Iron Mountain Résultats passés
Passé contrôle des critères 3/6
Les bénéfices de Iron Mountain ont diminué à un taux annuel moyen de -28.7%, tandis que le secteur Specialized REITs a vu ses bénéfices augmenter de en à 8.3% par an. Les revenus ont augmenté de en à un taux moyen de 10.4% par an.
Informations clés
-28.69%
Taux de croissance des bénéfices
-29.09%
Taux de croissance du BPA
| Specialized REITs Croissance de l'industrie | 18.00% |
| Taux de croissance des recettes | 10.37% |
| Rendement des fonds propres | n/a |
| Marge nette | 3.76% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Article d’analyse • 12h
Iron Mountain (IRM) Stock Could Be 21.6% Undervalued After Upsized $1.5b Notes Deal
Iron Mountain (IRM) has just completed an upsized fixed income offering, increasing its new 6.250% senior notes due 2035 to $1.5 billion from an initially planned $1.0 billion, with proceeds earmarked for debt repayment. See our latest analysis for Iron Mountain. Iron Mountain stock has pulled back slightly in the last day, with a 1-day share price return that declined 2.16%. Its 90-day share price return of 19.54% and year to date share price return of 50.70%, along with a 5-year total...
Mise à jour du récit • Jun 06
IRM: Higher P E Assumptions Will Heighten Risk From Any Execution Slippage
Analysts have lifted their price targets on Iron Mountain by $10 to $17. In line with this more constructive view, the updated model reflects a fair value estimate of about $74.89, a slightly lower discount rate, and modestly higher assumptions for revenue growth, profit margin, and future P/E.
Mise à jour du récit • May 22
IRM: Raised Guidance And P/E Assumptions Will Shape Forward Compounding Potential
Analysts have raised the Iron Mountain price target to $131.55 from $122.73 as they incorporate recent target increases from several firms and modest adjustments to assumptions for growth, profitability, and future P/E. Analyst Commentary Recent research on Iron Mountain has centered on how higher price targets line up with expectations for execution, growth, and the valuation investors are being asked to pay.Mise à jour du récit • May 03
IRM: Richer P E Assumptions Will Pressure Execution On Revenue And Margins
The analyst price target for Iron Mountain has been raised by several firms, supporting a modest increase in the fair value estimate to about $73 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin, and a higher future P/E multiple. Analyst Commentary Recent research on Iron Mountain has tilted generally constructive on fair value, but there are still pockets of caution that are worth weighing before you lean too heavily on the higher price targets.Seeking Alpha • Apr 30
Iron Mountain: Blowout Earnings Thanks To Synergistic Storage/AI Offerings -- Maintain Buy
Summary IRM's FQ1'26 earnings call saw strong organic revenue growth, margin expansion, and raised FY2026 guidance, underscoring resilient and profitable growth prospects. The data center segment is the REIT's key growth driver, benefiting from AI-driven demand, high utilization/growing footprint, and elevated renewal pricing. The Asset Lifecycle Management segment also benefits from the tight GPU/memory chip supply environment, with it consequently triggering the growing decommissioning/remarketing trends. IRM trades at reasonable valuations versus peers while offering a more than decent dividend yield at 3% and a projected total return of ~25% from current levels. These developments underscore the REIT's highly synergistic business model across physical and digital storage/decommissioning services during the multi-year cloud supercycle. Read the full article on Seeking AlphaMise à jour du récit • Apr 19
IRM: Fine Tuning Discount Rate And P/E Will Shape Forward Compounding Potential
