However, competition from industry peers may lead to aggressive pricing pressure and lower margins, weighing on the company's profitability. High interest rates add to its woes. What's Aiding IRM? Iron Mountain Incorporated (IRM) is poised to benefit from its recurring revenue business model. Also, its accretive acquisitions and data center business expansion efforts bode well. Its healthy balance sheet position is likely to support its growth endeavors. Iron Mountain enjoys a steady stream of recurring rev ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission file number 1-13045 IRON MOUNTAIN INCORPORATED (Exact Name of Registrant as Specified in Its Charter) Delaware 23-2588479 (State ...

Iron Mountain Incorporated (IRM) reported first-quarter 2024 adjusted funds from operations (AFFO) per share of $1.10, beating the Zacks Consensus Estimate of $1.05.Shares of the company have lost nearly 2.5% in the initial hours of the trading session today, reflecting broader market concerns.Iron Mountain’s results reflect solid performances in the storage and service segments and the data-center business. However, higher interest expenses in the quarter acted as a dampener. The company reaffirmed its out ...

财务数据和关键指标变化 - 公司在第一季度创下历史最高季度收入,达到14.8亿美元,同比增长12% [9] - 公司创下历史最高的第一季度调整后EBITDA,达到5.19亿美元,同比增长13% [9] - 公司的经常性现金流(AFFO)为3.24亿美元,每股1.10美元,同比增长9% [34] 各条业务线数据和关键指标变化 - 全球记录和信息管理(RIM)业务收入为12.1亿美元,同比增长7% [35] - 存储租赁收入增长6%,服务收入增长10% [36] - 全球数据中心业务收入为1.44亿美元,同比增长28% [37] - 资产生命周期管理(ALM)业务收入为8400万美元,同比增长103% [40] 各个市场数据和关键指标变化 - 公司在美国、阿联酋、英国等市场获得了新的重要客户和合同 [11-18] - 公司在摩洛哥、澳大利亚等市场获得了数字化转型项目 [16-18] 公司战略和发展方向及行业竞争 - 公司的"Matterhorn"项目成功将公司转型为以解决方案为中心的业务 [10] - 公司通过整合产品组合,为客户提供差异化的服务,实现强劲增长 [10] - 公司在数据中心业务方面持续投资,扩大了在北美、欧洲等地的布局 [19-20,38] - 公司在资产生命周期管理(ALM)业务方面进行了收购整合,提升了能力和效率 [21,40-41] 管理层对经营环境和未来前景的评论 - 管理层对公司的持续强劲业绩表示自豪,认为体现了"Matterhorn"项目的成功 [8,28] - 管理层对公司在全球240,000多家客户的信任表示感谢,并表示将继续为客户提供最佳解决方案 [29] - 管理层对公司在数据中心和ALM业务的发展前景表示乐观 [37-41] 问答环节重要的提问和回答 问题1 **George Tong 提问** 询问公司在存储业务方面的价格管理策略和实施情况 [48] **William Meaney 和 Barry Hytinen 回答** 公司在存储业务方面的价格管理策略正常推进,第一季度表现良好,超出预期 [49-53] 问题2 **Nate Crossett 提问** 询问公司在RIM业务和数据中心业务方面的未来预期 [55] **William Meaney 和 Barry Hytinen 回答** 公司在RIM业务方面预计未来保持稳定增长,在数据中心业务方面有很强的发展管线 [56-58] 问题3 **Brendan Lynch 提问** 询问公司ALM业务中价格和数量的变化情况 [60] **Barry Hytinen 回答** 公司ALM业务中价格和数量均有所增长,表现良好,超出预期 [61-65]

For the quarter ended March 2024, Iron Mountain (IRM) reported revenue of $1.48 billion, up 12.4% over the same period last year. EPS came in at $1.10, compared to $0.42 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.46 billion, representing a surprise of +0.97%. The company delivered an EPS surprise of +4.76%, with the consensus EPS estimate being $1.05.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street e ...

Iron Mountain (IRM) came out with quarterly funds from operations (FFO) of $1.10 per share, beating the Zacks Consensus Estimate of $1.05 per share. This compares to FFO of $0.97 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 4.76%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.05 per share when it actually produced FFO of $1.11, delivering a surprise of 5.71%.Over the last four quarter ...

Supplemental Financial Information First Quarter 2024 investors.ironmountain.com Table of Contents Section I - Q1 Earnings Press Release Q1 2024 Earnings Press Release 3 Section II - Financial Highlights and Organic Growth Financial and Operating Highlights 6 Organic Revenue Growth 7 Section III - Operational Metrics Global Storage Volume 8 Quarterly Operating Performance 9 Section IV - Balance Sheets, Statements of Operations and Reconciliations Condensed Consolidated Balance Sheets 10 Quarterly Condensed ...

