US Equity · NASDAQ · Earnings Dossier

EQIX earnings intelligence

Equinix Inc

Real Estate · Reit - Specialty · USD reporting basis

Current earnings profile Delivery and acceptance aligned

Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.

Evidence100/100 · Deep

Next scheduled catalyst

No forward date is currently stored

The historical dossier remains available while the next calendar date is unconfirmed.

0event risk

Inactive

Countdown-calendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement3.6%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Earnings ahead

Earnings power is leading market price; the spread is widening and has persisted through 6 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move48.1%2023-08-18 to 2026-08-07
Earnings move167.7%trailing diluted EPS
Unresolved spread119.6 ptsWidening
Current multiple44.9xprice divided by TTM EPS
Relationship pressure86/100Extreme
Model confidence96/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Persistent earnings lead

Earnings power has led market price across several updates.

Business quality supportive

Cash generation and operating evidence are broadly supportive.

Fresh improvement awaiting confirmation

Earnings improved at the latest reported update, but market price remains below its pre-update level.

Beat rate75.0%9 beats in 12 measured quarters
Average surprise+9.4%median 10.4%
Delivery streak11 consecutive beats
Average response+1.2%12 measured reactions
Result-price confirmation38%same directional sign
Surprise variability12.8 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth54.2%year on year
Revenue growth9.9%year on year
Average surprise3.2%latest four quarters
SUE0.64standardised surprise
Net margin15.6%trailing basis
Cash conversion5.89xcash flow / net income
P/E67.1xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close1042.62 USDcompleted week
13-week return-2.3%price momentum
Fair-value gap25.4%price versus current fair value
Relative strength1.5exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided54.1%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period29 Jul 202630 Jun 2026 · exact
EPS actual / estimate11.78 / 10.14USD
Surprise+16.2%Beat
EPS growth+210.8%year on year
Revenue / growth2625000000+16.4% · USD
Next close / four weeks-6.0% / -completed weekly closes
ReadDivergedresult versus price sign
Reported / period29 Apr 202631 Mar 2026 · exact
EPS actual / estimate4.17 / 4.33USD
Surprise-3.7%Miss
EPS growth+16.2%year on year
Revenue / growth2444000000+9.8% · USD
Next close / four weeks-2.1% / -2.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period11 Feb 202631 Dec 2025 · exact
EPS actual / estimate3.37 / 3.88USD
Surprise-13.1%Miss
EPS growth+13.5%year on year
Revenue / growth2442000000+8.0% · USD
Next close / four weeks+12.7% / +11.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period29 Oct 202530 Sep 2025 · exact
EPS actual / estimate3.89 / 3.43USD
Surprise+13.4%Beat
EPS growth+25.5%year on year
Revenue / growth2316000000+5.2% · USD
Next close / four weeks+0.8% / -9.6%completed weekly closes
ReadContainedresult versus price sign
Reported / period30 Jul 202530 Jun 2025 · exact
EPS actual / estimate3.79 / 3.44USD
Surprise+10.2%Beat
EPS growth+19.9%year on year
Revenue / growth2256000000+4.5% · USD
Next close / four weeks-3.7% / -1.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period30 Apr 202531 Mar 2025 · exact
EPS actual / estimate3.59 / 2.97USD
Surprise+20.9%Beat
EPS growth+47.7%year on year
Revenue / growth2225000000+4.6% · USD
Next close / four weeks+4.5% / +3.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period12 Feb 202531 Dec 2024 · exact
EPS actual / estimate2.97 / 2.74USD
Surprise+8.4%Beat
EPS growth+23.8%year on year
Revenue / growth2261000000+7.1% · USD
Next close / four weeks+0.0% / -7.4%completed weekly closes
ReadContainedresult versus price sign
Reported / period30 Oct 202430 Sep 2024 · exact
EPS actual / estimate3.10 / 2.96USD
Surprise+4.7%Beat
EPS growth+5.8%year on year
Revenue / growth2201000000+6.8% · USD
Next close / four weeks-2.8% / +2.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period7 Aug 202430 Jun 2024 · exact
EPS actual / estimate3.16 / 2.70USD
Surprise+17.0%Beat
EPS growth-year on year
Revenue / growth2159000000- · USD
Next close / four weeks+1.5% / +4.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period8 May 202431 Mar 2024 · exact
EPS actual / estimate2.43 / 2.64USD
Surprise-8.0%Miss
EPS growth-year on year
Revenue / growth2127000000- · USD
Next close / four weeks+8.2% / +9.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period14 Feb 202431 Dec 2023 · exact
EPS actual / estimate2.40 / 2.17USD
Surprise+10.6%Beat
EPS growth-year on year
Revenue / growth2110489000- · USD
Next close / four weeks+0.1% / +6.9%completed weekly closes
ReadContainedresult versus price sign
Reported / period25 Oct 202330 Sep 2023 · exact
EPS actual / estimate2.93 / 2.15USD
Surprise+36.3%Beat
EPS growth-year on year
Revenue / growth2061030000- · USD
Next close / four weeks+0.7% / +10.4%completed weekly closes
ReadContainedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context