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Side-by-side financial comparison of Iridium Communications Inc. (IRDM) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
POTLATCHDELTIC CORP is the larger business by last-quarter revenue ($314.2M vs $219.1M, roughly 1.4× Iridium Communications Inc.). Iridium Communications Inc. runs the higher net margin — 9.9% vs 8.2%, a 1.6% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 1.9%). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% 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...
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
IRDM vs PCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | ||
|---|---|---|
| Revenue | $219.1M | $314.2M |
| Net Profit | $21.6M | $25.9M |
| Gross Margin | — | 18.2% |
| Operating Margin | 23.2% | 11.2% |
| Net Margin | 9.9% | 8.2% |
| Revenue YoY | 1.9% | 23.1% |
| Net Profit YoY | -29.0% | 682.5% |
| EPS (diluted) | — | $0.33 |
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 | — | ||
| Q3 25 | $226.9M | $314.2M | ||
| Q2 25 | $216.9M | $275.0M | ||
| Q1 25 | $214.9M | $268.3M | ||
| Q4 24 | $213.0M | $258.1M | ||
| Q3 24 | $212.8M | $255.1M | ||
| Q2 24 | $201.1M | $320.7M |
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | — | ||
| Q3 25 | $37.1M | $25.9M | ||
| Q2 25 | $22.0M | $7.4M | ||
| Q1 25 | $30.4M | $25.8M | ||
| Q4 24 | $36.3M | $5.2M | ||
| Q3 24 | $24.4M | $3.3M | ||
| Q2 24 | $32.3M | $13.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 18.2% | ||
| Q2 25 | — | 13.0% | ||
| Q1 25 | — | 17.8% | ||
| Q4 24 | — | 13.4% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 11.9% |
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | — | ||
| Q3 25 | 30.9% | 11.2% | ||
| Q2 25 | 23.2% | 5.0% | ||
| Q1 25 | 28.1% | 10.3% | ||
| Q4 24 | 24.5% | 5.2% | ||
| Q3 24 | 25.8% | 2.8% | ||
| Q2 24 | 21.7% | 5.4% |
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | 16.4% | 8.2% | ||
| Q2 25 | 10.1% | 2.7% | ||
| Q1 25 | 14.2% | 9.6% | ||
| Q4 24 | 17.1% | 2.0% | ||
| Q3 24 | 11.5% | 1.3% | ||
| Q2 24 | 16.1% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | — | ||
| Q3 25 | $0.35 | $0.33 | ||
| Q2 25 | $0.20 | $0.09 | ||
| Q1 25 | $0.27 | $0.33 | ||
| Q4 24 | $0.30 | $0.07 | ||
| Q3 24 | $0.21 | $0.04 | ||
| Q2 24 | $0.27 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $1.9B |
| Total Assets | — | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | — | ||
| Q3 25 | $88.5M | $88.8M | ||
| Q2 25 | $79.3M | $95.3M | ||
| Q1 25 | $50.9M | $147.5M | ||
| Q4 24 | $93.5M | $151.6M | ||
| Q3 24 | $159.6M | $161.1M | ||
| Q2 24 | $63.5M | $199.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | — | ||
| Q3 25 | $450.5M | $1.9B | ||
| Q2 25 | $473.6M | $1.9B | ||
| Q1 25 | $518.4M | $2.0B | ||
| Q4 24 | $576.6M | $2.0B | ||
| Q3 24 | $663.8M | $2.1B | ||
| Q2 24 | $786.7M | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | $3.2B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.6B | $3.3B | ||
| Q4 24 | $2.7B | $3.3B | ||
| Q3 24 | $2.8B | $3.3B | ||
| Q2 24 | $2.7B | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.05× | 0.51× | ||
| 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 | — | $65.7M |
| Free Cash FlowOCF − Capex | — | $50.1M |
| FCF MarginFCF / Revenue | — | 15.9% |
| Capex IntensityCapex / Revenue | 13.7% | 4.9% |
| Cash ConversionOCF / Net Profit | — | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | — | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | — | ||
| Q3 25 | $100.8M | $65.7M | ||
| Q2 25 | $129.6M | $41.0M | ||
| Q1 25 | $61.1M | $49.1M | ||
| Q4 24 | $104.8M | $45.4M | ||
| Q3 24 | $118.6M | $26.5M | ||
| Q2 24 | $81.1M | $100.6M |
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | — | ||
| Q3 25 | $79.2M | $50.1M | ||
| Q2 25 | $108.9M | $30.6M | ||
| Q1 25 | $36.5M | $26.3M | ||
| Q4 24 | $80.5M | $25.4M | ||
| Q3 24 | $100.0M | $-8.2M | ||
| Q2 24 | $68.7M | $72.4M |
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | — | ||
| Q3 25 | 34.9% | 15.9% | ||
| Q2 25 | 50.2% | 11.1% | ||
| Q1 25 | 17.0% | 9.8% | ||
| Q4 24 | 37.8% | 9.9% | ||
| Q3 24 | 47.0% | -3.2% | ||
| Q2 24 | 34.2% | 22.6% |
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | — | ||
| Q3 25 | 9.5% | 4.9% | ||
| Q2 25 | 9.5% | 3.8% | ||
| Q1 25 | 11.4% | 8.5% | ||
| Q4 24 | 11.4% | 7.7% | ||
| Q3 24 | 8.7% | 13.6% | ||
| Q2 24 | 6.2% | 8.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | 2.54× | ||
| Q2 25 | 5.90× | 5.58× | ||
| Q1 25 | 2.01× | 1.90× | ||
| Q4 24 | 2.88× | 8.74× | ||
| Q3 24 | 4.85× | 7.99× | ||
| Q2 24 | 2.51× | 7.35× |
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) | $43.9M | 20% |
| Government | $35.8M | 16% |
| Government service revenue (5) | $26.8M | 12% |
| Subscriber equipment | $23.1M | 11% |
| Hosted payload and other data service (4) | $14.9M | 7% |
| Broadband (3) | $12.9M | 6% |
| Commercial | $1.6M | 1% |
PCH
| Lumber | $131.8M | 42% |
| Timberlands | $52.5M | 17% |
| Rural Real Estate | $51.3M | 16% |
| Residuals And Panels | $34.0M | 11% |
| Pulpwood | $16.7M | 5% |
| Development Real Estate | $14.6M | 5% |
| Other | $8.1M | 3% |
| Other Products | $5.2M | 2% |