| IRM |
Report |
Revenue |
BEAT |
pred ~$1.99B vs. cons $1.965B |
MEDIUM |
| IRM |
Report |
Adjusted EBITDA |
BEAT |
pred ~$724M vs. cons $715M |
MEDIUM |
| IRM |
Report |
AFFO per share |
IN-LINE |
pred ~$1.41 vs. cons $1.40 |
MEDIUM |
| IRM |
Guide |
FY26 revenue guidance |
BETTER |
guide ~$7.98B vs. cons $7.92B (FY26) |
MEDIUM |
| IRM |
Guide |
FY26 adjusted EBITDA guidance |
BETTER |
guide ~$2.98B vs. cons $2.96B (FY26) |
MEDIUM |
| IRM |
Guide |
FY26 AFFO per share guidance |
BETTER |
guide ~$5.90 vs. cons $5.86 (FY26) |
MEDIUM |
| IRM |
Guide |
Data-center leasing commentary |
BETTER |
guide ~125 MW vs. cons 110 MW (FY26) |
MEDIUM |
| IRM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| IRM |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
Day-1 residual ~+3.5% and day-5 residual ~+5.0%: a modest financial beat paired with higher FY26 revenue, EBITDA and AFFO math plus stronger ~125 MW leasing commentary should lift out-period estimates rather than create implicit second-half cuts. |
MEDIUM |