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Iron Mountain puts ITAD at the center of its growth story, but exposures to component prices and hyperscale demand could test it

Iron Mountain’s first-quarter results look exceptional on the surface, and in many respects they are. But a closer reading of the numbers reveals a growth story that is partly dependent on conditions that have already begun to shift, making this a quarter that raises as many questions about durability as it answers about momentum.

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Analyst Opinion: The independent ITAD at a crossroads

Apr 22, 2026

The US independent ITAD sector is entering a decisive phase that few participants are fully seeing. What appears as scattered activity—rising M&A interest, private equity engagement, and early succession discussions among founder-led firms—is in fact a single structural shift.

General: Bloom ESG and e-Stewards roll out critical metals metric

Apr 15, 2026

Bloom ESG and e-Stewards have added a critical metals conservation metric to their jointly developed Environmental Benefits Calculator. Electronics recyclers and ITAD providers can now quantify recovered cobalt, lithium and rare earth elements at the order level.

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