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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Our recent acquisitions of Premier Surplus and ACT Logistics are performing well, contributing $14 million to revenue in the quarter.”
Iron Mountain's acquired asset lifecycle management businesses Premier Surplus and ACT Logistics are performing well, together adding $14M of quarterly revenue.
“Our recent acquisitions of Premier Surplus and ACT Logistics are performing well, contributing $14 million to revenue in the quarter.”
Iron Mountain's acquired asset lifecycle management businesses Premier Surplus and ACT Logistics are performing well, together adding $14M of quarterly revenue.
“We are very pleased with CRC's performance with integration ahead of plan.”
Iron Mountain's India acquisition CRC is performing ahead of plan, contributing new storage revenue and volume.
“in September, we acquired ACT Logistics, which further strengthens our ALM market leadership position in Australia.”
Iron Mountain acquired ACT Logistics to expand its asset lifecycle management footprint in Australia.
“goes back to when we were the AI/ML partner of the year 7 years ago with Google.”
Iron Mountain cites its long-standing AI/ML partnership with Google as validation of its DXP digitization platform.
“So we're very pleased to win the initial $140 million contract, and we're executing against that contract.”
Iron Mountain is executing an initial $140 million digitization contract with the U.S. Department of Treasury and has bid on a larger, longer-term follow-on award, indicating continued government demand for Iron Mountain's digital services.
“Earlier this morning, we signed a definitive agreement to acquire CRC India, a leading Indian digitization services company.”
Iron Mountain's acquisition of CRC India strengthens its digitization capabilities in the Indian market, with CRC India being absorbed into a larger global platform.
“the announcement today of our joint venture with Ooredoo, the publicly listed telecom and data center company, which serves Qatar as well as the region broadly.”
Iron Mountain takes a minority stake in a new joint venture with Ooredoo to expand data center services across the Middle East, leveraging its hyperscale operating expertise.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| George Tong | Goldman Sachs | 6 (0%) |
| Eric Luebchow | Wells Fargo | 5 (0%) |
| Jon Atkin | RBC Capital Markets | 5 (0%) |
| Tobey Sommer | Truist Securities | 5 (20%) |
| Andy Steinerman | JPMorgan | 4 (0%) |
| Kevin McVeigh | UBS | 4 (0%) |
| Nathan Crossett | BNP Paribas | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stifel | 2 | 8 (25%) |
| Goldman Sachs | 1 | 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 capped 2025 with record Q4 results as revenue of $1.84 billion grew 17% and adjusted EBITDA of $705 million expanded $100 million year-over-year. AFFO per share of $1.44 was up 16%, digital revenue exceeded $500 million for full-year 2025, and leverage fell to 4.9x, the lowest since pre-REIT conversion. Management introduced FY2026 guidance projecting 12% revenue growth to $7.625-$7.775B and 11% AFFO per share growth to $5.69-$5.79, with data center leasing expected at 100MW+ and the Treasury contract ramping from $45 million to $100 million+.
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% |