Iron Mountain Incorporated (NYSE: IRM) is a global leader in information management services. Founded in 1951 and trusted by more than 240,000 customers worldwide, Iron Mountain serves to protect and elevate the power of our customers' work. Through a range of offerings including digital transformation, data centers, secure records storage, information management, asset lifecycle management, secure destruction and art storage and logistics, Iron Mountain helps businesses bring light to their dark data, enabling customers to unlock value and intelligence from their stored digital and physical assets at speed and with security, while helping them meet their environmental goals.

Iron Mountain выглядит как бизнес с устойчивой выручкой и приемлемой операционной рентабельностью, но с очень тяжёлой структурой баланса. Выручка растёт по годам и достигла 1.936 млрд, а валовая прибыль и операционная прибыль также увеличиваются, что поддерживает базовую оценку компании. При этом чистая маржа остаётся низкой, а ROA и ROI заметно ниже отраслевых ориентиров, что говорит о слабой отдаче на активы и капитал. P/S немного выше медианы отрасли, а P/E выглядит крайне высоким, что ограничивает потенциал переоценки и требует осторожности даже при росте прибыли. P/B и P/FCF формально выглядят аномально низкими или нулевыми, но такие значения здесь не дают полноценного сигнала о недооценке из-за особенностей структуры капитала и качества денежных потоков. Ликвидность слабая: current ratio ниже 1, quick ratio равен нулю, а денежная подушка невелика относительно масштаба обязательств. Долговая нагрузка остаётся ключевым риском, поскольку долгосрочный долг и совокупные обязательства велики, а собственный капитал отрицательный, что ухудшает профиль финансовой устойчивости. Дивидендная доходность снизилась до нуля, поэтому дивидендный фактор больше не поддерживает инвестиционный кейс. Сильная сторона компании — масштаб, рост активов, выручки и операционной прибыли, а также стабильная генерация EBITDA. Слабая сторона — высокая оценка по прибыли, слабая ликвидность и перегруженный баланс, из-за чего рынок, вероятно, уже учитывает часть улучшений в цене. В целом фундаментал скорее поддерживает умеренно позитивный долгосрочный взгляд на бизнес, но не оправдывает агрессивного повышения целевой цены. Для инвестора это история про качественный, но капиталоёмкий и долговой актив с ограниченным апсайдом без дальнейшего улучшения баланса и снижения стоимости капитала.

Iron Mountain Incorporated (Delaware)

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Слабый индекс, значительно вырос. Рынок на стороне быков.

Weak index, significantly up. The market is on the bulls' side.

Средний индекс, значительно вырос. Увеличился приток средств в лонги.

Medium index, significantly up. The inflow of funds into longs has increased.

Рост выручки и прибыли поддерживает IRM, но высокий P/E, слабая ликвидность и тяжёлый долг ограничивают потенциал переоценки.

Looking at the universe of stocks we cover at Dividend Channel, on 6/15/26, Iron Mountain Inc (Symbol: IRM) will trade ex-dividend, for its quarterly dividend of $0.864, payable on 7/3/26. As a percentage of IRM's recent stock price of $126.37, this dividend works out to approximately 0.68%, so look for shares of Iron Mountain Inc to trade 0.68% lower — all else being equal — when IRM shares open for trading on 6/15/26.
In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from IRM is likely to continue, and whether the current estimated yield of 2.73% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of IRM shares, versus its 200 day moving average:
Looking at the chart above, IRM's low point in its 52 week range is $77.77 per share, with $134.09 as the 52 week high point — that compares with a last trade of $125.70.
According to the ETF Finder at ETF Channel, IRM makes up 5.95% of the AGF U.S. Market Neutral Anti-Beta Fund ETF (Symbol: BTAL) which is trading lower by about 0.3% on the day Friday. (see other ETFs holding IRM).
In Friday trading, Iron Mountain Inc shares are currently up about 1% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
Further IRM Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Div Reminder for Iron Mountain (IRM)

