Q4 Earnings Update: IRM, USFD, and WST Post Solid Q4 Results

In the latest round of earnings reports, several companies from different industries have showcased their financial performance for the fourth quarter and full year of 2025. Iron Mountain Incorporated (NYSE: IRM), US Foods Holding Corp. (NYSE: USFD), and West Pharmaceutical Services, Inc. (NYSE: WST) have reported their earnings, revealing a mix of achievements and challenges. These reports provide insights into the current market conditions and the strategic initiatives undertaken by these companies to drive growth and shareholder value.

Iron Mountain, a leader in information management services, reported record quarterly and full-year results, driven by strong growth in its data center, digital, and asset lifecycle management businesses. US Foods, one of the largest foodservice distributors in the United States, demonstrated resilience with significant increases in net income and adjusted EBITDA, despite a softer economic environment.

Meanwhile, West Pharmaceutical Services, a provider of innovative injectable solutions, delivered strong results, driven by double-digit organic revenue growth in its High-Value Product Components segment. These earnings reports not only highlight the financial performance of these companies but also provide valuable guidance for the upcoming fiscal year.

Fourth-Quarter Performance Breakdown

Iron Mountain reported fourth-quarter revenue of $1.8 billion, slightly below expectations but still marking a 16.6% increase from the previous year. The company’s adjusted EPS of $0.61 exceeded expectations, reflecting its robust operational efficiency and strategic growth initiatives.

The growth was primarily driven by its data center and digital services, which saw a significant year-over-year increase.

US Foods reported a 3.3% increase in net sales to $9.8 billion for the fourth quarter, with a notable 178.8% increase in net income to $184 million. The company’s adjusted EBITDA rose by 11.1% to $490 million, highlighting its effective execution and operational excellence.

Despite missing revenue expectations, US Foods surpassed EPS expectations with an adjusted diluted EPS of $1.04.

West Pharmaceutical Services reported fourth-quarter net sales of $805 million, a 7.5% increase from the previous year, surpassing revenue expectations.

The company’s adjusted diluted EPS of $2.04 also exceeded expectations, driven by strong performance in its High-Value Product Components segment. The growth in this segment was fueled by increased demand for its Westar® and Envision® products.

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2026 Guidance and Growth Expectations

Iron Mountain has issued strong guidance for 2026, projecting revenue growth of 10% to 13% and adjusted EBITDA growth of 12% to 14%. The company expects continued momentum in its data center leasing and digital services, supported by the energization of 400 megawatts of capacity over the next 24 months.

This guidance reflects Iron Mountain’s confidence in sustaining its growth trajectory and delivering record performance in the coming year.

US Foods has provided guidance for fiscal year 2026, anticipating net sales growth of 4% to 6% and adjusted EBITDA growth of 9% to 13%. The company also expects adjusted diluted EPS growth of 18% to 24%.

This outlook includes the impact of a 53rd week in fiscal year 2026, which is expected to contribute to total case growth and adjusted EBITDA growth. US Foods’ guidance underscores its commitment to achieving its long-range plan and delivering sustained value to shareholders.

West Pharmaceutical Services has introduced its financial guidance for 2026, projecting net sales between $3.215 billion and $3.275 billion, with organic growth expected to be approximately 5% to 7%. The company also anticipates adjusted diluted EPS growth of 7.7% to 12.5%.

West’s guidance reflects its strategic focus on driving sustainable growth and creating value for its stakeholders through operational excellence and innovation in its product offerings.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.