| IRM |
Report |
Total Revenue |
BEAT |
pred ~$1.995B vs. cons $1.969B |
MEDIUM |
| IRM |
Report |
AFFO per Share |
BEAT |
pred ~$1.44 vs. cons $1.40 |
MEDIUM |
| IRM |
Report |
Adjusted EBITDA |
BEAT |
pred ~$725M vs. cons $715M |
MEDIUM |
| IRM |
Guide |
FY2026 Revenue Guidance |
BETTER |
guide ~$7.95-8.05B (mid ~$8.0B) vs. cons ~$7.89B (FY2026) |
MEDIUM |
| IRM |
Guide |
FY2026 AFFO per Share Guidance |
BETTER |
guide ~$5.90-5.98 (mid ~$5.94) vs. cons ~$5.83 (FY2026) |
MEDIUM |
| IRM |
Guide |
Data Center MW Leased Target |
BETTER |
guide ~130MW+ full-year vs. prior guide/cons of 100MW (FY2026) |
LOW |
| IRM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| IRM |
Return |
5-day cumulative residual |
-1.5% (FADE) |
Initial pop on a likely beat-and-raise fades over the week as investors book profits after the stock's ~51% YTD run and richly-priced 'high bar' setup; the tougher H2 revenue-management comp (2025 pricing actions weighted to Q2) and only incremental full-year raises (vs. Q1's much larger $95M+ raise) imply decelerating out-period growth math, prompting analysts to trim 2027 estimates even as they nudge 2026 up, capping follow-through despite a clean Q2 beat. |
MEDIUM |