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Portfolio S&P 500 High Dividend ETF (Symbol: SPYD) where we have detected an approximate $162.5 million dollar outflow -- that's a 2.2% decrease week over week (from 156,200,000 to 152,800,000). Among the largest underlying components of SPYD, in trading today APA Corp (Symbol: APA) is off about 0.4%, Skyworks Solutions Inc (Symbol: SWKS) is off about 0.2%, and Iron Mountain Inc (Symbol: IRM) is lower by about 0.1%. For a complete list of holdings, visit the SPYD Holdings page » The chart below shows the one year price performance of SPYD, versus its 200 day moving average:
Looking at the chart above, SPYD's low point in its 52 week range is $41.6754 per share, with $48.53 as the 52 week high point — that compares with a last trade of $47.70. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further SPYD Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable ETF Outflow Detected - SPYD, APA, SWKS, IRM

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Clean Harbors (CLH) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.
Clean Harbors is a member of the Business Services sector. This group includes 233 individual stocks and currently holds a Zacks Sector Rank of #9. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.
The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Clean Harbors is currently sporting a Zacks Rank of #2 (Buy).
Over the past 90 days, the Zacks Consensus Estimate for CLH's full-year earnings has moved 4.4% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Based on the most recent data, CLH has returned 22.3% so far this year. In comparison, Business Services companies have returned an average of -10.4%. This means that Clean Harbors is outperforming the sector as a whole this year.
Iron Mountain (IRM) is another Business Services stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 54.8%.
Over the past three months, Iron Mountain's consensus EPS estimate for the current year has increased 3.8%. The stock currently has a Zacks Rank #2 (Buy).
Looking more specifically, Clean Harbors belongs to the Waste Removal Services industry, which includes 21 individual stocks and currently sits at #105 in the Zacks Industry Rank. On average, stocks in this group have lost 7.8% this year, meaning that CLH is performing better in terms of year-to-date returns.
In contrast, Iron Mountain falls under the Business - Information Services industry. Currently, this industry has 7 stocks and is ranked #33. Since the beginning of the year, the industry has moved -1.4%.
Clean Harbors and Iron Mountain could continue their solid performance, so investors interested in Business Services stocks should continue to pay close attention to these stocks.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Are Business Services Stocks Lagging Clean Harbors (CLH) This Year?

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.
By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.
However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.
Iron Mountain (IRM) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank.
Research shows that stocks carrying the best growth features consistently beat the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).
Here are three of the most important factors that make the stock of this real estate investment trust a great growth pick right now.
Earnings Growth
Arguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Iron Mountain is 3.3%, investors should actually focus on the projected growth. The company's EPS is expected to grow 175.7% this year, crushing the industry average, which calls for EPS growth of 10.8%.
Cash Flow Growth
Cash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.
Right now, year-over-year cash flow growth for Iron Mountain is 16.3%, which is higher than many of its peers. In fact, the rate compares to the industry average of 6.8%.
While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 10.3% over the past 3-5 years versus the industry average of 8.3%.
Promising Earnings Estimate Revisions
Beyond the metrics outlined above, investors should consider the trend in earnings estimate revisions. A positive trend is a plus here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The current-year earnings estimates for Iron Mountain have been revising upward. The Zacks Consensus Estimate for the current year has surged 2.8% over the past month.
Bottom Line
While the overall earnings estimate revisions have made Iron Mountain a Zacks Rank #2 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination positions Iron Mountain well for outperformance, so growth investors may want to bet on it.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Reasons Growth Investors Will Love Iron Mountain (IRM)

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Hartford Insurance Group Inc (Symbol: HIG) has taken over the #263 spot from Iron Mountain Inc (Symbol: IRM), according to The Online Investor.
Market capitalization is an important data point for investors to keep an eye on, for various reasons. The most basic reason is that it gives a true comparison of the value attributed by the stock market to a given company's stock. Many beginning investors look at one stock trading at $10 and another trading at $20 and mistakenly think the latter company is worth twice as much — that of course is a completely meaningless comparison without knowing how many shares of each company exist. But comparing market capitalization (factoring in those share counts) creates a true "apples-to-apples" comparison of the value of two stocks. In the case of Hartford Insurance Group Inc (Symbol: HIG), the market cap is now $37.47 billion, versus Iron Mountain Inc (Symbol: IRM) at $37.43 billion.
Below is a chart of Hartford Insurance Group Inc versus Iron Mountain Inc plotting their respective size rank within the S&P 500 over time (HIG plotted in blue; IRM plotted in green):
Below is a three month price history chart comparing the stock performance of HIG vs. IRM:
Another reason market capitalization is important is where it places a company in terms of its size tier in relation to peers — much like the way a mid-size sedan is typically compared to other mid-size sedans (and not SUV's). This can have a direct impact on which mutual funds and ETFs are willing to own the stock. For instance, a mutual fund that is focused solely on Large Cap stocks may for example only be interested in those companies sized $10 billion or larger. Another illustrative example is the S&P MidCap index which essentially takes the S&P 500 index and "tosses out" the biggest 100 companies so as to focus solely on the 400 smaller "up-and-comers" (which in the right environment can outperform their larger rivals). So a company's market cap, especially in relation to other companies, carries great importance, and for this reason we at The Online Investor find value to putting together these rankings daily.
Examine the full HIG market cap history vs. the full IRM market cap history.
At the closing bell, HIG is off about 0.6%, while IRM is up about 1.2% on the day Thursday.
Also see:
Paul Singer Stock Picks
Top Ten Hedge Funds Holding KIO
Utilities Dividend Stock List
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Hartford Insurance Group Now #263 Largest Company, Surpassing Iron Mountain

