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IREN Ltd.

IREN

IREN is a vertically integrated AI cloud services provider that owns and operates the full technology stack, including data center infrastructure, high-performance compute hardware, and specialized software.

Market cap
$16.38B+59.0%
Revenue$707.0M+41.1%
Net income-$702.6M-908%
Free cash flow-$897.6M-82.7%
EPS (diluted)-$2.34-700%
Trailing twelve months · change vs. prior year

Earnings

Next report

Nov 5, 2026 (in 2 months)
Revenue estimate$235.8M
EPS estimate-$0.56

Financials

Q4 2026

Income statement

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Revenue$137.2M-26.7%
Gross profit$103.9M-22.7%
Operating income-$620.4M-3,568%
Net income-$684.0M-487%
EPS (diluted)-$2.16-360%

Balance sheet

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Cash & equivalents$5.9B+944%
Total debt$7.8B+713%
Total equity$4.2B+130%
Total assets$15.8B+437%

Cash flow

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Operating cash flow$1.8B+1,656%
CapEx$1.3B+622%

Valuation & ratios

Valuation

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Market cap$16.38B+59.0%
Enterprise value$18.33B+77.7%
P/S23.2×+3.4×

Profitability

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Gross margin68.9%+0.7pp
Operating margin-148%-152pp
Net margin-99.4%-117pp

Returns & leverage

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Return on equity-23.4%-29.4pp
Debt / equity1.9×+1.3×
Current ratio3.6×-0.7×

Segments

By geography

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Australia$144.6M+19.3%
Canada$32.2M+686%
United States-

By segment

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AI Cloud$70.5M+913%

By product

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AI Cloud$70.5M+913%

Competitors

Profile

IREN is a vertically integrated AI cloud services provider that owns and operates the full technology stack, including data center infrastructure, high-performance compute hardware, and specialized software. The company delivers bare metal and managed cloud services optimized for AI training and inference workloads, utilizing 100% renewable energy across its global facility footprint. While historically a Bitcoin miner, the company is executing a strategic transition to reallocate its power and data center capacity entirely toward AI cloud services.

Competitive position

A vertically integrated operator with significant grid-connected power capacity and 'Exemplar Cloud' status from NVIDIA.

GeographiesUnited States, Canada, Spain, Australia
Customer segmentsEnterprise, Technology Developers, Hyperscale Cloud Providers
Business modelInfrastructure-as-a-Service (IaaS), Platform-as-a-Service (PaaS), Managed Services
SuppliersSemiconductor Manufacturers, Renewable Energy Providers, Electrical Utility Companies, Server OEMs/ODMs
CustomersAI Research Labs, Enterprise Software Developers, Large-scale Cloud Platforms
CountryAustralia
Listed2021
Employees100.0
CEOWilliam Roberts
FilingsSEC EDGAR

FAQ

What is IREN Ltd.'s market cap?
IREN Ltd. (IREN) has a market capitalization of $16.4B and trades on NASDAQ.
What is IREN Ltd.'s revenue and profitability?
IREN Ltd. generated $707.0M in trailing twelve-month revenue with a net loss of $702.6M, representing a net margin of -99.4%. Gross margin stands at 68.9%, with free cash flow of -$897.6M. The latest reported period is Q4 2026.
Who are IREN Ltd.'s competitors?
IREN Ltd.'s key competitors include Equinix, Amazon Web Services, Microsoft Azure, and others. These companies compete in similar markets and product categories.
Who does IREN Ltd. partner with?
IREN Ltd.'s notable partners include NVIDIA, AMD, Dell Technologies, and others.
What subsidiaries does IREN Ltd. have?
IREN Ltd.'s subsidiaries include Mirantis.
Where is IREN Ltd. headquartered?
IREN Ltd. is headquartered in Australia and employs approximately 100 people. It has been publicly traded since 2021.