IRM Earnings

IRM reported its earnings on 2026-04-30, showcasing a revenue of 1.94B against an estimate of 1.86B, resulting in a 4.09% surprise. The EPS was 1.43, surpassing the expected 1.39 by 2.88%. The stock experienced a 10.02% price change on the earnings day and a 15% change over the next five days, reflecting market reactions to the results.

Following IRM's earnings announcement on 2026-04-30, the stock price moved by 10.02% on the day of the release. Over the subsequent five days, it saw a 15% change. Historically, IRM's stock price tends to shift by an average of -2.72% in the 10 days leading up to earnings and 1.99% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate IRM's annual revenue to reach 1.89B, while the EPS is projected at 0.54. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between IRM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, IRM's stock price typically moves by -2.72% in the 10 days before its earnings and 1.99% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.54 and revenue of 1.89B.

The earnings call summary presents strong financial performance across various segments, including significant revenue and EBITDA growth. The Q&A session reinforced positive sentiment, with management addressing concerns effectively and outlining growth opportunities. Despite slightly lower CapEx, the company is not constrained in data center growth. Strong bookings in the government segment and ALM expansion further bolster a positive outlook. Although some headwinds exist, such as slight margin pressure, the overall sentiment remains positive, suggesting a 2% to 8% stock price increase over the next two weeks.