Iron Mountain Incorporated (IRM) is slated to release first-quarter 2024 earnings results on May 2 before the opening bell. The quarterly results are likely to display year-over-year growth in revenues and funds from operations (FFO) per share.In the last reported quarter, this real estate investment trust (REIT) delivered a surprise of 5.71% in terms of adjusted FFO (AFFO) per share. Its results reflected solid performance in the storage and service segments, and the data-center business. However, higher o ...

美国经济数据 - 美国股市在上周因通胀数据而经历了一波猛烈的波动，但由于此前报告的公司季度业绩表现强劲，导致股市出现了一定程度的复苏[1] - 投资者对即将发布的关键美国经济数据持谨慎态度，这些数据可能预示着美联储今年降息的立场，市场普遍认为5月份的联邦储备政策会议中降息的可能性大幅下降[1] - 预计第一季度的GDP数据将在今天发布，而核心个人消费支出价格指数——美联储首选的通胀衡量指标，将在明天发布，专家普遍预计经济增长将超过2%，显示了经济的相对强劲[2] - 稳固的经济数据和高通胀压力使人对美联储今年提议的降息计划产生了疑虑，尽管联邦基金利率（在5.25%至5.50%之间）是23年来最高的，但美联储仍然保持利率不变，承诺在2024年降息三次[3] 投资策略 - 投资者采取观望态度，寻找“现金奶牛”股票以获得更高的回报，但仅仅识别现金充裕的股票并不足以构成一个坚实的投资提议，除非有像净资产收益率（ROE）这样的吸引人的效率比率支持[4] - ROE帮助投资者区分盈利公司和亏损公司，并有助于确定公司的财务健康状况，这一财务指标使投资者能够识别那些勤奋地将现金用于获得更高回报的公司[5] - ROE经常用于比较公司与同行业其他公司的盈利能力，ROE越高越好，它衡量了公司在不投入新股权资本的情况下如何将利润增加，并展示了管理层以风险调整后的回报奖励股东的效率[6] 股票筛选 - 为了筛选出现金充裕且ROE高的股票，公司将现金流大于10亿美元和ROE高于同行业作为主要筛选参数，此外，还考虑了其他几个标准以制定一个获胜的策略[7] - 价格/现金流比小于同行业：这一指标衡量投资者为获得1美元的自由现金流需要支付多少，较低的比率表明投资者需要支付更少的费用来获得更好的现金流产生股票[8] - 资产回报率（ROA）大于同行业：这一指标确定公司每一美元资产（包括现金、应收账款、房地产、设备、库存和家具）赚取多少利润，ROA越高对公司越有利[9] - 过去5年的每股收益历史增长率大于同行业：这一标准表明持续的盈利势头已转化为强劲的现金实力[10] - Zacks排名小于或等于2：Zacks排名1（强烈买入）或2（买入）的股票被认为无论市场环境如何都会表现优异[11] 筛选结果 - 通过筛选，公司列出了符合条件的10只股票中的5只，包括Iron Mountain、Suzano、PulteGroup、TE Connectivity和Valero[12] - Iron Mountain总部位于波士顿，主要从存储租金和服务中产生收入，长期盈利增长预期为4%，Zacks排名2[12] - Suzano总部位于巴西萨尔瓦多，是南美最大的纸浆和纸制品生产商，Zacks排名1[14] - PulteGroup总部位于亚特兰大，主要从房屋建筑和金融服务业务中获得收入，长期盈利增长预期为17.5%，Zacks排名1[16] - TE Connectivity总部位于瑞士沙夫豪森，设计和制造连接和保护消费者和工业产品中的电力和数据流的产品，长期盈利增长预期为9.3%，Zacks排名2[18] - Valero总部位于圣安东尼奥，是美国最大的独立炼油商和石油产品营销商，长期盈利增长预期为6%，Zacks排名2[20]

Iron Mountain (IRM) closed at $76.60 in the latest trading session, marking a +0.99% move from the prior day. This move lagged the S&P 500's daily gain of 1.2%. At the same time, the Dow added 0.69%, and the tech-heavy Nasdaq gained 1.59%.The the stock of real estate investment trust has fallen by 2.97% in the past month, leading the Finance sector's loss of 5.68% and the S&P 500's loss of 4.16%.The investment community will be paying close attention to the earnings performance of Iron Mountain in its upcom ...