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IREN Ltd. IREN Q4 2026 Annual earnings

Reported August 27, 2026 · After market close

Revenue$137.2MBeat by $4.9M
EPS-$1.89Miss by $1.34
Revenue estimate$132.3M
EPS estimate-$0.55

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

as of 09/16/26
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Market cap$16.38B+65.3%
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%

FAQ

When did IREN Ltd. report Q4 2026 earnings?
IREN Ltd. (IREN) reported Q4 2026 earnings on August 27, 2026 after market close.
What were IREN Ltd.'s Q4 2026 revenue and EPS?
IREN Ltd. reported revenue of $137.2M and eps of $-1.89 for Q4 2026.
Did IREN Ltd. beat estimates in Q4 2026?
Revenue beat the consensus estimate of $132.3M by $4.9M. EPS missed the consensus estimate of $-0.55 by $1.34.
How did IREN Ltd.'s Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 26.7% from $187.3M a year earlier.
Where can I find IREN Ltd.'s Q4 2026 SEC filings?
You can read the 8-K earnings release (0001878848-26-000051) and the 10-K periodic report (0001878848-26-000052) directly on SEC EDGAR. The filing index links above go to sec.gov.