IREN (IREN) earnings date & stock reaction
IREN · IREN · IT
IREN earnings date & time
Schedule
- Korea time (KST)
- Fri, November 6
- Reporting pattern
- 8 of last 8 after close
- Typical move
- ±10.3% · 8-report avg
What the market expects
Consensus EPS
$-0.51Coming in above this counts as a beat
“$4 billion of ARR is now contracted for our 2026 capacity, and $1 billion of that is operating today.”
“For FY27, we are guiding CapEx of approximately $25 billion to $30 billion.”
- ▲Explosive Growth in AI Cloud
- AI Cloud revenue reached $128.8 million in FY26, an 8x increase vs $16.4 million in FY25.
- Secured $4 billion in contracted ARR for 2026 capacity.
- ▲Capital-Efficient GPU Financing
- Raised $6.5 billion in GPU financing over the last three months, covering over 100% of associated GPU Capex with prepayments.
- Closed $2.8 billion in new financing for non-investment grade deployments at a 9% fixed rate.
- ▲Infrastructure Expansion and New Wins
- Successfully delivered the 50MW liquid-cooled Horizon 1 data center to Microsoft.
- Diversified customer base by signing multi-year contracts with AI leaders like Cohere and Perplexity.
- ▼Declining EBITDA and Net Losses
- Adjusted EBITDA fell to $245.7 million in FY26 vs $269.7 million in FY25.
- Reported a net loss of $702.6 million in FY26, driven by $638.8 million in non-cash impairments from mining hardware decommissioning.
- ▼Revenue Decline from Mining Phase-out
- Q4 total revenue was $137.2 million, down from $144.8 million in the previous quarter.
- Bitcoin mining revenue dropped to $66.7 million in Q4 from $111.2 million in the prior quarter due to hardware decommissioning.
- ▼Rising Operating Costs and Investment Needs
- Q4 Adjusted EBITDA declined sequentially due to higher headcount costs and platform investments.
- Projected FY27 Capex of $25-30 billion indicates significant upcoming cash flow requirements.
IREN (IREN) rose the day after earnings in 4 of its last 8 reports (50%), moving ±10.3% on average. It has fallen despite beating the consensus estimate 2 times.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
2/4 beats fell next day · watches AI-cloud revenue · power
- Jun 2026 report-12.5%
- Mar 2026 report-9.9%
- Dec 2025 report+5.1%
- Sep 2025 report-6.8%
- Jun 2025 report+14.9%
- Mar 2025 report-2.8%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 6/2026 | 2026-08-27 | +44.1% | -12.5% | +2.8% |
| 3/2026 | 2026-05-08 | +38.4% | -9.9% | -13.5% |
| 12/2025 | 2026-02-05 | +88.4% | +5.1% | +0.6% |
| 9/2025 | 2025-11-06 | — | -6.8% | -27.3% |
| 6/2025 | 2025-08-28 | -4.5% | +14.9% | +13.5% |
| 3/2025 | 2025-05-14 | — | -2.8% | +11.5% |
8 reports, quarters ending 9/2024 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next IREN earnings date?
The next IREN (IREN) earnings report is expected Thu, November 5 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for IREN's next earnings?
Analysts expect EPS of about $-0.51 for IREN (IREN). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does IREN (IREN) stock usually go up after earnings?
Over the last 8 earnings reports, the stock rose on 4 of them (50%). The average move on earnings day was ±10.3%.
Does IREN react more to the earnings numbers or to guidance?
In 4 of the last 8 reports (50%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can IREN stock fall even when earnings are good?
Yes. In 1 of the last 8 reports, IREN fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does IREN stock keep moving after the earnings day?
Over the last 8 reports, the move continued in the same direction for the following five trading days 38% of the time. This tendency is known as post-earnings announcement drift.