业绩总结 - Iron Mountain的数据中心业务占据了公司约10%的营收，预计今年营收增长至少20%[6] - 公司预计今年将新增100兆瓦以上的租赁业务，比去年同期增长25%[6] - 公司在AI领域设立了卓越中心，致力于提高成本效率，特别是在客户服务方面[11] - 公司计划继续投资数据中心业务，通过现金流和债务杠杆来支持资本需求[16] - 公司在资产生命周期管理领域进行了多次收购，加强了在该领域的市场地位[28] 未来展望 - 公司在AI带来的长期增长机会，预计未来装机设备的价格将提高[9] - 公司预计资产生命周期管理业务将继续保持20%以上的年增长率[31] - 公司的数据中心业务预计EBITDA利润率将保持在低至中40%的范围内[37] - 部件定价已经开始回升，这将显著推动收入和盈利能力的增长[41] - 数据中心业务的现金回报率在9%以上，随着建设成本和借贷成本的上升而稳步增长[46] 新产品和新技术研发 - 公司在AI领域设立了卓越中心，致力于提高成本效率，特别是在客户服务方面[11] 市场扩张和并购 - 公司在资产生命周期管理领域进行了多次收购，加强了在该领域的市场地位[28] - 全球记录管理业务在数字解决方案方面表现强劲，预计将继续保持双位数增长[53] 负面信息 - 无 其他新策略和有价值的信息 - 公司计划通过项目Matterhorn实现长期增长目标，目前各项指标均超出预期[62] - 公司财务政策包括债务与EBITDA比率在4.5至5.5倍范围内，以及股息支付比率在低至中等60%范围内[69]

Iron Mountain Incorporated (NYSE:IRM) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 11:00 AM ET Company Participants Barry Hytinen - Chief Financial Officer Conference Call Participants Calvin Lam - Morgan Stanley Calvin Lam Maybe we'll begin now. So my name is Calvin Lam. I'm -- I run the communication services banking business at Morgan Stanley. I'm joined here on stage today by Barry Hytinen, the CFO of Iron Mountain; and Gill Tiltman, the Head of Investor Relations. So welcome, and ...

Shares of Iron Mountain (IRM -0.01%) soared 16.5% in February, according to data provided by S&P Global Market Intelligence. Driving up the real estate investment trust (REIT) was its strong fourth-quarter results and bullish outlook for 2024. Project Matterhorn is paying dividendsIron Mountain reported quarterly and full-year records for revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) last month. Revenue grew 7% for the year to nearly $5.5 billion, while adjust ...

动量投资 - Momentum投资是跟随股票近期趋势的理念[1] - Zacks Momentum Style Score有助于确定股票的动量[2] - IRM是一只具有动量评分A的2 (Buy)股票[13] IRM股票表现 - IRM的Zacks Rank为2 (Buy)[4] - IRM股价在过去一周上涨了8%，表现良好[8] - IRM股价在过去一季度上涨了23.8%，过去一年上涨了48.33%[9] - IRM的平均20日交易量为1,594,337股[10] 盈利前景 - IRM的盈利前景良好，预期收入从$4.22上升到$4.38[12]

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Sty ...

A professional works at a data center. gorodenkoff In investing, it's a simple fact of life that not all investments are going to pan out. That's why, to paraphrase investing legend, Peter Lynch, in this business, you're good if you're right six times out of 10. As I noted in my Broadcom (AVGO) article last month, I have adapted my investing strategy to cut losers before big losses stack up. Just as importantly, I also have remained steadfast in holding on to my winners for the most part. Dividend Channel O ...

Iron Mountain Incorporated (IRM) reported fourth-quarter adjusted funds from operations (AFFO) per share of $1.11 cents, beating the Zacks Consensus Estimate of $1.05.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 created a headwind. The company issued its outlook for 2024.Quarterly total revenues of $1.42 billion lagged the Zacks Consensus Estimate of $1.44 billion.On a year-over-year basi ...

Iron Mountain (IRM) reported $1.42 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 11%. EPS of $1.11 for the same period compares to $0.43 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.44 billion, representing a surprise of -1.50%. The company delivered an EPS surprise of +5.71%, with the consensus EPS estimate being $1.05.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

财务数据和关键指标变化 - 公司在第四季度和全年均创下收入和调整后EBITDA的新纪录,分别为14.2亿美元和20亿美元 [8] - 第四季度总收入同比增长8.7%,调整后EBITDA同比增长11% [26][27] - 全年收入同比增长7%,调整后EBITDA同比增长7% [31] - AFFO同比增长5%,达到12亿美元,每股4.12美元 [31] 各条业务线数据和关键指标变化 全球记录信息管理(RIM)业务 - 第四季度收入同比增长10%,达到11.9亿美元,调整后EBITDA同比增长9%,达到5.34亿美元 [32] - 全年收入同比增长8.5%,调整后EBITDA同比增长9% [32] 数据中心业务 - 第四季度收入同比增长32%,达到1.2亿美元,调整后EBITDA同比增长 [33] - 全年新增和扩展租赁达到124兆瓦,超过之前的预期 [34] 资产生命周期管理(ALM)业务 - 第四季度收入和EBITDA均有所改善,达到预期 [35] - 收购Regency Technologies后,能力和服务范围得到扩展 [36] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司通过"Matterhorn"计划,持续推进跨业务线的协同销售,取得了良好的成果 [9][10][11][12][13][14][15][18][19][20][21] - 公司在数据中心业务方面保持快速增长,并不断扩大与主要客户的合作 [16][17] - 公司收购Regency Technologies,进一步增强了资产生命周期管理业务的能力 [22] 管理层对经营环境和未来前景的评论 - 管理层对公司2023年的出色业绩表示满意,并对2024年的持续增长充满信心 [23] - 公司预计2024年收入、调整后EBITDA和AFFO将分别同比增长11%、12%和9% [41] 问答环节重要的提问和回答 问题1 **George Tong 提问** 询问ALM业务的表现,包括组件价格和业务量的变化情况,以及2024年的相关假设 [46][47] **William Meaney 和 Barry Hytinen 回答** - 组件价格在第四季度开始回升,预计2024年将继续改善,但假设幅度较为谨慎 [48][49][50] - 2024年ALM业务收入预计达到3.55亿美元,其中Regency贡献1.15亿美元 [49][50] 问题2 **Shlomo Rosenbaum 提问** 询问定价环境对收入增长的贡献,尤其是RIM业务 [53] **Barry Hytinen 回答** - RIM业务存储租金收入在2023年同比增长约8.5%,主要得益于良好的业务量增长和定价管理 [54][55] - 2024年RIM业务收入预计同比增长约6%,包括存储收入和服务收入的增长 [55] 问题3 **Nate Crossett 提问** 询问RIM业务量的预期,以及数据中心业务的定价和租赁情况 [57][58] **William Meaney 和 Barry Hytinen 回答** - RIM业务量在2024年预计将小幅增长 [61] - 数据中心业务的定价持续上涨,超过了利率上升的幅度,预计2024年新增和扩展租赁将达到100兆瓦 [58][59][60]

Iron Mountain (IRM) came out with quarterly funds from operations (FFO) of $1.11 per share, beating the Zacks Consensus Estimate of $1.05 per share. This compares to FFO of $0.98 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 5.71%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1 per share when it actually produced FFO of $0.99, delivering a surprise of -1%.Over the last four quarters, th ...