| DLR |
Report |
Core FFO/share (Q2 2026) |
BEAT |
pred ~$2.00 vs. cons $1.981 |
MEDIUM |
| DLR |
Report |
0-1 MW Leasing (Q2 2026) |
BEAT |
pred ~$87M vs. cons $73.7M |
MEDIUM |
| DLR |
Report |
Total Lease Signings (Q2 2026) |
BEAT |
pred ~$230M vs. cons $199M |
MEDIUM |
| DLR |
Guide |
Core FFO/share (FY 2026) |
BETTER |
guide ~$8.10-$8.20 vs. cons $8.040 |
MEDIUM |
| DLR |
Guide |
Revenue growth FY 2026 |
UNCHANGED |
reaffirm more than 10% vs. cons $6.754B |
HIGH |
| DLR |
Guide |
0-1 MW trajectory (qualitative) |
BETTER |
confirm $100M/Q run rate in sight vs. Nareit signal |
MEDIUM |
| DLR |
Guide |
Blackstone JV accretion (FY 2027-28) |
BETTER |
first quantification post-close; accretive to FFO/sh |
MEDIUM |
| DLR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| DLR |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — de-rated setup supports follow-through; modest out-period revision limits magnitude |
MEDIUM |