For Immediate Release
Chicago, IL – May 15, 2026 – Today, Zacks Investment Ideas feature highlights Iron Mountain IRM, Cisco CSCO and nVent Electric NVT.
Data Center Trends Lead to Record Results for These 3 Companies
The 2026 Q1 earnings season is nearing its end for S&P 500 members, with just a small portion yet to report their results. It’s been another period of momentum and strength, with both earnings and revenue growth remaining rock-solid across the board.
So far, several companies have posted notably strong results, including Iron Mountain, Cisco and nVent Electric, which each set quarterly sales records and are enjoying momentum thanks to the AI buildout.
Cisco Sees Record Demand
With an industry-leading networking portfolio, AI-native security solutions, and operating systems, Cisco is well-positioned to provide the critical infrastructure for the AI era.
Sales of $15.8 billion reflected a record for the company, also exceeding the high end of its prior guidance. The company noted broad-based, record-high demand for its technology, with overall product orders growing by a sizable 35% YoY. Importantly, data center switching orders grew 40% from the year-ago period, underpinning its important role amid the buildout.
Favorable EPS revisions for its current and next fiscal year have helped land it into a Zacks Rank #2 (Buy), with shares also soaring throughout 2026.
nVent Electric Soars
nVent Electric designs, manufactures, markets, installs, and services high-performance products and solutions that connect and protect some of the world's most sensitive equipment, buildings, and critical processes.
Sales of $1.2 billion in nVent Electric’s latest release grew 53% YoY, setting a new company record. The company also reported record orders and an all-time high backlog, underpinned by the favorable demand environment it’s currently in.
Momentum within data center solutions led it to increase its full-year sales and EPS guidance. The stock sports the highly coveted Zacks Rank #1 (Strong Buy), with its current and next year EPS outlook remaining highly bullish.
Iron Mountain Raises Guidance
Iron Mountain builds and operates high-security, high-power facilities where they lease space, cooling, and massive electrical capacity to major corporations that need a physical home for their AI servers and data hardware.
The company reported record results across several key performance metrics in its latest release, with record sales of $1.9 billion growing 22% YoY thanks to strong performance across its growth businesses of data center, asset lifecycle management (ALM), and digital.
Iron Mountain is also off to a strong start to the year in data center leasing, leasing 32 megawatts through April. Given the outsized growth and favorable trends of growing data center capacity coming online, the company raised its full-year guidance, adding to the positivity.
Like those above, the EPS outlook for its current and next fiscal years remains nicely bullish, helping support its share momentum.
Bottom Line
All three companies above – Iron Mountain, Cisco and nVent Electric – posted rock-solid quarterly results this cycle, delivering record sales and seeing strong momentum thanks to data center trends stemming from the AI buildout.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks Investment Ideas feature highlights: Iron Mountain, Cisco and nVent Electric

