| EQIX |
Report |
Revenue |
BEAT |
pred ~$2.620B vs. cons $2.590B |
MEDIUM |
| EQIX |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.392B vs. cons $1.369B |
MEDIUM |
| EQIX |
Report |
AFFO per diluted share |
BEAT |
pred ~$11.40 vs. cons $11.25 |
MEDIUM |
| EQIX |
Guide |
Revenue |
LOWER |
guide ~$2.570B vs. cons $2.582B (2026Q3) |
MEDIUM |
| EQIX |
Guide |
Revenue |
UNCHANGED |
guide ~$10.240B vs. cons $10.239B (FY2026) |
MEDIUM |
| EQIX |
Guide |
Adjusted EBITDA |
UNCHANGED |
guide ~$5.240B vs. cons $5.230B (FY2026) |
MEDIUM |
| EQIX |
Guide |
AFFO per diluted share |
UNCHANGED |
guide ~$43.05 vs. cons $43.05 (FY2026) |
MEDIUM |
| EQIX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.2% |
— |
MEDIUM |
| EQIX |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
The Q2 AFFO/share beat of ~$11.40 vs. $11.25 consensus is Hampton-heavy, while FY2026 guidance of ~$43.05 vs. $43.05 consensus implies only ~$20.86 for 2H26 versus the prior Street-implied ~$21.01. That modest out-period cut, a ~$2.570B Q3 revenue guide versus $2.582B consensus, and elevated valuation should drive negative estimate revisions after the headline beat. |
MEDIUM |