AI Financials

Equinix, Inc.

EQIXpublicdatacenter

Data-center REIT

What this company owes, to whom, at what cost and when it comes due. Every figure is the one the company itself states. cohort: datacenter · verified 2026-09-28 How these figures are built →

Off the balance sheet
$710M
Leases signed, not yet commenced at 2026-06-30 and Unrecorded purchase obligations at 2026-06-30, each fact counted once
how it is counted

what the filer owes that is not on its balance sheet at this date: leases not yet commenced plus unrecorded purchase obligations, counted once. A filer that reports the same figure under both (Meta, Alphabet, Equinix, Arm, Applied Digital, Astera Labs) has stated one fact twice, and offBalanceNote says so the company states the same figure as leases not yet commenced and as purchase obligations; counted once, as leases not yet commenced

Notes priced since 2024 · 16 →each tranche in the ledger as the company itself states it
how it is counted

principal in USD billions — native for USD, spot rate on the pricing date otherwise (fx recorded)

$11.5B
Loans and credit facilities · 0 →as signed; the figure counts new facilities, the count amendments too
how it is counted

the commitment as the company states it — a ceiling for revolvers and delayed-draw facilities, not an amount drawn; new facilities only: an amendment restates a commitment already counted.

—
Debt due in 12 months →its own schedule, as of 2026-06-30
how it is counted

the company's own maturity schedule for all its long-term debt, as its latest report states it: principal due in the next twelve months, years two to five and after; USD billions

$1.1B
Long-term debt on the balance sheet →on its balance sheet at 2026-06-30
how it is counted

long-term debt including its current portion, read line by line off the company's own balance sheet (ADR-0044), an asset manager's consolidated funds' debt apart where it is reported apart; its derivation says when the notes to the accounts gave a part, when the date came from the next report's prior-period column, or when finance leases sit inside a line

$19.7B
Cost of debt · 2026 Q2 →interest cover 4.4× · capex over operating cash flow 1.48×
how it is counted

4 × the quarter's interest cost ÷ average funded debt (borrowings + finance lease liabilities when the company states them apart; rateBasis says which) — interest cost is the interest expense plus the interest capitalised into what the company builds where it states that for the quarter; none when it states it only for a year in which it capitalised a tenth or more of its interest; interest expense under US GAAP includes finance-lease interest, so funded debt is the cleaner basis; a manager's consolidated VIEs' debt taken out of its debt line is added back where its interest expense pays for it

3.44%
Sold at the market, four quarters to 2025-12-31 →0.1M shares, as the company states its own sales
how it is counted

sum of the quarterly rows of the company's own programmes in the twelve months to the newest quarter; 'quarters' says how many were found

$99.0M

When it comes due

Left, the company's own five-year schedule — not our arithmetic. Right, the notes (orange) and facilities (grey) since 2024 that we have placed by maturity year: notes in the ledger since 2024 plus loans as signed since 2024, summed by maturity year and company — recent borrowing only, not the whole balance sheet. Both are in the tables of question 4.

Its own schedule, as of 2026-06-30

next 12 months$1.08B
year 2$1.43B
year 3$2.19B
year 4$3.19B
year 5—
after year 5—

Notes and facilities since 2024, by maturity year

2029 · notes$1.68B
2030 · notes$1.73B
2031 · notes$2.24B
2032 · notes$500M
2033 · notes$2.12B
2034 · notes$2.11B
2035 · notes$442M
2036 · notes$650M
1

What has it committed to?

Obligations as the company states them — leases and purchase obligations as it reports them, long-term debt read off its balance sheet — each at the date it last stated it. The off-balance-sheet total is what it owes that its balance sheet does not carry. the company states the same figure as leases not yet commenced and as purchase obligations; counted once, as leases not yet commenced