The 2026 Q1 earnings season is nearing its end for S&P 500 members, with just a small portion yet to report their results. It’s been another period of momentum and strength, with both earnings and revenue growth remaining rock-solid across the board.
So far, several companies have posted notably strong results, including Iron Mountain IRM, Cisco CSCO, and nVent Electric NVT, which each set quarterly sales records and are enjoying momentum thanks to the AI buildout.
Cisco Sees Record Demand
With an industry-leading networking portfolio, AI-native security solutions, and operating systems, Cisco is well-positioned to provide the critical infrastructure for the AI era.
Sales of $15.8 billion reflected a record for the company, also exceeding the high end of its prior guidance. The company noted broad-based, record-high demand for its technology, with overall product orders growing by a sizable 35% YoY. Importantly, data center switching orders grew 40% from the year-ago period, underpinning its important role amid the buildout.
Favorable EPS revisions for its current and next fiscal year have helped land it into a Zacks Rank #2 (Buy), with shares also soaring throughout 2026.
Image Source: Zacks Investment Research
nVent Electric Soars
nVent Electric designs, manufactures, markets, installs, and services high-performance products and solutions that connect and protect some of the world's most sensitive equipment, buildings, and critical processes.
Sales of $1.2 billion in nVent Electric’s latest release grew 53% YoY, setting a new company record. The company also reported record orders and an all-time high backlog, underpinned by the favorable demand environment it’s currently in.
Momentum within data center solutions led it to increase its full-year sales and EPS guidance. The stock sports the highly coveted Zacks Rank #1 (Strong Buy), with its current and next year EPS outlook remaining highly bullish.
Image Source: Zacks Investment Research
Iron Mountain Raises Guidance
Iron Mountain builds and operates high-security, high-power facilities where they lease space, cooling, and massive electrical capacity to major corporations that need a physical home for their AI servers and data hardware.
The company reported record results across several key performance metrics in its latest release, with record sales of $1.9 billion growing 22% YoY thanks to strong performance across its growth businesses of data center, asset lifecycle management (ALM), and digital.
Iron Mountain is also off to a strong start to the year in data center leasing, leasing 32 megawatts through April. Given the outsized growth and favorable trends of growing data center capacity coming online, the company raised its full-year guidance, adding to the positivity.
Like those above, the EPS outlook for its current and next fiscal years remains nicely bullish, helping support its share momentum.
Image Source: Zacks Investment Research
Bottom Line
All three companies above – Iron Mountain IRM, Cisco CSCO, and nVent Electric NVT – posted rock-solid quarterly results this cycle, delivering record sales and seeing strong momentum thanks to data center trends stemming from the AI buildout.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Data Center Trends Lead to Record Results for These 3 Companies

