DIGITAL REALTY TRUST, INC. (DLR) Earnings History

DIGITAL REALTY TRUST, INC. - Q4 2025 EarningsMissed

Filed at: Feb 5, 2026, 4:08 PM EST|Read from source

EXECUTIVE SUMMARY

Digital Realty reported strong financial results for Q4 2025, driven by robust top-line growth and record leasing activity, particularly in its 0-1 megawatt plus interconnection offering. The company introduced its 2026 outlook, signaling confidence in continued growth and a flexible balance sheet to support expansion and customer roadmaps.

POSITIVE HIGHLIGHTS

  • •

    Reported FFO per share of $1.89 in 4Q25, compared to $1.61 in 4Q24, a significant increase.

    positive
  • •

    Reported Core FFO per share of $1.86 in 4Q25, compared to $1.73 in 4Q24.

    positive
  • •

    Signed total bookings during 4Q25 expected to generate $400 million of annualized GAAP rental revenue at 100% share.

    positive
  • •

    Rental rates on renewal leases increased 6.1% on a cash basis and 12.0% on a GAAP basis in 4Q25.

    positive

CONCERNS & RISKS

  • •

    Net income available to common stockholders was $0.24 per share in 4Q25, compared to $0.51 per share in 4Q24, a significant decrease.

    negative
  • •

    Adjusted EBITDA decreased 1% from the previous quarter ($857 million in 4Q25 vs $868 million in 3Q25).

    attention
  • •

    Core FFO per share of $1.86 in 4Q25, compared to $1.89 per share in the previous quarter (3Q25).

    attention
  • •

    The weighted-average lag between new leases signed during 4Q25 and the contractual commencement date was eight months.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$1.63B
+13.8%
Prior year: $1.44B
Annual (YTD)
$6.60B
N/A
Net Income
Quarterly
$96.11M
-48.2%
Prior year: $185.69M
EPS (Diluted)
Quarterly
$0.24
-52.9%
Prior year: $0.51
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$0.26
-51.9%
Prior year: $0.54

MARGIN ANALYSIS

Net Margin
Current Quarter
5.9%
Prior Year
12.9%
YoY Change
-705 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT GUIDANCE

FY2026

Core FFO per share
$7.90—$8.00
Mid-point: $7.95
"Reported and Constant-Currency basis"
Total revenue
$6.6M—$6.7M
Mid-point: $6.7M
"Billion USD"
Adjusted EBITDA
3.6—3.7
Mid-point: 3.65
"Billion USD"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

Digital Realty delivered strong financial results in 2025, with robust top‑line growth, record leasing across our 0‑1 megawatt plus interconnection offering, and a substantial backlog that provides clear revenue visibility into 2026 and beyond.

— DIGITAL REALTY TRUST, INC., Q4 2025 2025 Earnings Call

The evolution of our private capital strategy is enabling us to efficiently scale development while maintaining a flexible balance sheet positioned for growth.

— DIGITAL REALTY TRUST, INC., Q4 2025 2025 Earnings Call

At the same time, we’re expanding the PlatformDIGITAL footprint to meet rising global demand.

— DIGITAL REALTY TRUST, INC., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Buildings
329
+0.3% YoY
Prior year: 328
count
Cross-connects
232.5K
+2.0% YoY
Prior year: 228.0K
count
Data Centers
310
+0.7% YoY
Prior year: 308
count
Net rentable square feet, excluding development space
43.2K
+3.4% YoY
Prior year: 41.8K
thousands
Occupancy at end of quarter
84.7
+0.8% YoY
Prior year: 84
%
Occupied square footage
36.6K
+4.2% YoY
Prior year: 35.1K
thousands
Same-capital occupancy at end of quarter
83.7
+0.4% YoY
Prior year: 83.4
%
Space held for development
4.7K
-7.2% YoY
Prior year: 5.1K
thousands
Space under active development
9.7K
+2.3% YoY
Prior year: 9.5K
thousands
Weighted average remaining lease term (years)
5
+2.0% YoY
Prior year: 4.9
years

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.