Sign In
Buy IRM
Iron Mountain Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.501 |
| EPS actual | $1.43 |
| EPS Surprise | 185.43% |
| Revenue estimate | 1.862B |
| Revenue actual | 1.936B |
| Revenue Surprise | 4.00% |
| Release date | Feb 12, 2026 |
| EPS estimate | $0.588 |
| EPS actual | $1.44 |
| EPS Surprise | 144.90% |
| Revenue estimate | 1.807B |
| Revenue actual | 1.843B |
| Revenue Surprise | 2.00% |
| Release date | Nov 05, 2025 |
| EPS estimate | $1.29 |
| EPS actual | $1.32 |
| EPS Surprise | 2.33% |
| Revenue estimate | 1.803B |
| Revenue actual | 1.754B |
| Revenue Surprise | -2.73% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.19 |
| EPS actual | $1.24 |
| EPS Surprise | 4.20% |
| Revenue estimate | 1.759B |
| Revenue actual | 1.712B |
| Revenue Surprise | -2.70% |
Last 4 Quarters for Iron Mountain
Below you can see how IRM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $90.04 |
| EPS estimate | $1.19 |
| EPS actual | $1.24 |
| EPS surprise | 4.20% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $97.36 |
| Aug 01, 2025 | $94.13 |
| Aug 04, 2025 | $94.77 |
| Aug 05, 2025 | $95.55 |
| Aug 06, 2025 | $90.04 |
| Aug 07, 2025 | $91.83 |
| Aug 08, 2025 | $90.16 |
| Aug 11, 2025 | $89.55 |
| Aug 12, 2025 | $92.15 |
| 4 days before | -7.52% |
| 4 days after | 2.34% |
| On release day | 1.99% |
| Change in period | -5.35% |
| Release date | Nov 05, 2025 |
| Price on release | $100.47 |
| EPS estimate | $1.29 |
| EPS actual | $1.32 |
| EPS surprise | 2.33% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $101.30 |
| Oct 31, 2025 | $102.95 |
| Nov 03, 2025 | $103.67 |
| Nov 04, 2025 | $103.32 |
| Nov 05, 2025 | $100.47 |
| Nov 06, 2025 | $100.86 |
| Nov 07, 2025 | $104.12 |
| Nov 10, 2025 | $102.33 |
| Nov 11, 2025 | $101.15 |
| 4 days before | -0.82% |
| 4 days after | 0.677% |
| On release day | 0.388% |
| Change in period | -0.148% |
| Release date | Feb 12, 2026 |
| Price on release | $106.00 |
| EPS estimate | $0.588 |
| EPS actual | $1.44 |
| EPS surprise | 144.90% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $95.78 |
| Feb 09, 2026 | $97.08 |
| Feb 10, 2026 | $99.31 |
| Feb 11, 2026 | $100.22 |
| Feb 12, 2026 | $106.00 |
| Feb 13, 2026 | $109.83 |
| Feb 17, 2026 | $108.79 |
| Feb 18, 2026 | $105.83 |
| Feb 19, 2026 | $108.15 |
| 4 days before | 10.67% |
| 4 days after | 2.03% |
| On release day | 3.61% |
| Change in period | 12.92% |
| Release date | Apr 30, 2026 |
| Price on release | $125.99 |
| EPS estimate | $0.501 |
| EPS actual | $1.43 |
| EPS surprise | 185.43% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $116.03 |
| Apr 27, 2026 | $112.75 |
| Apr 28, 2026 | $112.62 |
| Apr 29, 2026 | $114.52 |
| Apr 30, 2026 | $125.99 |
| May 01, 2026 | $127.19 |
| May 04, 2026 | $128.22 |
| May 05, 2026 | $131.70 |
| May 06, 2026 | $132.06 |
| 4 days before | 8.58% |
| 4 days after | 4.82% |
| On release day | 0.95% |
| Change in period | 13.82% |
Iron Mountain Earnings Call Transcript Summary of Q1 2026
Iron Mountain reported an exceptionally strong Q1 2026: revenue of $1.94B (+22% YoY), adjusted EBITDA of $708M (+22%), and AFFO of $426M (+22%). Organic growth was 17%, the highest in 25+ years. Growth was driven by data-related businesses (data centers, ALM, digital) which grew >50% in the quarter and now represent >30% of revenue, while physical records storage delivered its best quarterly growth in years. Data centers: 47% revenue growth, 22 MW leased in Q1 and 32 MW YTD (including April), and management expects to be meaningfully above prior 100 MW leasing guidance for 2026 based on advanced discussions. ALM revenue rose 92% (77% organic); memory pricing helped ALM results but has recently stabilized. Cash flow: operating cash flow $339M (best Q1 ever); retained cash flow guidance raised by at least $300M vs. prior year. Management raised full-year 2026 guidance: revenue $7.825B–$7.925B (midpoint +14% YoY), adjusted EBITDA $2.925B–$2.965B, AFFO $1.735B–$1.755B ($5.79–$5.86/sh). Balance sheet metrics improved (net lease adjusted leverage 4.8x); Board increased dividend ($0.864/quarter). Company emphasizes strong cross-sell momentum, significant government pipeline wins (FedRAMP High for InSight), and continued M&A/tuck-in activity in ALM.