OUTFRONT Media Inc. OUT posted first-quarter 2026 adjusted funds from operations (AFFO) of 34 cents per share, beating the Zacks Consensus Estimate of 28 cents by 21.43%. Revenues rose 10% year over year to $429.6 million and topped expectations by 2.32%.
Results reflected stronger pricing and demand across the portfolio, with transit revenues up 22.3% and billboard yield improving 11%. Digital revenues also remained a meaningful contributor, with automated channels supporting revenue quality and mix.
OUT Sees Billboard Gains, Lifted by Condemnation Proceeds
Billboard revenues increased 7.1% year over year to $332.9 million. Management attributed the improvement to higher proceeds from condemnations and an increase in average revenue per display (yield), including the impact of programmatic platforms on digital billboard revenues.
Operationally, billboard yield increased to $2,911 per average display per month from $2,623 a year ago. The mix showed digital billboard revenues representing 29.4% of total billboard revenues in the quarter, helping support pricing even as the company continued to work through lost billboards in the period.
OUT’s Transit Momentum Remains the Standout
Transit revenues rose 22.3% year over year to $95 million. The increase was driven primarily by higher average revenues per display, partially offset by the impact of new and lost transit franchise contracts.
Digital is also a sizable part of the transit model. Digital represented 47.1% of transit revenues in the quarter, up from 45.8% a year ago, underscoring the role of digital deployments and yield improvement in accelerating top-line performance across key transit markets.
OUT Expands Profit Leverage as Revenue Outpaces Costs
Profitability improved sharply in the quarter, driven by strong operating leverage. Operating income climbed to $55.9 million from $13.9 million in the year-ago period, reflecting solid revenue growth that materially outpaced expense growth.
Adjusted OIBDA increased 56.4% year over year to $100.4 million, pushing the adjusted OIBDA margin to 23.4% from 16.4% a year ago. Segment dynamics mattered: billboard adjusted OIBDA improved to $116.4 million from $99 million, while the transit adjusted OIBDA loss narrowed to $1.40 million, signaling meaningful improvement in transit profitability versus the prior-year quarter.
OUT’s Expense Mix Shows Targeted Pressure Points
Total operating expenses increased 2.8% year over year to $227.5 million. The company cited higher variable billboard property lease expenses and higher transit franchise costs, including higher guaranteed minimum annual payments to the New York MTA due to inflation, along with higher production, maintenance and utilities costs.
Notably, SG&A moved in the other direction. Selling, general and administrative expenses declined 6.5% to $107.3 million, primarily due to lower compensation-related expenses, including severance and salaries, and lower customer credit card usage by customers.
OUT Delivers Strong Cash Generation and Higher Capex
Cash generation strengthened alongside the earnings rebound. Net cash flow provided by operating activities was $75.3 million in the quarter, increased 124.1%, driven by higher net income adjusted, the timing of accounts receivables, and a decrease in accounts payable and accrued expenses.
Investment spending also stepped up. Total capital expenditures rose 40.1% year over year to $24.1 million, due to increased growth in digital displays, higher maintenance spending for billboard display upgrades and spending for safety-related projects.
OUT Highlights Liquidity and Maintains Payout
OUT ended the quarter with $67.2 million in unrestricted cash. Liquidity also included $494.9 million of availability under the revolving credit facility and $150 million of additional availability under the accounts receivable securitization facility, providing flexibility for operations and investment priorities. Total indebtedness was $2.6 billion as of March 31, 2026, and the weighted average cost of debt stood at 5.3%.
On capital returns, the company declared a quarterly dividend of 30 cents per share, payable on June 30, 2026.
OUT’s Zacks Rank
Currently, OUTFRONT Media has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
OUTFRONT Media Inc. Price, Consensus and EPS Surprise
Performance of Other REITs
Vornado Realty Trust VNO posted first-quarter 2026 FFO, as adjusted, of 52 cents per share, in line with the Zacks Consensus Estimate. This compares unfavorably to the FFO of 63 cents a year ago. Total revenues of $459.11 million edged down 0.5% year over year but beat the consensus mark by 3.57%.
Results displayed year-over-year growth in same-store net operating income and occupancy for the New York and THE MART portfolios. The company witnessed decent leasing activities in these portfolios.
Iron Mountain Incorporated IRM reported first-quarter 2026 AFFO per share of $1.43, topping the Zacks Consensus Estimate by 2.88%. The figure grew 22.2% year over year. Total revenues of $1.94 billion beat the consensus mark by 4.31% and rose 21.6% year over year.
The quarter reflected broad-based momentum, led by strong expansion in growth businesses and solid pricing in the core storage franchise. Organic revenue growth was 17.2% year over year, underscoring continued demand and effective revenue management. The company raised its 2026 AFFO per share outlook.
Note: Anything related to earnings presented in this write-up represents FFO — a widely used metric to gauge the performance of REITs.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

OUT's Q1 AFFO Beats Estimates on Transit & Billboard Growth

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores?
The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value Score
For value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth Score
Growth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum Score
Momentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM Score
What if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank
The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Iron Mountain (IRM)
Boston, MA-based Iron Mountain Incorporated provides records & information management services and data center space & solutions in several countries. The company started operating as a real estate investment trust (REIT) starting from the taxable year ended Dec. 31, 2014. This S&P 500 member serves more than 240,000 customers from various industries through several facilities.
IRM is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Business Services stock. IRM has a Momentum Style Score of A, and shares are up 16.7% over the past four weeks.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.13 to $5.85 per share. IRM also boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, IRM should be on investors' short list.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Iron Mountain (IRM) is a Top Momentum Stock for the Long-Term

