NASDAQ$IREN

Iris Energy Ltd · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

IREN reported fiscal Q3 2026 revenue of $144.8M with a net loss of $247.8M as fair-value volatility offset bitcoin mining and AI cloud growth.

For the fiscal quarter ended March 31, 2026, IREN reported total revenue of $144.8 million, with bitcoin mining revenue of $111.2 million and AI cloud services revenue of $33.6 million. Net loss was $247.8 million versus $16.1 million a year ago. Nine-month revenue was $569.8 million and the nine-month net loss narrowed to $18.6 million from $89.7 million.

  • Q3 revenue $144.8M: mining $111.2M, AI cloud $33.6M.
  • Quarterly net loss $247.8M on fair-value and investment volatility.
  • Nine-month net loss improved to $18.6M from $89.7M YoY.

Headline financials

Total Revenue

$145M

Previous: $148M-2.2%
EPS

-$0.74

Previous: $0.10-840.0%
Capital Expenditures

-$1.67B

No prior period
Free Cash Flow

-$1.38B

No prior period
Net Income

-$248M

Previous: $24.2M-1124.1%
Operating Income

-$234M

Previous: $29.3M-897.0%
Gross Profit

$105M

No prior period
Cash & Equivalents

$2.21B

No prior period
Total Assets

$7.26B

No prior period

Revenue & EPS history

IREN Ltd · Revenue · Quarterly

$145M

Q3 2026-2.2%vs Q3 2025
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Revenue by segment

IREN Ltd · $145M total across 2 segments · Q3 2026

  • Bitcoin mining
    $111M
  • AI Cloud Services
    $33.6M

Forward guidance

No consolidated EPS guidance; focus on AI cloud capacity and mining expansion.

Tailwinds

  • AI cloud revenue scaling from a low base.
  • Nine-month loss improved YoY.

Headwinds

  • Crypto fair-value swings can overwhelm operating results.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+10.4%

Avg return

Earnings day

+2.9%

Avg return

5 days after

-0.8%

Avg return

30 days after

69%

11 / 16 earnings

Positive

+62.1%

Q1 2023

Best reaction

-18.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+5.5%-4.9%-3.8%
Q2 2026+5.1%+7.2%-7.8%
Q1 2026-6.8%-16.8%-33.2%
Q3 2025-3.1%+8.0%+23.3%
Q1 2025+19.1%+2.8%-22.4%
Q2 2025+0.5%-6.9%-22.5%
Q4 2024+8.4%+0.6%+12.6%
Q3 2024+19.7%+30.6%+171.5%
Q2 2024-18.0%-17.2%-44.6%
Q3 2023+13.9%+8.2%-30.9%
Q4 2023+13.9%+8.2%-30.9%
Q1 2023+62.1%+9.2%-2.0%
Q2 2023+62.1%+46.5%+16.4%
Q4 2022-4.1%+8.4%-21.8%
Q3 2022-14.1%-36.2%-37.2%
Q2 2022+2.6%-1.8%+20.7%
Q1 2022
Q4 2021
Q3 2021
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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