Obligations as stated

6 rows
Off the balance sheet$710M2026-06-30Leases signed, not yet commenced at 2026-06-30 and Unrecorded purchase obligations at 2026-06-30
the company states the same figure as leases not yet commenced and as purchase obligations; counted once, as leases not yet commenced
Leases signed, not yet commenced$708M2026-06-30read from the company's own words
leases signed but not yet commenced — read from the company's own text by a deterministic rule, the sentence quoted (status amount | immaterial | table_row | no_unit; `unitNote` when the sentence gave no unit and the unit the report states for its figures was applied)
Unrecorded purchase obligations$708M2026-06-30
unconditional purchase obligations not recorded on the balance sheet
Long-term debt on the balance sheet$19.7B2026-06-30
long-term debt including its current portion, read line by line off the company's own balance sheet (ADR-0044), an asset manager's consolidated funds' debt apart where it is reported apart; its derivation says when the notes to the accounts gave a part, when the date came from the next report's prior-period column, or when finance leases sit inside a line
Lease liabilities on the balance sheet$3.6B2026-06-30operating plus finance, discounted
operating + finance lease liabilities
Lease payments due$5.0B2026-06-30operating plus finance, undiscounted
operating + finance undiscounted payments due

Obligations created, as announced

2 rows
The announcements that state an amount. Kind: the kind of commitment announced: a material definitive agreement entered into, or a direct financial obligation created. Instrument: the first financing phrase the announcement uses, if any.
2026-07-29material definitive agreement$5.5Bcredit agreementEquinix, Inc., Financing Corporation LLC, America, N.A., Citibank, N.A., Goldman Sachs Bank, JPMorgan Chase Bank, N.A.
2024-10-01material definitive agreement$2.0Bequity distribution agreementEquinix, Inc., Barclays Capital Inc., BTIG, LLC, Jefferies LLC, Mizuho Securities USA LLC, MUFG Securities Americas Inc.
2

What has it borrowed, and at what cost?

Each note tranche in the ledger priced since 2024, as the company itself states it, and each credit facility as signed. Nothing is netted, nothing is estimated.

Notes priced since 2024

16 rows
one tranche of a public note offering, as its offering documents state it (and as the company's later reports repeat it). principal in USD billions — native for USD, spot rate on the pricing date otherwise (fx recorded); below it, the principal in its own currency.
2026-07-31$650M5.8%2036fixed—
2026-07-31$650M5.5%2033fixed—
2026-07-31$850M5.25%2031fixed—
2026-07-31$850M5%2029fixed—
2026-05-01$442M
CAD 0.60B
4.75%2035fixed—
2026-05-01$479M
CAD 0.65B
3.95%2030fixed—
2026-02-20$800M4.7%2033fixed—
2026-02-20$700M4.4%2031fixed—
2025-11-18$500M
CAD 0.70B
4%2032fixed29447JAA6
2025-11-05$1.25B4.6%2030fixed29390XAG9
2025-05-12$833M
EUR 0.75B
4%2034fixed—
2025-05-12$833M
EUR 0.75B
3.25%2029fixed—
2024-11-14$528M
EUR 0.50B
3.625%2034fixed—
2024-11-14$687M
EUR 0.65B
3.25%2031fixed—
2024-08-28$668M
EUR 0.60B
3.65%2033fixed—
2024-05-23$750M5.5%2034fixed—

Cost of debt, from its own statements

Latest quarter, 2026 Q2: cost of debt 3.44%, interest cover 4.4×, capex over operating cash flow 1.48×.

Cost of debt: 4 × the quarter's interest cost ÷ average funded debt (borrowings + finance lease liabilities when the company states them apart; rateBasis says which) — interest cost is the interest expense plus the interest capitalised into what the company builds where it states that for the quarter; none when it states it only for a year in which it capitalised a tenth or more of its interest; interest expense under US GAAP includes finance-lease interest, so funded debt is the cleaner basis; a manager's consolidated VIEs' debt taken out of its debt line is added back where its interest expense pays for it Interest cover: operating income ÷ interest expense. Capex over operating cash flow: cash purchases of PP&E ÷ operating cash flow; null when operating cash flow is not positive.

3

What equity has it sold?

Raises as announced, and shares actually sold under an at-the-market programme when the company states the period.

