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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) 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 $205.4M, roughly 1.1× COLLEGIUM PHARMACEUTICAL, INC). Iridium Communications Inc. runs the higher net margin — 9.9% vs 8.3%, a 1.6% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs 1.9%). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 4.4%).
Collegium Pharmaceutical, Inc. is a specialty pharmaceutical firm focused on developing and commercializing innovative, abuse-deterrent pain management therapies. Operating primarily in the U.S. market, it offers extended-release analgesics for chronic pain patients, serving providers across primary and specialty care segments.
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...
COLL vs IRDM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $219.1M |
| Net Profit | $17.0M | $21.6M |
| Gross Margin | 62.5% | — |
| Operating Margin | 29.6% | 23.2% |
| Net Margin | 8.3% | 9.9% |
| Revenue YoY | 12.9% | 1.9% |
| Net Profit YoY | 35.3% | — |
| EPS (diluted) | $0.48 | — |
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 | $205.4M | $212.9M | ||
| Q3 25 | $209.4M | $226.9M | ||
| Q2 25 | $188.0M | $216.9M | ||
| Q1 25 | $177.8M | $214.9M | ||
| Q4 24 | $181.9M | $213.0M | ||
| Q3 24 | $159.3M | $212.8M | ||
| Q2 24 | $145.3M | $201.1M |
| Q1 26 | — | $21.6M | ||
| Q4 25 | $17.0M | $24.9M | ||
| Q3 25 | $31.5M | $37.1M | ||
| Q2 25 | $12.0M | $22.0M | ||
| Q1 25 | $2.4M | $30.4M | ||
| Q4 24 | $12.5M | $36.3M | ||
| Q3 24 | $9.3M | $24.4M | ||
| Q2 24 | $19.6M | $32.3M |
| Q1 26 | — | — | ||
| Q4 25 | 62.5% | — | ||
| Q3 25 | 61.7% | — | ||
| Q2 25 | 57.7% | — | ||
| Q1 25 | 54.8% | — | ||
| Q4 24 | 54.0% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 62.5% | — |
| Q1 26 | — | 23.2% | ||
| Q4 25 | 29.6% | 25.9% | ||
| Q3 25 | 29.7% | 30.9% | ||
| Q2 25 | 18.7% | 23.2% | ||
| Q1 25 | 12.2% | 28.1% | ||
| Q4 24 | 20.9% | 24.5% | ||
| Q3 24 | 21.9% | 25.8% | ||
| Q2 24 | 32.7% | 21.7% |
| Q1 26 | — | 9.9% | ||
| Q4 25 | 8.3% | 11.7% | ||
| Q3 25 | 15.0% | 16.4% | ||
| Q2 25 | 6.4% | 10.1% | ||
| Q1 25 | 1.4% | 14.2% | ||
| Q4 24 | 6.9% | 17.1% | ||
| Q3 24 | 5.9% | 11.5% | ||
| Q2 24 | 13.5% | 16.1% |
| Q1 26 | — | — | ||
| Q4 25 | $0.48 | $0.24 | ||
| Q3 25 | $0.84 | $0.35 | ||
| Q2 25 | $0.34 | $0.20 | ||
| Q1 25 | $0.07 | $0.27 | ||
| Q4 24 | $0.36 | $0.30 | ||
| Q3 24 | $0.27 | $0.21 | ||
| Q2 24 | $0.52 | $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 | $386.7M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $301.7M | — |
| Total Assets | $1.7B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $386.7M | $96.5M | ||
| Q3 25 | $285.9M | $88.5M | ||
| Q2 25 | $222.2M | $79.3M | ||
| Q1 25 | $197.8M | $50.9M | ||
| Q4 24 | $162.8M | $93.5M | ||
| Q3 24 | $120.0M | $159.6M | ||
| Q2 24 | $271.6M | $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 | $301.7M | $462.6M | ||
| Q3 25 | $274.8M | $450.5M | ||
| Q2 25 | $232.2M | $473.6M | ||
| Q1 25 | $234.4M | $518.4M | ||
| Q4 24 | $228.8M | $576.6M | ||
| Q3 24 | $234.3M | $663.8M | ||
| Q2 24 | $216.6M | $786.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $2.5B | ||
| Q3 25 | $1.6B | $2.6B | ||
| Q2 25 | $1.6B | $2.6B | ||
| Q1 25 | $1.6B | $2.6B | ||
| Q4 24 | $1.7B | $2.7B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.1B | $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 | $123.0M | — |
| Free Cash FlowOCF − Capex | $122.4M | — |
| FCF MarginFCF / Revenue | 59.6% | — |
| Capex IntensityCapex / Revenue | 0.3% | 13.7% |
| Cash ConversionOCF / Net Profit | 7.25× | — |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $123.0M | $108.6M | ||
| Q3 25 | $78.4M | $100.8M | ||
| Q2 25 | $72.4M | $129.6M | ||
| Q1 25 | $55.4M | $61.1M | ||
| Q4 24 | $84.6M | $104.8M | ||
| Q3 24 | $-9.0M | $118.6M | ||
| Q2 24 | $67.4M | $81.1M |
| Q1 26 | — | — | ||
| Q4 25 | $122.4M | $75.1M | ||
| Q3 25 | $78.3M | $79.2M | ||
| Q2 25 | $72.4M | $108.9M | ||
| Q1 25 | $54.6M | $36.5M | ||
| Q4 24 | $84.1M | $80.5M | ||
| Q3 24 | $-9.2M | $100.0M | ||
| Q2 24 | $67.1M | $68.7M |
| Q1 26 | — | — | ||
| Q4 25 | 59.6% | 35.3% | ||
| Q3 25 | 37.4% | 34.9% | ||
| Q2 25 | 38.5% | 50.2% | ||
| Q1 25 | 30.7% | 17.0% | ||
| Q4 24 | 46.2% | 37.8% | ||
| Q3 24 | -5.8% | 47.0% | ||
| Q2 24 | 46.2% | 34.2% |
| Q1 26 | — | 13.7% | ||
| Q4 25 | 0.3% | 15.7% | ||
| Q3 25 | 0.1% | 9.5% | ||
| Q2 25 | 0.0% | 9.5% | ||
| Q1 25 | 0.4% | 11.4% | ||
| Q4 24 | 0.3% | 11.4% | ||
| Q3 24 | 0.2% | 8.7% | ||
| Q2 24 | 0.2% | 6.2% |
| Q1 26 | — | — | ||
| Q4 25 | 7.25× | 4.37× | ||
| Q3 25 | 2.49× | 2.71× | ||
| Q2 25 | 6.05× | 5.90× | ||
| Q1 25 | 22.92× | 2.01× | ||
| Q4 24 | 6.75× | 2.88× | ||
| Q3 24 | -0.96× | 4.85× | ||
| Q2 24 | 3.44× | 2.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
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% |
