IRM
Iron Mountain·NYSE
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IRM fundamentals
Iron Mountain (IRM) released its earnings on Feb 12, 2026: revenue was 1.84B (YoY +16.56%), beat estimates; EPS was 0.61 (YoY +22.00%), beat estimates.
Revenue / YoY
1.84B
+16.56%
EPS / YoY
0.61
+22.00%
Report date
Feb 12, 2026
IRM Earnings Call Summary for Q4,2025
- Record Growth: Q4 revenue $1.84 billion (+17% YoY), full-year $6.9 billion (+12% YoY). EBITDA $2.6 billion (+15% YoY), AFFO $1.5 billion (+15% YoY).
- Data Center Surge: 2026 data center revenue >$1 billion (+25% YoY), 2027+ >25% growth. 400 MW land bank to energize in 24 months.
- ALM Expansion: 2026 ALM revenue $850 million (+35% YoY), 360 Fortune 1000 customers (+30% YoY).
- Digital Dominance: 2025 digital revenue >$500 million (+20% YoY), 2026 DXP pipeline at all-time high.
- Legacy Strength: $5 billion physical storage business (+mid-single digits YoY), 37th consecutive year of organic growth.
- Strategic Wins: Hyperscale leases (28 MW Virginia), ALM cross-sells ($14 million ITAD), DOT contract $45 million in 2026.
EPS
Actual | 0.27 | 0.22 | 0.31 | 0.29 | 0.32 | 0.38 | 0.4 | 0.43 | 0.38 | 0.46 | 0.48 | 0.43 | 0.42 | 0.4 | 0.45 | 0.52 | 0.43 | 0.42 | 0.44 | 0.5 | 0.43 | 0.48 | 0.54 | 0.61 | ||||||||||||||||
Forecast | 0.1833 | 0.1259 | 0.2582 | 0.3134 | 0.2872 | 0.351 | 0.3974 | 0.398 | 0.3736 | 0.4013 | 0.4431 | 0.4357 | 0.3522 | 0.3287 | 0.435 | 0.4544 | 0.4175 | 0.421 | 0.4829 | 0.5325 | 0.4019 | 0.5015 | 0.5265 | 0.5876 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +47.30% | +74.74% | +20.06% | -7.47% | +11.42% | +8.26% | +0.65% | +8.04% | +1.71% | +14.63% | +8.33% | -1.31% | +19.25% | +21.69% | +3.45% | +14.44% | +2.99% | -0.24% | -8.88% | -6.10% | +6.99% | -4.29% | +2.56% | +3.81% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.07B | 982.24M | 1.04B | 1.06B | 1.08B | 1.12B | 1.13B | 1.16B | 1.25B | 1.29B | 1.29B | 1.28B | 1.31B | 1.36B | 1.39B | 1.42B | 1.48B | 1.53B | 1.56B | 1.58B | 1.59B | 1.71B | 1.75B | 1.84B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.08B | 933.06M | 995.80M | 1.04B | 1.07B | 1.09B | 1.13B | 1.15B | 1.24B | 1.30B | 1.31B | 1.32B | 1.32B | 1.35B | 1.41B | 1.45B | 1.45B | 1.50B | 1.55B | 1.60B | 1.59B | 1.68B | 1.75B | 1.81B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -1.03% | +5.27% | +4.10% | +1.75% | +1.00% | +2.35% | -0.01% | +1.10% | +1.04% | -1.06% | -2.02% | -2.77% | -0.09% | +0.32% | -1.68% | -2.05% | +1.62% | +1.97% | +0.22% | -1.22% | -0.11% | +1.70% | +0.04% | +2.00% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for Iron Mountain year over year?What guidance did Iron Mountain's management provide for the next earnings period?What is Iron Mountain's latest dividend and current dividend yield?Did Iron Mountain beat or miss consensus estimates last quarter?What were the key takeaways from Iron Mountain's earnings call?What is Iron Mountain's gross profit margin?What is the market's earnings forecast for Iron Mountain next quarter?What does Iron Mountain do and what are its main business segments?
