Company Dossier · Information Technology
IREN Ltd
- Russell 1000
What IREN Ltd is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $0.71 billion, up 42% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: −$0.90 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $3.00 billion, up 426% from a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (August 27, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed August 27, 2026): 22 risk factors added, 21 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2025: $66.7 million on the open market.SEC Form 4
- 677 institutional managers reported a position at June 30, 2026 (+173 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for IREN Ltd yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
In the news
Headlines that name IREN Ltd, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralIREN Stock Gains as Report Names Anthropic as Cloud Client
gurufocus.com · via Marketaux · Oct 12, 2026
- NeutralAI computing demand may never be sated, says CEO of Nvidia partner Iren
FT Companies · Sep 7, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Aug 27, 202610-KAnnual report (10-K)22 risk factors added, 21 removed
- Aug 18, 2026Form DPrivate offering notice$465 million offered
- Jul 1, 20268-KDirector or officer changeItem 5.02
- Jun 1, 20268-KMaterial agreement signedItem 1.01
- May 26, 20268-KMaterial agreement signedItem 1.01
- May 14, 20268-KMaterial agreement signedItem 1.01
- Mar 4, 20268-KMaterial agreement signedItem 1.01
- Dec 8, 20258-KMaterial agreement signedItem 1.01
- Nov 28, 20258-KAuditor changeItem 4.01
- Nov 24, 20258-KDirector or officer changeItem 5.02
- Nov 24, 20258-KShareholder vote resultsItem 5.07
- Nov 3, 20258-KMaterial agreement signedItem 1.01
- Oct 14, 20258-KMaterial agreement signedItem 1.01
- Sep 8, 20258-KDirector or officer changeItem 5.02
- Aug 28, 202510-K
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Rambus RMBS | $0.7B | $0.3B | Mar 31, 2026 |
| Qualys QLYS | $0.7B | $0.3B | Jun 30, 2026 |
| Lattice Semiconductor LSCC | $0.7B | $0.2B | Jul 4, 2026 |
| InterDigital IDCC | $0.8B | $0.6B | Jun 30, 2026 |
| Universal Display Corporation OLED | $0.6B | $0.2B | Jun 30, 2026 |
| Applied Optoelectronics AAOI | $0.6B | −$0.4B | Jun 30, 2026 |
| Silicon Labs SLAB | $0.9B | −$0.0B | Jul 4, 2026 |
| FormFactor, Inc. FORM | $0.9B | $0.1B | Jun 27, 2026 |
Identity
- SEC CIK
- 1878848
- Wikidata
- Q138585043