IRON MOUNTAIN INC (IRM) Earnings History

IRON MOUNTAIN INC - Q4 2025 Earnings

Filed at: Feb 12, 2026, 6:50 AM EST|Read from source

EXECUTIVE SUMMARY

Iron Mountain reported record fourth quarter and full year 2025 results, driven by strong performance across all key metrics and significant growth in its data center, digital, and asset lifecycle management businesses. The company issued robust guidance for 2026, indicating continued double-digit revenue and profit growth.

POSITIVE HIGHLIGHTS

  • •

    Total reported revenues for the fourth quarter were $1.8 billion, an increase of 16.6% year-over-year.

    positive
  • •

    Full year reported revenues increased 12.2% to $6.9 billion.

    positive
  • •

    Growth businesses (data center, digital, ALM) collectively grew more than 40% year-over-year in Q4 and over 30% for the full year.

    positive
  • •

    Adjusted EBITDA increased 16.6% to $705.3 million in Q4 and 15.1% to $2.6 billion for the full year.

    positive
  • •

    AFFO per share increased 16.1% to $1.44 in Q4 and 13.9% to $5.17 for the full year.

    positive
  • •

    Issued strong 2026 guidance with projected revenue growth of 10% to 13% and Adjusted EBITDA growth of 12% to 14%.

    positive

CONCERNS & RISKS

  • •

    Net Income decreased 11.9% to $93.1 million in Q4 and 17.1% to $152.3 million for the full year.

    negative
  • •

    Reported EPS decreased 14.3% to $0.30 in Q4 and 20% to $0.49 for the full year.

    negative
  • •

    Restructuring and Other Transformation costs increased 18.2% to $43.5 million in Q4 and 21.4% to $195.9 million for the full year.

    attention
  • •

    Loss (Gain) on Disposal/Write-Down of PP&E, Net increased significantly in Q4 and for the full year.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$1.84B
+16.6%
Prior year: $1.58B
Annual (YTD)
$6.90B
N/A
Prior year: $6.15B
Net Income
Quarterly
$93.12M
-11.9%
Prior year: $105.69M
Annual (YTD)
$152.25M
N/A
Prior year: $183.67M
EPS (Diluted)
Quarterly
$0.30
-14.3%
Prior year: $0.35
Operating Income
Quarterly
$341.04M
+20.8%
Prior year: $282.44M
Annual (YTD)
$1.16B
N/A
Prior year: $1.01B
EPS (Basic)
Quarterly
$0.30
-14.3%
Prior year: $0.35

MARGIN ANALYSIS

Operating Margin
Current Quarter
18.5%
Prior Year
17.9%
YoY Change
+64 bps
Net Margin
Current Quarter
5.0%
Prior Year
6.7%
YoY Change
-163 bps

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

MANAGEMENT GUIDANCE

FY2026

Total Revenue
$7625000.0B—$7775000.0B
Mid-point: $7700000.0B
"10% to 13% growth at midpoint"
Adjusted EBITDA
2,875,000,000—2,925,000,000
Mid-point: 2,900,000,000
"12% to 14% growth at midpoint"
AFFO
1,705,000,000—1,735,000,000
Mid-point: 1,720,000,000
"12% growth at midpoint"
AFFO Per Share
$5.69—$5.79
Mid-point: $5.74
"11% growth at midpoint"

Q1 2026

Total Revenue
"16% growth"
Adjusted EBITDA
"18% growth"
AFFO
"19% growth"
AFFO Per Share
"19% growth"

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

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Acquisition and Integration Costs
+$3.505M
$0.01 per share
Q4 2025
Restructuring and Other Transformation
+$43.48M
$0.15 per share
Q4 2025
Loss (Gain) on Disposal/Write-Down of PP&E, Net
+$16.666M
$0.06 per share
Q4 2025
Other Expense (Income), Net
+$15.722M
$0.05 per share
Q4 2025
Stock-Based Compensation Expense
+$21.685M
$0.07 per share
Full Year 2025
Acquisition and Integration Costs
+$19.545M
$0.07 per share
Full Year 2025
Restructuring and Other Transformation
+$195.912M
$0.66 per share
Full Year 2025
Loss (Gain) on Disposal/Write-Down of PP&E, Net
+$24.641M
$0.08 per share
Full Year 2025
Other Expense (Income), Net
+$118.473M
$0.40 per share
Full Year 2025
Stock-Based Compensation Expense
+$140.28M
$0.47 per share
Total Impact
+$599.909M$2.02 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

We are pleased to report another record performance in the fourth quarter above our expectations, concluding our fifth consecutive year of all-time highs for Revenue, Adjusted EBITDA, and AFFO.

— IRON MOUNTAIN INC, Q4 2025 2025 Earnings Call

Our team’s steadfast commitment to delivering innovative solutions for our customers as part of our growth strategy continues to drive exceptional performance across each of our business segments.

— IRON MOUNTAIN INC, Q4 2025 2025 Earnings Call

Our outlook for continued double digit revenue and profit growth in 2026 remains equally promising, as our growth businesses represent an increasingly larger portion of our revenue and our highly recurring physical records storage business sustains its solid growth trajectory.

— IRON MOUNTAIN 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.