Brand And Strategic PartnershipsIron Mountain has built a strong brand as a developer in the data center landscape, focusing on strategic partnerships with hyperscalers.
Financial GuidanceA bump to guidance and optimistic commentary on sales funnels across data centers, ALM and digital services should provide support for IRM, which offers one of the most attractive growth-adjusted multiples in all of REITs.
Revenue GrowthIRM put up ~22% organic growth in ALM, with expectations of ~25%+ this year, and appears relatively insulated from tariff fears.