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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Shlomo Rosenbaum | Stifel | 7 | 14% |
| Brendan Lynch | Barclays | 6 | 0% |
| Jon Atkin | RBC Capital Markets | 5 | 0% |
| Eric Luebchow | Wells Fargo | 5 | 0% |
| Tobey Sommer | Truist Securities | 5 | 20% |
| George Tong | Goldman Sachs | 5 | 0% |
| Andy Steinerman | JPMorgan | 4 | 0% |
| Kevin McVeigh | UBS | 4 | 0% |
| Nathan Crossett | BNP Paribas | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stifel | 2 | 8 | 25% |
| Goldman Sachs | 2 | 6 | 0% |
| Barclays | 1 | 6 | 0% |
| Truist Securities | 1 |
| 5 |
| 20% |
| Wells Fargo | 1 | 5 | 0% |
| JPMorgan | 2 | 5 | 0% |
| RBC Capital Markets | 1 | 5 | 0% |
| UBS | 1 | 4 | 0% |
Iron Mountain delivered extraordinary Q1 2026 results with revenue of $1.94 billion up 22%, driven by data center revenue surging 47% on hyperscale demand and ALM revenue nearly doubling with 92% growth. Record organic growth of 17% was the highest in over 25 years, and adjusted EBITDA of $708 million increased 22% year-over-year with AFFO per share of $1.43 up 22%. Full-year 2026 guidance was raised across all metrics with revenue midpoint increasing $175 million, as government business accelerated with record bookings and digital solutions posted record Q1 results with 20%+ growth.
Revenue Growth | Demand | Competitive Dynamics | Cloud & AI | Capex Investment | Pricing | Geographic Expansion | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 3 | 1 | 2 | 2 | ||
| 2025Q1 | 3 | 3 | 1 | 1 | 2 | 1 | 1 | |
| 2025Q2 | 3 | 4 | 4 | 2 | 2 | |||
| 2025Q3 | 4 | 4 | 2 | 2 | 2 | 2 | ||
| 2025Q4 | 5 | 1 | 1 | 1 | 1 | 2 | 2 | |
| 2026Q1 | 3 | 3 | 1 | 4 | 1 | 1 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 3 | 3 | 4 | 5 | 3 |
| Demand | 3 | 3 | 4 | 4 | 1 | 3 |
| Competitive Dynamics | 3 | 1 | 4 | 2 | 1 | 1 |
| Cloud & AI | 1 | 1 | 2 | 2 | 1 | 4 |
| Capex Investment | 2 | 2 | 2 | 2 | 1 | 1 |
| Pricing | 2 | 2 | 2 | 1 | ||
| Geographic Expansion | 1 | 3 | ||||
| M&A | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IRM Iron Mountain | 9 | +21.6% | |
| AMT American Tower | 6 | +6.8% | |
| CCI Crown Castle | 3 | -4.8% | |
| EQIX Equinix | 8 | +9.8% | |
| SBAC SBA Communications | 7 | +5.9% | |
| WY Weyerhaeuser | 5 | -2.0% |