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Side-by-side financial comparison of Iridium Communications Inc. (IRDM) and SANFILIPPO JOHN B & SON INC (JBSS). Click either name above to swap in a different company.
SANFILIPPO JOHN B & SON INC is the larger business by last-quarter revenue ($314.8M vs $219.1M, roughly 1.4× Iridium Communications Inc.). Iridium Communications Inc. runs the higher net margin — 9.9% vs 5.7%, a 4.2% gap on every dollar of revenue. On growth, SANFILIPPO JOHN B & SON INC posted the faster year-over-year revenue change (4.6% vs 1.9%). Over the past eight quarters, SANFILIPPO JOHN B & SON INC's revenue compounded faster (7.6% CAGR vs 4.4%).
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...
John B. Sanfilippo & Son Inc. (JBSS) is a leading US processor, marketer and distributor of high-quality tree nuts, peanuts, dried fruits, and value-added snack products. It serves retail, foodservice, and industrial ingredient customers primarily across North America, offering both branded and private label product lines.
IRDM vs JBSS — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $219.1M | $314.8M |
| Net Profit | $21.6M | $18.0M |
| Gross Margin | — | 18.8% |
| Operating Margin | 23.2% | 8.3% |
| Net Margin | 9.9% | 5.7% |
| Revenue YoY | 1.9% | 4.6% |
| Net Profit YoY | — | 32.1% |
| EPS (diluted) | — | $1.53 |
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 | $212.9M | $314.8M | ||
| Q3 25 | $226.9M | $298.7M | ||
| Q2 25 | $216.9M | $269.1M | ||
| Q1 25 | $214.9M | $260.9M | ||
| Q4 24 | $213.0M | $301.1M | ||
| Q3 24 | $212.8M | $276.2M | ||
| Q2 24 | $201.1M | $269.6M |
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $18.0M | ||
| Q3 25 | $37.1M | $18.7M | ||
| Q2 25 | $22.0M | $13.5M | ||
| Q1 25 | $30.4M | $20.2M | ||
| Q4 24 | $36.3M | $13.6M | ||
| Q3 24 | $24.4M | $11.7M | ||
| Q2 24 | $32.3M | $10.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 18.1% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 16.9% | ||
| Q2 24 | — | 18.5% |
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 8.3% | ||
| Q3 25 | 30.9% | 9.0% | ||
| Q2 25 | 23.2% | 7.5% | ||
| Q1 25 | 28.1% | 10.8% | ||
| Q4 24 | 24.5% | 6.4% | ||
| Q3 24 | 25.8% | 6.2% | ||
| Q2 24 | 21.7% | 5.4% |
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 5.7% | ||
| Q3 25 | 16.4% | 6.3% | ||
| Q2 25 | 10.1% | 5.0% | ||
| Q1 25 | 14.2% | 7.7% | ||
| Q4 24 | 17.1% | 4.5% | ||
| Q3 24 | 11.5% | 4.2% | ||
| Q2 24 | 16.1% | 3.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $1.53 | ||
| Q3 25 | $0.35 | $1.59 | ||
| Q2 25 | $0.20 | $1.15 | ||
| Q1 25 | $0.27 | $1.72 | ||
| Q4 24 | $0.30 | $1.16 | ||
| Q3 24 | $0.21 | $1.00 | ||
| Q2 24 | $0.27 | $0.85 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $2.4M |
| Total DebtLower is stronger | — | $28.8M |
| Stockholders' EquityBook value | — | $370.1M |
| Total Assets | — | $617.7M |
| Debt / EquityLower = less leverage | — | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $2.4M | ||
| Q3 25 | $88.5M | $714.0K | ||
| Q2 25 | $79.3M | $585.0K | ||
| Q1 25 | $50.9M | $1.3M | ||
| Q4 24 | $93.5M | $336.0K | ||
| Q3 24 | $159.6M | $442.0K | ||
| Q2 24 | $63.5M | $484.0K |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $28.8M | ||
| Q3 25 | — | $29.8M | ||
| Q2 25 | — | $14.6M | ||
| Q1 25 | — | $5.8M | ||
| Q4 24 | $1.8B | $6.0M | ||
| Q3 24 | — | $6.2M | ||
| Q2 24 | — | $6.4M |
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $370.1M | ||
| Q3 25 | $450.5M | $362.8M | ||
| Q2 25 | $473.6M | $360.7M | ||
| Q1 25 | $518.4M | $346.6M | ||
| Q4 24 | $576.6M | $325.6M | ||
| Q3 24 | $663.8M | $310.8M | ||
| Q2 24 | $786.7M | $322.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $617.7M | ||
| Q3 25 | $2.6B | $598.7M | ||
| Q2 25 | $2.6B | $597.6M | ||
| Q1 25 | $2.6B | $590.0M | ||
| Q4 24 | $2.7B | $545.3M | ||
| Q3 24 | $2.8B | $519.4M | ||
| Q2 24 | $2.7B | $515.6M |
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | 3.05× | 0.02× | ||
| Q3 24 | — | 0.02× | ||
| Q2 24 | — | 0.02× |
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 | — | $62.5M |
| Free Cash FlowOCF − Capex | — | $40.0M |
| FCF MarginFCF / Revenue | — | 12.7% |
| Capex IntensityCapex / Revenue | 13.7% | 7.1% |
| Cash ConversionOCF / Net Profit | — | 3.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $32.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $62.5M | ||
| Q3 25 | $100.8M | $32.1M | ||
| Q2 25 | $129.6M | $36.5M | ||
| Q1 25 | $61.1M | $-25.9M | ||
| Q4 24 | $104.8M | $11.0M | ||
| Q3 24 | $118.6M | $8.9M | ||
| Q2 24 | $81.1M | $35.2M |
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $40.0M | ||
| Q3 25 | $79.2M | $7.3M | ||
| Q2 25 | $108.9M | $23.0M | ||
| Q1 25 | $36.5M | $-37.6M | ||
| Q4 24 | $80.5M | $-2.7M | ||
| Q3 24 | $100.0M | $-3.0M | ||
| Q2 24 | $68.7M | $24.4M |
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 12.7% | ||
| Q3 25 | 34.9% | 2.4% | ||
| Q2 25 | 50.2% | 8.6% | ||
| Q1 25 | 17.0% | -14.4% | ||
| Q4 24 | 37.8% | -0.9% | ||
| Q3 24 | 47.0% | -1.1% | ||
| Q2 24 | 34.2% | 9.0% |
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 7.1% | ||
| Q3 25 | 9.5% | 8.3% | ||
| Q2 25 | 9.5% | 5.0% | ||
| Q1 25 | 11.4% | 4.5% | ||
| Q4 24 | 11.4% | 4.5% | ||
| Q3 24 | 8.7% | 4.3% | ||
| Q2 24 | 6.2% | 4.0% |
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 3.48× | ||
| Q3 25 | 2.71× | 1.72× | ||
| Q2 25 | 5.90× | 2.70× | ||
| Q1 25 | 2.01× | -1.29× | ||
| Q4 24 | 2.88× | 0.81× | ||
| Q3 24 | 4.85× | 0.77× | ||
| Q2 24 | 2.51× | 3.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
