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GOVT-CONTRACT ·Filed Sep 11, 2026

IRM

IRON MOUNTAIN INC
NEUTRAL
Impact 3/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional option year exercises under this contract and any follow-on Treasury digitalization awards, which would signal deepening of the agency relationship.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
IRM ▲ +2.71% at T+20d
NEUTRAL call +2.71% · α vs SPY +0.45% · entry $112.06 → $115.10
Next anchor: T+60d in 6w
Latest observation: T+29 +8.06% FF3 residual α
Entry = T+0 close
Sep 14, 2026
via day close
T+1d
-0.02%
call -0.02% · α +0.44%
$112.04
settled 6w ago
T+5d
+4.31%
call +4.31% · α +2.65%
$116.89
settled 5w ago
T+20d
+2.71%
call +2.71% · α +0.45%
$115.10
settled 14d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Iron Mountain's subsidiary received a $41.9M contract modification from the Department of the Treasury exercising Option Year 1 for digitalization-as-a-service. The award represents approximately 0.52% of the company's annualized revenue, a routine but notable contract extension with a key federal agency.

Key Financial Metrics

Award Amount
$41.9M
Agency
Department of the Treasury
Contract Type
modification
Rev Impact
+0.5%

Key Facts

  • Contract modification P00007 exercises Option Year 1 under award 2023H225F00139
  • Obligation amount: $41,897,065.62
  • Awarding agency: Department of the Treasury
  • Recipient: Iron Mountain Information Management LLC (subsidiary of Iron Mountain Inc)
  • Company annualized revenue: $8,116,248,000
  • Award represents approximately 0.52% of annualized revenue

Financial Impact

$41.9M contract modification, approximately 0.52% of annualized revenue

revenue

Risk Factors

  • Government contract subject to funding availability and continuing resolution risk
  • Option year exercise does not guarantee future option periods will be exercised

Investment Themes

Real Estate

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-2023H225F00139
19 reports for IRM
Performance horizon
80% Hit rate @ T+5 4 of 5 directional calls Went positive at some point 4 of 6 best @ T+20▲ +10.82%Mar 2, 2026
Filters
Rows
Reports for IRM — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
Institutional Cluster
BEARISH ★ 4/10
$109.96awaiting T+5—$113.08 (−2.84%)
Oct 5, 2026
21d ago
Insider Cluster
BEARISH ★ 5/10
$116.50 $114.60▲ +1.63%▲ +1.49%$113.08 (+2.94%)
Sep 11, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$112.06 $116.89▲ +4.31%▲ +2.65%$113.08 (+0.91%)
Sep 2, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$114.09 $114.29▲ +0.17%▲ +1.32%$113.08 (−0.89%)
Aug 10, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$122.39 $126.67▲ +3.50%▲ +3.90%$113.08 (−7.61%)
Aug 5, 2026
11w ago
8-K
BULLISH ★ 7/10
$127.13 $124.36▼ −2.18%▼ −2.53%$113.08 (−11.05%)
Jul 2, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$116.38 $122.37▲ +5.15%▲ +5.43%$113.08 (−2.84%)
Jul 2, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$116.38 $122.37▲ +5.15%▲ +5.43%$113.08 (−2.84%)
Jul 2, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$116.38 $122.37▲ +5.15%▲ +5.43%$113.08 (−2.84%)
Jul 2, 2026
16w ago
Insider Cluster
NEUTRAL ★ 4/10
$116.38 $122.37▲ +5.15%▲ +5.43%$113.08 (−2.84%)
Showing 10 of 19

US Market Status

Market Closed — Opens Tue (16h)

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Report published Sep 11, 2026