| IRM |
Report |
Q2 2026 revenue |
BEAT |
pred ~$2.00B vs. cons $1.97B |
MEDIUM |
| IRM |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$730M vs. cons $715M |
MEDIUM |
| IRM |
Report |
Q2 2026 AFFO per share |
BEAT |
pred ~$1.43 vs. cons $1.40 |
MEDIUM |
| IRM |
Guide |
Full-year revenue |
BETTER |
guide ~$8.00B vs. cons $7.92B (FY2026 midpoint) |
MEDIUM |
| IRM |
Guide |
Full-year adjusted EBITDA |
BETTER |
guide ~$3.00B vs. cons $2.96B (FY2026 midpoint) |
MEDIUM |
| IRM |
Guide |
Full-year AFFO per share |
BETTER |
guide ~$5.94 vs. cons $5.86 (FY2026 midpoint) |
MEDIUM |
| IRM |
Guide |
Data-center leasing |
BETTER |
guide ~140 MW vs. cons 125 MW (FY2026) |
LOW |
| IRM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| IRM |
Return |
5-day cumulative residual |
+4.1% (FOLLOW-THROUGH) |
A broad beat plus higher FY2026 midpoints should lift estimates beyond the reported-quarter upside: the predicted revenue, EBITDA and AFFO-per-share raises imply positive second-half revisions rather than merely absorbing the Q2 beat. A materially higher data-center leasing target would reinforce the out-period growth narrative, although the premium valuation limits upside. |
MEDIUM |