Data centers · settles Oct 285 days
Will Equinix's long-term debt grow at least 8 percent in the quarter ended September 30, 2026 versus a year earlier?
2 sides
Powered shells stay unleased past mid-2027 Expects powered shells to stay unleased into 2027 as tenants hesitate, slowing new debt-funded expansion below 8 percent growth.
Energized land and powered shells earn rent Expects energized data center sites to get leased fast at premium rates, needing debt-funded buildout at or above 8 percent growth.
Data centers · settles Oct 285 days
Will Equinix's long-term debt grow at least 12 percent in the quarter ended September 30, 2026 versus a year earlier?
2 sides
Powered shells stay unleased past mid-2027 Expects powered shells to stay unleased into 2027 as tenants hesitate, slowing new debt-funded expansion below 12 percent growth.
Energized land and powered shells earn rent Expects energized data center sites to get leased fast at premium rates, needing debt-funded buildout at or above 12 percent growth.
Data centers · settles Oct 285 days
Will Equinix's long-term debt grow at least 16 percent in the quarter ended September 30, 2026 versus a year earlier?
2 sides
Powered shells stay unleased past mid-2027 Expects powered shells to stay unleased into 2027 as tenants hesitate, slowing new debt-funded expansion below 16 percent growth.
Energized land and powered shells earn rent Expects energized data center sites to get leased fast at premium rates, needing debt-funded buildout at or above 16 percent growth.
Data centers · settles Nov 311 days
Will Eaton's long-term debt be at least 200% of quarterly revenue at the end of Q3 2026?
2 sides
Powered shells stay unleased past mid-2027 No: revenue growth or debt paydown pulls the ratio back below 200%, as seen a year earlier at 141%.
Energized land and powered shells earn rent Yes: debt stays elevated near recent 217% levels as borrowing outpaces quarterly revenue growth.
Data centers · settles Nov 311 days
Will Eaton's long-term debt be at least 240% of quarterly revenue at the end of Q3 2026?
2 sides
Powered shells stay unleased past mid-2027 No: the ratio holds near its recent 217% level or falls, staying short of the higher 240% mark.
Energized land and powered shells earn rent Yes: debt keeps climbing faster than revenue, pushing the ratio past the 217% seen last quarter.
Data centers · settles Nov 311 days
Will Eaton's long-term debt be at least 280% of quarterly revenue at the end of Q3 2026?
2 sides
Powered shells stay unleased past mid-2027 No: the ratio stays closer to its recent 217% reading, well short of this higher 280% threshold.
Energized land and powered shells earn rent Yes: a large new debt issuance or revenue drop pushes the ratio well above the recent 217% level.
Data centers · settles Nov 311 days
Will Modine's operating cash flow be at least 3.5% of its revenue for the quarter ended September 30, 2026?
2 sides
Surface revenue growth falls short of 30% No: a working capital swing or lower margins pulls operating cash flow below 3.5% of revenue.
Energized land and powered shells earn rent Yes: cash generation holds near the recent 4.7% level, comfortably clearing this lower 3.5% bar.
Data centers · settles Nov 311 days
Will Modine's operating cash flow be at least 5.0% of its revenue for the quarter ended September 30, 2026?
2 sides
Surface revenue growth falls short of 30% No: the ratio stays near its recent 4.7% level or dips, falling short of the 5.0% mark.
Energized land and powered shells earn rent Yes: cash conversion improves from the recent 4.7% level, pushing the ratio past 5.0%.
Data centers · settles Nov 311 days
Will Modine's operating cash flow be at least 6.5% of its revenue for the quarter ended September 30, 2026?
2 sides
Surface revenue growth falls short of 30% No: the ratio stays closer to its recent 4.7% reading, well short of this higher 6.5% bar.
Energized land and powered shells earn rent Yes: a strong working capital release lifts cash conversion well above the recent 4.7% level.
Data centers · settles Oct 285 days
Will Vertiv's capital spending be at least 4.5% of its revenue for the quarter ended September 30, 2026?
2 sides
Surface revenue growth falls short of 30% No: spending eases back toward last year's 1.7% level, falling short of this 4.5% bar.
Energized land and powered shells earn rent Yes: capital spending stays elevated near the recent 5.3% level as capacity build continues.
Data centers · settles Oct 285 days
Will Vertiv's capital spending be at least 5.6% of its revenue for the quarter ended September 30, 2026?
2 sides
Surface revenue growth falls short of 30% No: spending holds near or below the recent 5.3% level, falling short of the 5.6% mark.
Energized land and powered shells earn rent Yes: capital spending rises further from the recent 5.3% level, clearing this higher 5.6% bar.
Data centers · settles Oct 285 days
Will Vertiv's property and equipment purchases hit 6.6% of its revenue in the quarter ending September 2026?
2 sides
Surface revenue growth falls short of 30% No: capex stays disciplined relative to sales, keeping the spending ratio below 6.6%, closer to recent quarters.
Energized land and powered shells earn rent Yes: capex ramps on strong order demand, pushing equipment spending to 6.6% or more of revenue, above the prior quarter's 5.3%.
