| DLR |
Report |
Core FFO per diluted share |
IN-LINE |
pred ~$1.99 vs. cons $1.99 |
MEDIUM |
| DLR |
Report |
Total revenue |
BEAT |
pred ~$1.72B vs. cons $1.69B |
MEDIUM |
| DLR |
Report |
New leasing at DLR share, annualized GAAP rent |
MISS |
pred ~$275M vs. cons $325M |
LOW |
| DLR |
Guide |
FY2026 Core FFO per share outlook |
UNCHANGED |
guide ~$8.05 vs. cons $8.06 (FY2026) |
MEDIUM |
| DLR |
Guide |
FY2026 development CapEx, net of partner contributions |
LOWER |
guide ~$4.15B vs. cons $3.80B (FY2026) |
MEDIUM |
| DLR |
Guide |
FY2026 signed-backlog commencement expectation at DLR share |
UNCHANGED |
guide ~$544M vs. cons $540M (FY2026) |
MEDIUM |
| DLR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| DLR |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
A largely in-line Core FFO result and retained FY2026 guide would be outweighed by lower leasing versus the elevated quarterly bar and a higher development-capex funding requirement: pred ~$4.15B vs. cons $3.80B. That combination leaves out-period per-share accretion and incremental-equity concerns unresolved, pulling FY2027-28 estimates lower even if the reported quarter is adequate. |
MEDIUM |