Host Hotels & Resorts, Inc. HST reported first-quarter 2026 adjusted funds from operations (FFO) per share of 67 cents, beating the Zacks Consensus Estimate of 63 cents by 6.3%. The metric increased 4.7% from the prior-year quarter.
Total revenues were $1.65 billion, up 3.2% year over year and ahead of the Zacks Consensus Estimate of $1.63 billion. Results benefited from stronger portfolio-level pricing and demand, with comparable hotel RevPAR rising 4.4% and comparable hotel Total RevPAR up 4.6% from first-quarter 2025.
HST’s RevPAR Gains Led by Room Rate Strength
Comparable hotel RevPAR was $244.11 in the quarter, supported primarily by higher room rates. Average room rate increased to $347.24 from $334.24 a year ago, while comparable average occupancy edged up to 70.3% from 69.9%.
Performance varied by market, with San Francisco/San Jose posting a 25.6% RevPAR gain and Miami up 14.9%. The company also cited strong performances tied to San Francisco around the Super Bowl and strength across the Florida markets, though results in Hawaii reflected impacts from the Kona Low rainstorm in March 2026.
HST Sees Margin Lift on Better Operations
GAAP operating profit improved to $319 million from $285 million in first-quarter 2025, translating to an operating profit margin of 19.4% versus 17.9% a year ago. Net income rose to $501 million from $251 million, aided by asset-sale activity in the period.
Comparable hotel EBITDA increased 7% year over year to $505 million. Comparable hotel EBITDA margin expanded 70 basis points to 32.7%, as rate-driven gains outweighed higher wage expenses, while adjusted EBITDAre increased 5.6% to $543 million.
HST’s Dispositions and Other Items Shaped Results
HST recorded a $242 million gain on dispositions in the quarter, reflecting the sale of three hotels during first-quarter 2026. The company highlighted the February 2026 sales of the Four Seasons Resort Orlando at Walt Disney World Resort and the Four Seasons Resort and Residences Jackson Hole for $1.1 billion, as well as the January 2026 sale of The St. Regis Houston for $51 million.
The quarter also included four condominium sales adjacent to the Four Seasons Resort Orlando development, which contributed $4 million to net income and adjusted EBITDAre. In addition, the company recognized business interruption proceeds of $7 million related to damage caused by Hurricanes Helene and Milton in 2024.
HST Emphasizes Liquidity and Shareholder Returns
Total available liquidity was approximately $3.4 billion, including FF&E escrow reserves of $151 million and $1.5 billion available under its revolver. The company ended the quarter with cash and cash equivalents of $1.703 billion. Total debt was $5.1 billion, with a weighted average maturity of 4.9 years and a weighted average interest rate of 4.8%, and management noted no maturities in 2026.
Capital returns remained active. HST repurchased 4.0 million shares for $75 million during the quarter, leaving $405 million of remaining authorization. The board also declared a second-quarter cash dividend of 92 cents per share, consisting of a 20 cents per share of regular quarterly dividend and a 72 cents per share of special dividend, payable July 15, 2026, to stockholders of record on June 30, 2026.
HST Raises 2026 RevPAR View and Issues FFO Range
Management raised its full-year 2026 comparable hotel RevPAR growth guidance range to 3.0% to 4.5%, compared to the prior range of 2.0% to 3.5%. It lifted comparable hotel Total RevPAR growth guidance to 3.5% to 5.0%, compared to 2.5% to 4.0%. The outlook assumes a stable operating environment, with leisure transient strength supported by special events such as FIFA World Cup games and modest improvements in short-term group booking trends.
For the full-year 2026, HST now projects adjusted EBITDAre of $1.785-$1.835 billion, compared to prior range of $1,740-$1,800. The company also expects adjusted FFO per share of $2.10-$2.16, compared to $2.03-$2.11 previously guided. The Zacks Consensus Estimate is pinned at $2.09.
HST’s Zacks Rank
Host Hotels currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Host Hotels & Resorts, Inc. Price, Consensus and EPS Surprise
Performance of Other REITs
Vornado Realty Trust VNO posted first-quarter 2026 FFO, as adjusted, of 52 cents per share, in line with the Zacks Consensus Estimate. This compares unfavorably to the FFO of 63 cents a year ago. Total revenues of $459.11 million edged down 0.5% year over year but beat the consensus mark by 3.57%.
Results displayed year-over-year growth in same-store net operating income and occupancy for the New York and THE MART portfolios. The company witnessed decent leasing activities in these portfolios.
Iron Mountain Incorporated IRM reported first-quarter 2026 adjusted FFO per share of $1.43, topping the Zacks Consensus Estimate by 2.88%. The figure grew 22.2% year over year. Total revenues of $1.94 billion beat the consensus mark by 4.31% and rose 21.6% year over year.
The quarter reflected broad-based momentum, led by strong expansion in growth businesses and solid pricing in the core storage franchise. Organic revenue growth was 17.2% year over year, underscoring continued demand and effective revenue management. The company raised its 2026 adjusted FFO per share outlook.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Iron Mountain Incorporated (Delaware)

Sign up and unlock all the capabilities of the AI-screener