DIGITAL REALTY TRUST, INC. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Digital Realty Trust (DLR, ~$59B market cap) reported Q3 2026 results on October 29, 2026, raising full-year 2026 Core FFO (excluding net promote) guidance to $8.30–$8.35/share (from $8.15–$8.20). The company achieved record total bookings of $855M at 100% share ($627M at DLR's share) with record $2.5B backlog at 100% share ($1.8B at DLR's share), providing multi-year visibility. Renewal spreads were 11.8% on a cash basis and 17.0% on a GAAP basis. Same-capital cash NOI growth outlook was raised to 5.25–5.75% (from 4.25–5.25%). The company also closed $1.4B in cornerstone equity commitments for a new perpetual capital strategy focused on stabilized hyperscale data centers in North America.
Why this rating
Guidance raises, record backlog (40% of in-place rent), strong renewal spreads, and strategic $1.4B capital deployment are material for a $59B REIT. Bookings and backlog growth tangibly support forward revenue visibility, though scale relative to company size moderates impact.
Price action (we called it positive)
before filing · preread $17.60 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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