Analysts made a marginal adjustment to Iron Mountain's fair value estimate, trimming it by about $0.09 to reflect a slightly lower discount rate and a modestly revised future P/E assumption, following the recent $1 increase in the Street's price target to $127. Analyst Commentary Bullish analysts are treating the recent $1 lift in the Street price target to $127 as a modest but supportive signal for Iron Mountain, with the internal fair value adjustment of about $0.09 largely viewed as a technical clean up rather than a change in fundamental conviction.Mise à jour du récit • Apr 04
IRM: Sector Caution And Execution Risks Will Pressure Premium P E Multiple
Iron Mountain's analyst price target has been increased by $1 to $127, with analysts citing modest adjustments in revenue growth, profit margin and P/E assumptions to reflect recent sector research and updated REIT group views. Analyst Commentary Recent Street research on Iron Mountain has centered on incremental price target adjustments, with Barclays moving its target to $127 from $126 and previously to $126 from $123.Mise à jour du récit • Mar 21
IRM: 2026 REIT Outlook And Guidance Will Support Future Compounding Potential
Analysts have nudged their price target on Iron Mountain higher, with a roughly $3 increase supported by slightly higher fair value estimates, a modestly lower discount rate, and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Iron Mountain is limited but generally constructive, with several bullish analysts fine tuning their models and price targets while flagging a few areas for investors to monitor.Mise à jour du récit • Mar 07
IRM: Sector Headwinds And Execution Risks Will Eventually Pressure Premium Multiple
Narrative Update: Iron Mountain The intrinsic value estimate for Iron Mountain has been revised higher, with the analyst price target moving up by $1 to $127 as analysts factor in updated assumptions for discount rate, revenue growth, profit margin and future P/E while aligning with the recent Street target increase. Analyst Commentary Recent Street research on Iron Mountain has centered on incremental target adjustments and how the stock fits into broader sector views.Mise à jour du récit • Feb 20
IRM: 2026 REIT Outlook And Guidance Will Frame Future Compounding Potential
The analyst price target for Iron Mountain has been raised by $3 to $126, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the change. Analyst Commentary Recent research on Iron Mountain centers on how it fits within the broader real estate investment trust group, with the updated US$126 price target reflecting refreshed thinking on sector positioning, valuation, and growth assumptions.Mise à jour du récit • Feb 06
IRM: Short Seller Accounting Concerns Will Eventually Pressure Premium Multiple
Analysts have lifted their Iron Mountain price target by $3 to $126, citing updated REIT group assumptions, modest adjustments to growth and margin forecasts, and continued support from recent research defending the stock following the short report. Analyst Commentary Recent research on Iron Mountain has centered on price target fine tuning and reactions to the short report, giving you a window into how the sell side is thinking about both risk and reward.Mise à jour du récit • Jan 23
IRM: Short Seller Accounting Allegations Will Trigger Overvaluation Reset Despite Supportive Research
Narrative Update Analysts have nudged their Iron Mountain outlook higher, with the price target increasing by $3 to $126. This is supported by refreshed models that reflect modestly adjusted growth, margin and discount rate assumptions, along with continued supportive views in recent research commentary.Mise à jour du récit • Jan 07
IRM: Short Seller Accounting Allegations Will Drive Bearish Repricing Ahead
Analysts have lifted their Iron Mountain price target to US$123 from US$122, citing updated company modeling and confidence that recent short-seller concerns are already well understood and unlikely to alter the long term growth narrative. Analyst Commentary Recent research comments around Iron Mountain have centered on how much weight to place on the short report and what it means for long term execution and growth risks.Mise à jour du récit • Dec 22
