Iron Mountain Incorporated · IRM · Next earnings

Iron Mountain Incorporated reports Thursday, Nov 5, 2026

IRM reports before market open with consensus EPS at $0.61 and revenue at $1.99B. Last quarter: Iron Mountain Q2: Data Center and ALM Growth Lift Guidance

Reports Before market open0 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.61 Calendar consensus
Consensus revenue $1.99B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 0 days away

Where IRM left off: FY2026 Q2

Full report

Iron Mountain Q2: Data Center and ALM Growth Lift Guidance

EPS surprise +10.5% Reported $0.60 vs $0.54
Revenue surprise +3.1% Reported $2.03B vs $1.97B
Stock move +1.3% Event window
Subsequent drift -12.0% Up to 20 sessions

Management raised full-year 2026 revenue, EBITDA, and AFFO guidance after record Q2 performance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Data-center leasing may be lumpy and dependent on hyperscaler demand.
  • Foreign-currency effects could reduce upside if the U.S. dollar strengthens.
  • Memory-component price volatility may affect costs.
  • Groupe ATF integration could create execution risk.
  • Security and regulatory requirements remain important to Digital and data-center operations.

Questions analysts left open

  • Timing and detail of the data-center leasing pipeline beyond July.
  • Synergies and financial impact of the Groupe ATF acquisition.
  • Long-term ALM market size and margin profile.
  • Pricing trends in the core Records and Information Management segment.
  • Potential contribution from indirect channels and bare-metal hosting.

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Recent IRM quarters

All IRM earnings
+1.3%FY2026 Q2+10.0%FY2026 Q1+5.8%FY2025 Q4-5.8%FY2025 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.