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Side-by-side financial comparison of BANCFIRST CORP (BANF) 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 $181.0M, roughly 1.2× BANCFIRST CORP). BANCFIRST CORP runs the higher net margin — 32.9% vs 9.9%, a 23.0% gap on every dollar of revenue. On growth, BANCFIRST CORP posted the faster year-over-year revenue change (11.1% vs 1.9%). Over the past eight quarters, BANCFIRST CORP's revenue compounded faster (9.5% CAGR vs 4.4%).
BancFirst Corporation is an Oklahoma-based financial services holding company. The company operates three subsidiary banks, BancFirst, an Oklahoma state-chartered bank; and Pegasus Bank and Worthington Bank, both Texas state-chartered banks.
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...
BANF vs IRDM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $219.1M |
| Net Profit | $59.5M | $21.6M |
| Gross Margin | — | — |
| Operating Margin | 41.6% | 23.2% |
| Net Margin | 32.9% | 9.9% |
| Revenue YoY | 11.1% | 1.9% |
| Net Profit YoY | 5.3% | — |
| EPS (diluted) | $1.75 | — |
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 | $181.0M | $212.9M | ||
| Q3 25 | $175.5M | $226.9M | ||
| Q2 25 | $169.3M | $216.9M | ||
| Q1 25 | $164.8M | $214.9M | ||
| Q4 24 | $162.9M | $213.0M | ||
| Q3 24 | $163.7M | $212.8M | ||
| Q2 24 | $153.8M | $201.1M |
| Q1 26 | — | $21.6M | ||
| Q4 25 | $59.5M | $24.9M | ||
| Q3 25 | $62.7M | $37.1M | ||
| Q2 25 | $62.3M | $22.0M | ||
| Q1 25 | $56.1M | $30.4M | ||
| Q4 24 | $56.5M | $36.3M | ||
| Q3 24 | $58.9M | $24.4M | ||
| Q2 24 | $50.6M | $32.3M |
| Q1 26 | — | 23.2% | ||
| Q4 25 | 41.6% | 25.9% | ||
| Q3 25 | 45.0% | 30.9% | ||
| Q2 25 | 47.1% | 23.2% | ||
| Q1 25 | 43.1% | 28.1% | ||
| Q4 24 | 44.2% | 24.5% | ||
| Q3 24 | 45.2% | 25.8% | ||
| Q2 24 | 42.4% | 21.7% |
| Q1 26 | — | 9.9% | ||
| Q4 25 | 32.9% | 11.7% | ||
| Q3 25 | 35.7% | 16.4% | ||
| Q2 25 | 36.8% | 10.1% | ||
| Q1 25 | 34.0% | 14.2% | ||
| Q4 24 | 34.7% | 17.1% | ||
| Q3 24 | 36.0% | 11.5% | ||
| Q2 24 | 32.9% | 16.1% |
| Q1 26 | — | — | ||
| Q4 25 | $1.75 | $0.24 | ||
| Q3 25 | $1.85 | $0.35 | ||
| Q2 25 | $1.85 | $0.20 | ||
| Q1 25 | $1.66 | $0.27 | ||
| Q4 24 | $1.68 | $0.30 | ||
| Q3 24 | $1.75 | $0.21 | ||
| Q2 24 | $1.51 | $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 | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | — |
| Total Assets | $14.8B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $96.5M | ||
| Q3 25 | — | $88.5M | ||
| Q2 25 | — | $79.3M | ||
| Q1 25 | — | $50.9M | ||
| Q4 24 | — | $93.5M | ||
| Q3 24 | — | $159.6M | ||
| Q2 24 | — | $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 | $1.9B | $462.6M | ||
| Q3 25 | $1.8B | $450.5M | ||
| Q2 25 | $1.7B | $473.6M | ||
| Q1 25 | $1.7B | $518.4M | ||
| Q4 24 | $1.6B | $576.6M | ||
| Q3 24 | $1.6B | $663.8M | ||
| Q2 24 | $1.5B | $786.7M |
| Q1 26 | — | — | ||
| Q4 25 | $14.8B | $2.5B | ||
| Q3 25 | $14.2B | $2.6B | ||
| Q2 25 | $14.0B | $2.6B | ||
| Q1 25 | $14.0B | $2.6B | ||
| Q4 24 | $13.6B | $2.7B | ||
| Q3 24 | $13.3B | $2.8B | ||
| Q2 24 | $12.7B | $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 | $285.3M | — |
| Free Cash FlowOCF − Capex | $237.0M | — |
| FCF MarginFCF / Revenue | 130.9% | — |
| Capex IntensityCapex / Revenue | 26.7% | 13.7% |
| Cash ConversionOCF / Net Profit | 4.79× | — |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $285.3M | $108.6M | ||
| Q3 25 | $75.4M | $100.8M | ||
| Q2 25 | $78.1M | $129.6M | ||
| Q1 25 | $77.0M | $61.1M | ||
| Q4 24 | $261.2M | $104.8M | ||
| Q3 24 | $77.6M | $118.6M | ||
| Q2 24 | $100.2M | $81.1M |
| Q1 26 | — | — | ||
| Q4 25 | $237.0M | $75.1M | ||
| Q3 25 | $63.7M | $79.2M | ||
| Q2 25 | $64.4M | $108.9M | ||
| Q1 25 | $65.6M | $36.5M | ||
| Q4 24 | $224.5M | $80.5M | ||
| Q3 24 | $72.4M | $100.0M | ||
| Q2 24 | $94.1M | $68.7M |
| Q1 26 | — | — | ||
| Q4 25 | 130.9% | 35.3% | ||
| Q3 25 | 36.3% | 34.9% | ||
| Q2 25 | 38.0% | 50.2% | ||
| Q1 25 | 39.8% | 17.0% | ||
| Q4 24 | 137.8% | 37.8% | ||
| Q3 24 | 44.2% | 47.0% | ||
| Q2 24 | 61.2% | 34.2% |
| Q1 26 | — | 13.7% | ||
| Q4 25 | 26.7% | 15.7% | ||
| Q3 25 | 6.7% | 9.5% | ||
| Q2 25 | 8.1% | 9.5% | ||
| Q1 25 | 6.9% | 11.4% | ||
| Q4 24 | 22.5% | 11.4% | ||
| Q3 24 | 3.2% | 8.7% | ||
| Q2 24 | 3.9% | 6.2% |
| Q1 26 | — | — | ||
| Q4 25 | 4.79× | 4.37× | ||
| Q3 25 | 1.20× | 2.71× | ||
| Q2 25 | 1.25× | 5.90× | ||
| Q1 25 | 1.37× | 2.01× | ||
| Q4 24 | 4.62× | 2.88× | ||
| Q3 24 | 1.32× | 4.85× | ||
| Q2 24 | 1.98× | 2.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BANF
Segment breakdown not available.
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% |
