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IREN

IREN·NASDAQ
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IREN fundamentals

IREN (IREN) released its earnings on Feb 5, 2026: revenue was 184.69M (YoY +62.72%), missed estimates; EPS was -0.52 (YoY -677.78%), missed estimates.
Revenue / YoY
184.69M
+62.72%
EPS / YoY
-0.52
-677.78%
Report date
Feb 5, 2026
IREN Earnings Call Summary for Q2,2026
  • $3.6B GPU Financing Secured: Covers 95% of Microsoft contract, enabling 140,000 GPU deployment by end-2026.
  • $3.4B ARR Target: Prince George nearing completion, with $0.4B ARR under contract.
  • Power Expansion: 4.5 GW portfolio includes new 1.6 GW Oklahoma site.
  • Customer Demand: Air-cooled GPUs in high demand; older-gen chips used for inference.
  • Financial Discipline: $2.8B cash on hand, diversified capital sources.
EPS
Q2,2022
Q3,2022
Q4,2022
Q1,undefined
Q2,2023
Q3,2023
Q4,2023
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Actual
1.43-0.05-2.7146-0.31580.0626-0.070.08-0.24-0.270.090.110.651.0717-0.52
Forecast
0.20490.0712-0.1762-0.115-0.16320.02710.03620.0268-0.07520.00320.12060.17670.1499-0.1095
Surprise
+597.90%
-170.22%
0.00%
0.00%
-1440.64%
-174.61%
+138.36%
-358.30%
+120.99%
-995.52%
-259.04%
+2712.50%
-8.79%
+267.86%
+614.94%
-374.89%
Revenue
Q2,2022
Q3,2022
Q4,2022
Q1,undefined
Q2,2023
Q3,2023
Q4,2023
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Actual
20.00M15.20M----13.76M11.16M34.21M42.00M54.30M57.40M54.39M113.50M148.10M187.30M240.30M184.69M
Forecast
20.23M15.02M----13.31M13.86M34.16M38.73M51.48M57.45M55.63M111.26M151.96M188.91M241.40M224.35M
Surprise
-1.13%
+1.20%
0.00%
0.00%
+3.30%
-19.48%
+0.15%
+8.44%
+5.48%
-0.09%
-2.22%
+2.01%
-2.54%
-0.85%
-0.45%
-17.68%

Earnings Call