IRM: Leverage And Accounting Concerns Will Drive Bearish Repricing Ahead
Analysts have raised their price target on Iron Mountain by about $4 to approximately $123, citing continued confidence in double digit growth compounding and management's reassurances that recent short seller concerns are a temporary distraction rather than a change in fundamentals. Analyst Commentary Recent research updates have emphasized that the latest short report is unlikely to alter the long term growth trajectory for Iron Mountain, with several firms reiterating positive ratings and modestly lifting price targets.Mise à jour du récit • Dec 08
IRM: Digital And Data Center Expansion Will Drive Long-Term Compounding Despite Short Report
Analysts have nudged their blended price target on Iron Mountain modestly higher to about $117 per share, citing continued confidence in double digit growth, resilient data center and digital expansion, and recent supportive research that raised targets to the $120 to $125 range despite short seller noise. Analyst Commentary Recent Street commentary on Iron Mountain has been broadly supportive, with most research notes emphasizing resilient fundamentals, execution on growth initiatives, and a limited fundamental impact from recent short seller noise.Mise à jour du récit • Nov 24
IRM: Continued Expansion Into Digital Solutions Will Drive Long-Term Momentum
The analyst fair value estimate for Iron Mountain has been slightly increased to $116.73 from $116.45. Analysts cite the company's resilience to recent short reports and ongoing strength in its growth initiatives.Mise à jour du récit • Nov 07
IRM: Expanding Data Centers And Digital Offerings Will Drive Future Momentum
Iron Mountain's analyst fair value estimate increased from $114.50 to $116.45 as analysts highlighted accelerating growth from digital and data center initiatives. They cited strengthened cross-selling opportunities and model adjustments in the sector.Seeking Alpha • Apr 29
Hammered Prices, Elevated Yields: Iron Mountain's Income Sweet Spot
Summary Iron Mountain (IRM) stock has declined significantly, but its dividend yield is now more attractive, supported by a robust underlying business and capital discipline. The company excels in providing comprehensive storage and information management solutions, with strong growth in digital solutions and data center platforms. Q4 performance was solid with 11.4% YOY sales growth, and the company maintains a strong balance sheet with $3.3 billion in liquidity. Despite risks like a high payout ratio and potential earnings volatility, IRM's diversified model and growth prospects make it a strong investment at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Iron Mountain: Near-Term Growth Trajectory Is A Concern
Summary I am neutral on Iron Mountain (IRM) due to near-term execution risks and high valuation despite compelling long-term growth drivers in data centers and ALM. IRM's data center business is a significant growth catalyst, with strong revenue and margin expansion, but near-term pricing pressures and missed leasing targets are concerning. IRM's balance sheet risk is notable, with high leverage and increasing capex potentially pressuring free cash flow and limiting debt reduction and capital returns. At 48x NTM PE, IRM is expensive, and any growth disappointments or balance sheet issues could negatively impact investor sentiment, warranting a hold rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Iron Mountain's Warranted Correction Triggers A Richer Return Profile Ahead
