For the quarter ended September 2026, Equinix (EQIX) reported revenue of $2.57 billion, up 11% over the same period last year. EPS came in at $11.64, compared to $3.81 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.57 billion, representing a surprise of +0.06%. The company delivered an EPS surprise of +10.75%, with the consensus EPS estimate being $10.51.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Equinix performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Quarter End Utilization - Worldwide: 78% versus 77.7% estimated by two analysts on average. Cabinet Equivalent Capacity - EMEA: 144,500 versus 142,850 estimated by two analysts on average. Cabinet Equivalent Capacity - APAC: 96,400 versus the two-analyst average estimate of 97,150. Quarter End Utilization - EMEA: 77% versus 77.7% estimated by two analysts on average. Geographic Revenues- Asia-Pacific: $545 million compared to the $542.71 million average estimate based on four analysts. The reported number represents a change of +9.7% year over year. Geographic Revenues- EMEA: $878 million compared to the $861.73 million average estimate based on four analysts. The reported number represents a change of +12% year over year. Geographic Revenues- Americas: $1.15 billion versus the four-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +10.9%. Geographic Revenues- Asia-Pacific- Recurring- Colocation: $403 million compared to the $401.14 million average estimate based on three analysts. The reported number represents a change of +9.8% year over year. Revenues- Recurring revenues: $2.44 billion compared to the $2.43 billion average estimate based on four analysts. The reported number represents a change of +10.3% year over year. Revenues- Non-recurring revenues: $129 million compared to the $136.11 million average estimate based on four analysts. The reported number represents a change of +27.7% year over year. Revenues- Recurring revenues- Managed infrastructure: $108 million versus the three-analyst average estimate of $120.34 million. The reported number represents a year-over-year change of -8.5%. Revenues- Recurring revenues- Interconnection: $465 million versus the three-analyst average estimate of $469.59 million. The reported number represents a year-over-year change of +10.2%.View all Key Company Metrics for Equinix here>>>
Shares of Equinix have returned -1.6% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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Equinix, Inc. (EQIX): Free Stock Analysis Report
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