Digital Realty Trust — 2026Q3 earnings
reported 2026-07-23
EPS $0.62 vs $0.73 est — miss
next session +11.0% (close 2026-07-23 → 2026-07-24)
Source
Press release ↗Earnings call
Earnings call webcast ↗Review
From the report
Digital Realty's second-quarter investor presentation highlighted record small-deal and interconnection bookings, a record backlog, two post-quarter hyperscale leases and raised full-year renewal-spread guidance.
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Bookings from 0-1 MW deals plus interconnection set another quarterly record at $108M, 52% of total second-quarter bookings, alongside 142 new logos added. show quote
“Another Record Quarter of 0-1MW + IX Bookings 142 New Logos Added $108M Bookings from 0-1MW + Interconnection 52% of total 2Q Bookings from 0-1 MW + Interconnection”
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After quarter end the company signed two hyperscale leases for $410M at 100% share, or $205M at Digital Realty's share. show quote
“Signed Two Hyperscale Leases for $410M at 100% share, or $205M at DLR share, post quarter end”
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Total backlog reached a record $1.9B at 100% share. show quote
“Record Total Backlog of $1.9B at 100% Share”
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The company raised its full-year renewal spread guidance by 250 bps. show quote
“Raised Full-Year Renewal Spread Guidance by 250 bps”
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The financial supplement's corporate profile sizes the portfolio at approximately 3.1 gigawatts of IT capacity, plus approximately 8.5 gigawatts of buildable IT capacity under active development and held for future development. show quote
“portfolio is comprised of approximately 3.1 gigawatts of IT capacity, as well as approximately 8.5 gigawatts of buildable IT capacity under active development and held for future development”
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as of 2026-09-23