| DLR |
Report |
2Q26 Core FFO per share |
BEAT |
pred ~$2.01 vs. cons $1.98 |
MEDIUM |
| DLR |
Report |
2Q26 revenue |
BEAT |
pred ~$1.67B vs. cons $1.65B |
MEDIUM |
| DLR |
Report |
2Q26 new bookings at DLR share |
BEAT |
pred ~$285M vs. cons $250M |
LOW |
| DLR |
Guide |
2026 Core FFO per share guidance midpoint |
UNCHANGED |
guide ~$8.05 vs. cons $8.06 (FY2026) |
HIGH |
| DLR |
Guide |
Constant-currency same-capital cash NOI growth guidance midpoint |
UNCHANGED |
guide ~4.5% vs. cons 4.5% (FY2026) |
MEDIUM |
| DLR |
Guide |
Cash renewal spread guidance midpoint |
UNCHANGED |
guide ~7.5% vs. cons 7.5% (FY2026) |
MEDIUM |
| DLR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| DLR |
Return |
5-day cumulative residual |
+1.1% (FADE) |
A modest operating beat and healthy leasing should drive the initial gain, but unchanged FY2026 guidance implies pred ~$8.05 vs. cons $8.06, while higher share count, development carrying costs, and limited 2026 earnings contribution from recent transactions constrain out-period estimate revisions. |
MEDIUM |