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IntelliTAD #13: Early Investment, Early Returns: ITAD’s First Seven Weeks of 2026 Signal a Widening Gap

IntelliTAD Intelligence Brief
February 21, 2026 · intellitad.com
From David DaoudThe first seven weeks of 2026 have been anything but quiet. A $633 million ITAD revenue quarter at Iron Mountain. A ransomware gang claiming they breached a key industry player. Two major M&A deals closing before the calendar even found its footing. A European expansion wave that may help redraw the competitive map. And a rare earth recovery partnership that puts ITAD squarely inside the U.S. national security conversation. This edition covers the full January 1 – February 21, 2026 period — every material development we tracked across the 60-plus companies on our watch list, organized by the themes that matter most to your business.
Companies in this issue: Iron Mountain ALM, Sims Lifecycle Services, SK tes, Paladin EnviroTech, Park Place Technologies, Service Express, Procurri, Reformation Metals, Apto Solutions, Tusaar, Blancco Technology Group, ERI, Greenchip, Securis, ViaTeK Solutions, ARCOA Group, HOBI International, BitRaser, Global ITAD Alliance, ITRenew, Regency Technologies, Wisetek, Premier Surplus, ACT Logistics, SER Capital Partners, R&L Recycling B.V., Southwest Equipment Brokers.

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