vs
Side-by-side financial comparison of Dolby Laboratories, Inc. (DLB) and Iridium Communications Inc. (IRDM). Click either name above to swap in a different company.
Dolby Laboratories, Inc. is the larger business by last-quarter revenue ($395.6M vs $219.1M, roughly 1.8× Iridium Communications Inc.). Dolby Laboratories, Inc. runs the higher net margin — 24.0% vs 9.9%, a 14.1% gap on every dollar of revenue. On growth, Dolby Laboratories, Inc. posted the faster year-over-year revenue change (7.1% vs 1.9%). Over the past eight quarters, Dolby Laboratories, Inc.'s revenue compounded faster (13.9% CAGR vs 4.4%).
Dolby Laboratories, Inc. is an American technology corporation specializing in audio noise reduction, audio encoding/compression, spatial audio, and high-dynamic-range television (HDR) imaging. Dolby licenses its technologies to consumer electronics manufacturers.
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...
DLB vs IRDM — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $395.6M | $219.1M |
| Net Profit | $94.9M | $21.6M |
| Gross Margin | 88.7% | — |
| Operating Margin | 28.5% | 23.2% |
| Net Margin | 24.0% | 9.9% |
| Revenue YoY | 7.1% | 1.9% |
| Net Profit YoY | 3.4% | — |
| EPS (diluted) | $0.99 | — |
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.
| Q2 26 | $395.6M | — | ||
| Q1 26 | $346.7M | $219.1M | ||
| Q4 25 | $346.7M | $212.9M | ||
| Q3 25 | $307.0M | $226.9M | ||
| Q2 25 | $315.5M | $216.9M | ||
| Q1 25 | $369.6M | $214.9M | ||
| Q4 24 | $357.0M | $213.0M | ||
| Q3 24 | $304.8M | $212.8M |
| Q2 26 | $94.9M | — | ||
| Q1 26 | $53.3M | $21.6M | ||
| Q4 25 | $53.3M | $24.9M | ||
| Q3 25 | $49.3M | $37.1M | ||
| Q2 25 | $46.1M | $22.0M | ||
| Q1 25 | $91.8M | $30.4M | ||
| Q4 24 | $67.8M | $36.3M | ||
| Q3 24 | $58.6M | $24.4M |
| Q2 26 | 88.7% | — | ||
| Q1 26 | 87.5% | — | ||
| Q4 25 | 87.5% | — | ||
| Q3 25 | 87.1% | — | ||
| Q2 25 | 86.1% | — | ||
| Q1 25 | 90.3% | — | ||
| Q4 24 | 88.6% | — | ||
| Q3 24 | 88.8% | — |
| Q2 26 | 28.5% | — | ||
| Q1 26 | 17.9% | 23.2% | ||
| Q4 25 | 17.9% | 25.9% | ||
| Q3 25 | 9.7% | 30.9% | ||
| Q2 25 | 15.1% | 23.2% | ||
| Q1 25 | 29.2% | 28.1% | ||
| Q4 24 | 22.4% | 24.5% | ||
| Q3 24 | 15.2% | 25.8% |
| Q2 26 | 24.0% | — | ||
| Q1 26 | 15.4% | 9.9% | ||
| Q4 25 | 15.4% | 11.7% | ||
| Q3 25 | 16.1% | 16.4% | ||
| Q2 25 | 14.6% | 10.1% | ||
| Q1 25 | 24.8% | 14.2% | ||
| Q4 24 | 19.0% | 17.1% | ||
| Q3 24 | 19.2% | 11.5% |
| Q2 26 | $0.99 | — | ||
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.55 | $0.24 | ||
| Q3 25 | $0.50 | $0.35 | ||
| Q2 25 | $0.48 | $0.20 | ||
| Q1 25 | $0.94 | $0.27 | ||
| Q4 24 | $0.70 | $0.30 | ||
| Q3 24 | $0.59 | $0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $594.7M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.6B | — |
| Total Assets | $3.2B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $594.7M | — | ||
| Q1 26 | $644.6M | — | ||
| Q4 25 | $644.6M | $96.5M | ||
| Q3 25 | $702.6M | $88.5M | ||
| Q2 25 | $699.3M | $79.3M | ||
| Q1 25 | $626.6M | $50.9M | ||
| Q4 24 | $520.8M | $93.5M | ||
| Q3 24 | $482.0M | $159.6M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | — |
| Q2 26 | $2.6B | — | ||
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $462.6M | ||
| Q3 25 | $2.6B | $450.5M | ||
| Q2 25 | $2.6B | $473.6M | ||
| Q1 25 | $2.6B | $518.4M | ||
| Q4 24 | $2.5B | $576.6M | ||
| Q3 24 | $2.5B | $663.8M |
| Q2 26 | $3.2B | — | ||
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $2.5B | ||
| Q3 25 | $3.2B | $2.6B | ||
| Q2 25 | $3.2B | $2.6B | ||
| Q1 25 | $3.2B | $2.6B | ||
| Q4 24 | $3.2B | $2.7B | ||
| Q3 24 | $3.1B | $2.8B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 3.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.05× | ||
| Q3 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 | $147.3M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 13.7% |
| Cash ConversionOCF / Net Profit | 1.55× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $147.3M | — | ||
| Q1 26 | $54.8M | — | ||
| Q4 25 | $54.8M | $108.6M | ||
| Q3 25 | $472.2M | $100.8M | ||
| Q2 25 | $67.7M | $129.6M | ||
| Q1 25 | $174.9M | $61.1M | ||
| Q4 24 | $106.8M | $104.8M | ||
| Q3 24 | $327.3M | $118.6M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $50.2M | $75.1M | ||
| Q3 25 | $435.9M | $79.2M | ||
| Q2 25 | $61.3M | $108.9M | ||
| Q1 25 | $168.0M | $36.5M | ||
| Q4 24 | $100.0M | $80.5M | ||
| Q3 24 | $297.2M | $100.0M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 35.3% | ||
| Q3 25 | 142.0% | 34.9% | ||
| Q2 25 | 19.4% | 50.2% | ||
| Q1 25 | 45.5% | 17.0% | ||
| Q4 24 | 28.0% | 37.8% | ||
| Q3 24 | 97.5% | 47.0% |
| Q2 26 | — | — | ||
| Q1 26 | — | 13.7% | ||
| Q4 25 | 1.3% | 15.7% | ||
| Q3 25 | 11.8% | 9.5% | ||
| Q2 25 | 2.0% | 9.5% | ||
| Q1 25 | 1.9% | 11.4% | ||
| Q4 24 | 1.9% | 11.4% | ||
| Q3 24 | 9.8% | 8.7% |
| Q2 26 | 1.55× | — | ||
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.03× | 4.37× | ||
| Q3 25 | 9.57× | 2.71× | ||
| Q2 25 | 1.47× | 5.90× | ||
| Q1 25 | 1.91× | 2.01× | ||
| Q4 24 | 1.57× | 2.88× | ||
| Q3 24 | 5.59× | 4.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLB
| Licensing | $372.2M | 94% |
| Products and services | $23.4M | 6% |
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% |
