | $27.6M | 13% |
| Subscriber equipment | $20.2M | 9% |
| Hosted payload and other data service (4) | $14.8M | 7% |
| Broadband (3) | $12.2M | 6% |
| Commercial | $1.3M | 1% |