Data centers · settles Dec 341 days
Will HPE's long-term debt shrink by less than 12 percent from a year earlier by October 31, 2026?
2 sides
The case against it No if HPE keeps paying down debt sharply, continuing the steep decline already seen in the prior quarter.
Obsolete hardware is stranded Yes if HPE keeps or extends debt levels, consistent with hardware assets and contracts lasting longer than feared.
Data centers · settles Dec 341 days
Will HPE's long-term debt shrink by less than 6 percent from a year earlier by October 31, 2026?
2 sides
The case against it No if HPE keeps paying down debt sharply, continuing the steep decline already seen in the prior quarter.
Obsolete hardware is stranded Yes if HPE keeps or extends debt levels, consistent with hardware assets and contracts lasting longer than feared.
Data centers · settles Dec 341 days
Will HPE's long-term debt be flat or higher than a year earlier by October 31, 2026?
2 sides
The case against it No if HPE keeps paying down debt, continuing the decline already seen in the prior quarter.
Obsolete hardware is stranded Yes if HPE keeps or extends debt levels, consistent with hardware assets and contracts lasting longer than feared.
Data centers · settles Oct 285 days
Will Vertiv spend at least 4 cents of every sales dollar on new equipment next quarter?
2 sides
Obsolete GPU hardware gets stranded No expects aging GPU hardware to become obsolete faster than expected, cutting into planned equipment purchases.
GPU fleets keep recontracting, no stranding Yes expects data centers to keep recontracting older GPU hardware rather than stranding it, supporting steady capital spending.
Data centers · settles Oct 285 days
Will Vertiv spend at least 5.2 cents of every sales dollar on new equipment next quarter?
2 sides
Obsolete GPU hardware gets stranded No expects aging GPU hardware to become obsolete faster than expected, cutting into planned equipment purchases.
GPU fleets keep recontracting, no stranding Yes expects data centers to keep recontracting older GPU hardware rather than stranding it, supporting steady capital spending.
Data centers · settles Oct 285 days
Will Vertiv's equipment spending hit 6.5 percent of its revenue for the quarter ending September 2026?
2 sides
Obsolete GPU hardware gets stranded Expects capital spending to stay lighter relative to sales, similar to recent quarters, keeping the ratio below 6.5 percent.
GPU fleets keep recontracting, no stranding Expects capital spending to climb as Vertiv invests to keep pace with demand, pushing the ratio to 6.5 percent or above.
Data centers · settles Nov 311 days
Will Super Micro Computer's long-term debt reach 30 percent of its quarterly revenue by September 2026?
2 sides
GPU fleets keep recontracting, no stranding Expects debt to stay heavy relative to sales, continuing the elevated load seen last quarter, keeping the ratio at or above 30 percent.
Obsolete GPU hardware gets stranded Expects revenue growth or debt paydown to bring the ratio below 30 percent, a sharp drop from the prior quarter's level.
Data centers · settles Nov 311 days
Will Super Micro's long-term debt hit 40 percent or more of its quarterly revenue by September 30, 2026?
2 sides
GPU fleets keep recontracting, no stranding Yes if debt stays elevated or revenue growth slows, pushing the debt-to-revenue ratio up from 36.5 percent.
Obsolete GPU hardware gets stranded No if revenue grows faster than debt, keeping the ratio below 40 percent as it was last quarter.
Data centers · settles Nov 311 days
Will Super Micro's long-term debt hit 55 percent or more of its quarterly revenue by September 30, 2026?
2 sides
GPU fleets keep recontracting, no stranding Yes if debt grows much faster than revenue, pushing the ratio well above the 36.5 percent seen last quarter.
Obsolete GPU hardware gets stranded No if revenue keeps pace with or outgrows debt, keeping the ratio under 55 percent as recent quarters show.
Data centers · settles Dec 341 days
Will HPE's long-term debt shrink by less than 14 percent from a year earlier by October 31, 2026?
2 sides
Energization keeps pace, no disclosure No if HPE keeps cutting debt at the same pace as last quarter, when it fell 14.4 percent year over year.
Idle capacity gets disclosed Yes if HPE's debt paydown slows or reverses, keeping the year-over-year decline smaller than 14 percent.
Data centers · settles Dec 341 days
Will HPE's long-term debt shrink by less than 8 percent from a year earlier by October 31, 2026?
2 sides
Energization keeps pace, no disclosure No if HPE continues cutting debt at a pace near or beyond last quarter's 14.4 percent annual decline.
Idle capacity gets disclosed Yes if HPE's debt reduction eases up, bringing the yearly decline above negative 8 percent.
Data centers · settles Dec 341 days
Will HPE's long-term debt be flat or higher than a year earlier by October 31, 2026?
2 sides
Energization keeps pace, no disclosure No if HPE keeps paying down debt as it has recently, leaving the year-over-year total lower.
Idle capacity gets disclosed Yes if HPE adds new debt or stops repaying, reversing the 14.4 percent annual decline seen last quarter.