Iron Mountain Inc. (IRM)
Iron Mountain: Strong Core Operations And Fresh Value
Iron Mountain now trades at a compelling valuation after a sharp selloff, with a forward 'true' AFFO multiple of 17x and 11% growth. The legacy records business continues to show pricing power, while data center expansion is delivering double-digit IRRs with derisked, pre-leased contracts. Key risks include potential margin compression from international mix shift and future data center overbuild, but fundamentals remain robust and support a long position.
Iron Mountain: Discounted Valuations, Richer Yields, & Resilient AI/Legacy Business Monetization
IRM is an even better Buy after the steep correction, thanks to the robust data center monetization trends and the resilient legacy RIM business for excellent capital appreciation/dividend returns. The data center segment drives profitable, high growth trends while being supported by aggressive capex, strong leasing pipelines, and higher renewal rates. IRM's main monetization avenue through legacy RIM/storage business remains resilient to the rapidly changing industry trends, thanks to the wide customer base with lease terms at ~14.5 years.
Iron Mountain: Business Issues And High Valuation Make Me Wary (Downgrade)
Iron Mountain Incorporated has shifted toward data centers and digital solutions, driving double-digit revenue growth but not translating into sustainable free cash flow. IRM's aggressive use of non-GAAP metrics and rising leverage—actual net debt/EBITDA near 7.8x—raises material concerns about transparency and financial health. Despite a 10% dividend hike and a 4% yield, IRM's cash burn and high debt levels threaten long-term sustainability and credit quality.
Iron Mountain Incorporated (IRM) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript
Iron Mountain Incorporated ( IRM ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 1:20 PM EST Company Participants Barry Hytinen - Executive VP & CFO Conference Call Participants Alexander EM Hess - JPMorgan Chase & Co, Research Division Presentation Alexander EM Hess JPMorgan Chase & Co, Research Division Good afternoon, everyone.
Iron Mountain Incorporated (IRM) Q3 2025 Earnings Call Transcript
Iron Mountain Incorporated ( IRM ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Mark Rupe - Senior VP & Head of Investor Relations William Meaney - President, CEO & Director Barry Hytinen - Executive VP & CFO Conference Call Participants Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Eric Luebchow - Wells Fargo Securities, LLC, Research Division Tobey Sommer - Truist Securities, Inc., Research Division Brendan Lynch - Barclays Bank PLC, Research Division Shlomo Rosenbaum - Stifel, Nicolaus & Company, Incorporated, Research Division Andrew Steinerman - JPMorgan Chase & Co, Research Division Kevin McVeigh - UBS Investment Bank, Research Division Nathan Daniel Crossett - BNP Paribas, Research Division Presentation Operator Good morning, and welcome to the Iron Mountain Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
Iron Mountain's Q3 AFFO Beats, Revenues Improve Y/Y, Dividend Raised
IRM posts solid Q3 growth with AFFO up 16.8% and strong data center gains while boosting its dividend by 10%.
Iron Mountain (IRM) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Iron Mountain (IRM) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Iron Mountain (IRM) Surpasses Q3 Earnings Estimates
Iron Mountain (IRM) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $0.42 per share a year ago.
Gear Up for Iron Mountain (IRM) Q3 Earnings: Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Iron Mountain (IRM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
Iron Mountain (IRM) is a Top-Ranked Growth Stock: Should You Buy?
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Iron Mountain Incorporated (IRM) Presents at Global Communications Infrastructure Conference Transcript
Iron Mountain Incorporated (NYSE:IRM ) Global Communications Infrastructure Conference September 16, 2025 11:40 AM EDT Company Participants William Meaney - President, CEO & Director Barry Hytinen - Executive VP & CFO Conference Call Participants Jonathan Atkin - RBC Capital Markets, Research Division Presentation Jonathan Atkin RBC Capital Markets, Research Division Welcome, everybody. I'm Jon Atkin with RBC and pleased to be spending the next 20 minutes with the CEO of Iron Mountain, Bill Meaney; and the Chief Financial Officer, Barry Hytinen.
Iron Mountain Incorporated (IRM) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)
Iron Mountain Incorporated (NYSE:IRM ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 11:50 AM EDT Company Participants Barry Hytinen - Executive VP & CFO Conference Call Participants Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Presentation Keen Fai Tong Research Analyst Okay. Good morning, and welcome.
