| IRM |
Report |
Revenue |
IN-LINE |
pred ~$1.980B vs. cons $1.969B |
MEDIUM |
| IRM |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$720M vs. cons $715.7M |
MEDIUM |
| IRM |
Report |
AFFO/share |
IN-LINE |
pred ~$1.410 vs. cons $1.403 |
MEDIUM |
| IRM |
Guide |
Revenue (FY26) |
UNCHANGED |
guide $7.825–$7.925B vs. cons $7.916B |
MEDIUM |
| IRM |
Guide |
Adjusted EBITDA (FY26) |
UNCHANGED |
guide $2.925–$2.965B vs. cons $2.947B |
MEDIUM |
| IRM |
Guide |
AFFO/share (FY26) |
UNCHANGED |
guide $5.79–$5.86 vs. cons $5.849 |
MEDIUM |
| IRM |
Guide |
Leasing / ALM tone (2H26) |
UNCHANGED |
reaffirm strong trajectory; no target increase; consensus UNVERIFIED |
LOW |
| IRM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| IRM |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained guide leaves forward estimates flat-to-down |
LOW |