Digital Realty Trust

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus estimates: total revenue reached $1.92B vs. $1.66B expected, and Diluted EPS (GAAP) was $1.21 vs. $0.49 expected. The variance was primarily driven by $201M in promote income following the acquisition of a 64% stake in two major Blackstone joint ventures. While capital expenditure of $1.63B exceeded the predicted ~$0.95B, robust leasing activity (255MW new/renewals) and insurance proceeds of $112.8M further bolstered the bottom line.