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Side-by-side financial comparison of Iridium Communications Inc. (IRDM) and Live Oak Bancshares, Inc. (LOB). Click either name above to swap in a different company.
Iridium Communications Inc. is the larger business by last-quarter revenue ($219.1M vs $145.5M, roughly 1.5× Live Oak Bancshares, Inc.). Live Oak Bancshares, Inc. runs the higher net margin — 19.2% vs 9.9%, a 9.4% gap on every dollar of revenue. On growth, Live Oak Bancshares, Inc. posted the faster year-over-year revenue change (18.4% vs 1.9%). Over the past eight quarters, Live Oak Bancshares, Inc.'s revenue compounded faster (7.7% 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...
Live Oak Bank, a subsidiary of Live Oak Bancshares, Inc., is an American bank. Headquartered in Wilmington, North Carolina, it serves small business owners in all 50 states and was the leading SBA 7(a) lender by dollar volume in 2022.
IRDM vs LOB — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $219.1M | $145.5M |
| Net Profit | $21.6M | $27.9M |
| Gross Margin | — | — |
| Operating Margin | 23.2% | — |
| Net Margin | 9.9% | 19.2% |
| Revenue YoY | 1.9% | 18.4% |
| Net Profit YoY | — | 187.6% |
| EPS (diluted) | — | $0.60 |
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 | $145.5M | ||
| Q4 25 | $212.9M | $161.9M | ||
| Q3 25 | $226.9M | $146.1M | ||
| Q2 25 | $216.9M | $143.7M | ||
| Q1 25 | $214.9M | $126.1M | ||
| Q4 24 | $213.0M | $116.9M | ||
| Q3 24 | $212.8M | $129.9M | ||
| Q2 24 | $201.1M | $125.5M |
| Q1 26 | $21.6M | $27.9M | ||
| Q4 25 | $24.9M | $46.2M | ||
| Q3 25 | $37.1M | $26.5M | ||
| Q2 25 | $22.0M | $23.4M | ||
| Q1 25 | $30.4M | $9.7M | ||
| Q4 24 | $36.3M | $9.9M | ||
| Q3 24 | $24.4M | $13.0M | ||
| Q2 24 | $32.3M | $27.0M |
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 38.2% | ||
| Q3 25 | 30.9% | 25.0% | ||
| Q2 25 | 23.2% | 21.7% | ||
| Q1 25 | 28.1% | 10.4% | ||
| Q4 24 | 24.5% | 11.3% | ||
| Q3 24 | 25.8% | 13.7% | ||
| Q2 24 | 21.7% | 28.7% |
| Q1 26 | 9.9% | 19.2% | ||
| Q4 25 | 11.7% | 28.5% | ||
| Q3 25 | 16.4% | 18.1% | ||
| Q2 25 | 10.1% | 16.3% | ||
| Q1 25 | 14.2% | 7.7% | ||
| Q4 24 | 17.1% | 8.5% | ||
| Q3 24 | 11.5% | 10.0% | ||
| Q2 24 | 16.1% | 21.5% |
| Q1 26 | — | $0.60 | ||
| Q4 25 | $0.24 | $0.96 | ||
| Q3 25 | $0.35 | $0.55 | ||
| Q2 25 | $0.20 | $0.51 | ||
| Q1 25 | $0.27 | $0.21 | ||
| Q4 24 | $0.30 | $0.22 | ||
| Q3 24 | $0.21 | $0.28 | ||
| Q2 24 | $0.27 | $0.59 |
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 | — | $1.3B |
| Total Assets | — | $15.3B |
| 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 | — | $1.3B | ||
| Q4 25 | $462.6M | $1.2B | ||
| Q3 25 | $450.5M | $1.2B | ||
| Q2 25 | $473.6M | $1.1B | ||
| Q1 25 | $518.4M | $1.0B | ||
| Q4 24 | $576.6M | $999.0M | ||
| Q3 24 | $663.8M | $1.0B | ||
| Q2 24 | $786.7M | $961.0M |
| Q1 26 | — | $15.3B | ||
| Q4 25 | $2.5B | $15.1B | ||
| Q3 25 | $2.6B | $14.7B | ||
| Q2 25 | $2.6B | $13.8B | ||
| Q1 25 | $2.6B | $13.6B | ||
| Q4 24 | $2.7B | $12.9B | ||
| Q3 24 | $2.8B | $12.6B | ||
| Q2 24 | $2.7B | $11.9B |
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.05× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
LOB
Segment breakdown not available.