Summary IRM has already lost all of its July/ August 2024 market rotation gains, with it offering interested investors with an improved margin of safety. This is significantly aided by the rich dividend hike by +10%, well exceeding historical averages, with it triggering the REIT's richer return profile moving forward. IRM is set to report increased data center leasing over the next few quarters, significantly aided by the recent acquisition & the eventual capacity growth to over 1.2 GW (+30%). Despite the ongoing investments, the management has committed to a leverage target of between 4.5x and 5.5x, with it underscoring their focus to deliver growth sustainably. With IRM currently retesting the H2'24 support levels/ 200 day moving averages of $100s, we urge readers to observe the stock price movement for a little longer before adding. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Iron Mountain: Well-Run REIT, Overpriced For Now
Summary Iron Mountain Incorporated generates strong revenue, earnings, and AFFO growth with a robust business model that offers non-cyclical continuity. IRM's high P/E ratio and low forward dividend yield of 2.55% indicate overvaluation. Management is adept at generating a high ROE and finding new ways to monetize services. I rate Iron Mountain stock as a “Hold” currently due to its high stock price valuation, waiting to buy shares on a pullback. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Iron Mountain gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 7,245 | 272 | 1,437 | 0 |
| 31 Dec 25 | 6,902 | 145 | 1,394 | 0 |
| 30 Sep 25 | 6,640 | 159 | 1,389 | 0 |
| 30 Jun 25 | 6,443 | 41 | 1,395 | 0 |
| 31 Mar 25 | 6,266 | 122 | 1,350 | 0 |
| 31 Dec 24 | 6,150 | 180 | 1,340 | 0 |
| 30 Sep 24 | 5,988 | 105 | 1,321 | 0 |
| 30 Jun 24 | 5,819 | 229 | 1,294 | 0 |
| 31 Mar 24 | 5,643 | 194 | 1,261 | 0 |
| 31 Dec 23 | 5,480 | 184 | 1,236 | 0 |
| 30 Sep 23 | 5,340 | 278 | 1,201 | 0 |
| 30 Jun 23 | 5,238 | 379 | 1,171 | 0 |
| 31 Mar 23 | 5,170 | 579 | 1,154 | 0 |
| 31 Dec 22 | 5,104 | 557 | 1,141 | 0 |
| 30 Sep 22 | 4,984 | 496 | 1,124 | 0 |
| 30 Jun 22 | 4,827 | 372 | 1,080 | 0 |
| 31 Mar 22 | 4,658 | 447 | 1,045 | 0 |
| 31 Dec 21 | 4,492 | 450 | 1,023 | 0 |
| 30 Sep 21 | 4,392 | 636 | 997 | 0 |
| 30 Jun 21 | 4,298 | 607 | 987 | 0 |
| 31 Mar 21 | 4,161 | 324 | 968 | 0 |
| 31 Dec 20 | 4,147 | 343 | 948 | 0 |
| 30 Sep 20 | 4,167 | 133 | 945 | 0 |
| 30 Jun 20 | 4,193 | 202 | 950 | 0 |
| 31 Mar 20 | 4,277 | 302 | 962 | 0 |
| 31 Dec 19 | 4,263 | 267 | 992 | 0 |
| 30 Sep 19 | 4,244 | 387 | 1,009 | 0 |
| 30 Jun 19 | 4,243 | 357 | 1,026 | 0 |
| 31 Mar 19 | 4,237 | 357 | 1,017 | 0 |
| 31 Dec 18 | 4,226 | 366 | 1,007 | 0 |
| 30 Sep 18 | 4,156 | 234 | 999 | 0 |
| 30 Jun 18 | 4,060 | 182 | 973 | 0 |
| 31 Mar 18 | 3,949 | 171 | 952 | 0 |
| 31 Dec 17 | 3,846 | 176 | 937 | 0 |
| 30 Sep 17 | 3,789 | 214 | 906 | 0 |
| 30 Jun 17 | 3,766 | 193 | 902 | 0 |
| 31 Mar 17 | 3,700 | 97 | 906 | 0 |
| 31 Dec 16 | 3,511 | 101 | 868 | 0 |
| 30 Sep 16 | 3,330 | 58 | 823 | 0 |
| 30 Jun 16 | 3,133 | 76 | 792 | 0 |
| 31 Mar 16 | 3,009 | 145 | 775 | 0 |
| 31 Dec 15 | 3,008 | 123 | 788 | 0 |
| 30 Sep 15 | 3,034 | 130 | 821 | 0 |
| 30 Jun 15 | 3,070 | 107 | 845 | 0 |
Des revenus de qualité: IRM a un important ponctuel perte de $184.5M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de IRM sont plus élevées que l'année dernière IRM. (3.8%) sont plus élevées que l'année dernière (1.9%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de IRM ont diminué de 28.7% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de IRM au cours de l'année écoulée ( 123.1% ) dépasse sa moyenne sur 5 ans ( -28.7% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices IRM au cours de l'année écoulée ( 123.1% ) a dépassé celle du secteur Specialized REITs 9%.
Rendement des fonds propres
ROE élevé: Le passif IRM dépasse son actif, il est donc difficile de calculer son rendement des capitaux propres.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/17 13:36 |
| Cours de l'action en fin de journée | 2026/06/17 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Iron Mountain Incorporated est couverte par 27 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andrew Wittmann | Baird |
| Brendan Lynch | Barclays |
| Gary Bisbee | Barclays |