Equity and hybrid raises

2 rows
one equity or hybrid raise as the company announced it; the earliest announcement is the date; later reports that mention it are added as sources, never as new raises. At the market: an at-the-market program: sizeUsdB is the ceiling authorised, never an amount sold; sizeShares when the programme is sized in shares.
2024-10-01atm
“We may offer and, if applicable, sell shares of our common stock having an aggregate offering price of up to $2,000,000,000 under the Equity Distribution Agreement, including pursuant to forward sale agreements entered into pursuant to the Equity Distribution Agreement.”
$2.00B——
2024-10-01atm
“We are also party to that certain equity distribution agreement, dated November 4, 2022, as amended on October 27, 2023 (as amended, the “2022 Equity Distribution Agreement”), pursuant to which we may offer and, if applicable, sell shares of our common stock having an aggregate offering price of up to $1,500,000,000.”
$1.50B——

At the market, as the company states its own sales

6 stated period(s) across 5 quarter(s) · last four quarters to 2025-12-31: 0.1M shares for $99.0M.

The last four quarters: sum of the quarterly rows of the company's own programmes in the twelve months to the newest quarter; 'quarters' says how many were found.

4

When does it come due, and who holds it?

The company's own five-year schedule, what we have placed by year from the notes and facilities since 2024, and the price the funds that hold its paper report.

Its own maturity schedule

1 rows
The company's own maturity schedule, as it states it. Not our arithmetic. $0M: a year it states as zero; a dash: a year with no figure.
2026-06-30$1.08B$1.43B$2.19B$3.19B——$7.9B

What we have placed by maturity year, since 2024

8 rows
notes in the ledger since 2024 plus loans as signed since 2024, summed by maturity year and company — recent borrowing only, not the whole balance sheet. sums of stated amounts; a loan with a year-only maturity ('N-year facility') sits in that year; nothing discounted, netted or estimated.
2029$1.68B—20
2030$1.73B—20
2031$2.24B—30
2032$500M—10
2033$2.12B—30
2034$2.11B—30
2035$442M—10
2036$650M—10

No fund-reported price for its paper. Fund holdings are matched only on identifiers the ledger already holds, so a tranche with no CUSIP in the ledger cannot be matched.

5

How does it compare?

The same twelve measures every company on the AI trade page carries, beside the median across them. Below each measure, the arithmetic behind it.

Twelve measures, beside the median

11 rows
Self-funding
operating cash flow $3.9B ÷ capex $5.4B over 4 quarters to 2026Q2
0.73×1.31×
across 40 companies
2026Q2
Funding mix
of $5.4B of capex over 4 quarters to 2026Q2: operations 72.9%, new debt 132.6% ($7.2B notes + $0.0B facilities), equity 1.8%
72.9%—2026Q2
Off balance sheet
$0.7B off the balance sheet ÷ (that + $19.7B long-term debt); the company states the same figure as leases not yet commenced and as purchase obligations; counted once, as leases not yet commenced; each figure as the filer last stated it (leasesNotYetCommenced 2026-06-30, longTermDebt 2026-06-30, unrecordedPurchaseObligations 2026-06-30)
3.5%
the company states the same figure as leases not yet commenced and as purchase obligations; counted once, as leases not yet commenced
41.9%
across 23 companies
2026-06-30
Committed facilities
sum of new facility commitments since 2024
—
no facility announced
——
Marginal cost of debt
principal-weighted coupon of $7.2B priced in the last twelve months; the book carries 2.75%, a gap of +2.08 points
4.83%——
New-issue spread
median of 7 USD tranches: coupon less the 10-year Treasury on each pricing date (range 25–105 bp); 3 non-USD tranche(s) excluded
50 bp——
Floating-rate share
$0.0B floating ($0.0B notes + $0.0B facilities off SOFR) ÷ $11.5B raised
0%0%
across 40 companies
—
Rate shock (+100 bp)
floating balance × 100 bp
—
no floating debt found
——
Secured share of new facilities
secured commitments ÷ all new commitments
—
no facility announced
0%
across 24 companies
—
Refinancing burden
$2.5B due within two years (the filer's own schedule as of 2026-06-30) ÷ $3.9B of operating cash flow over 4 quarters
0.63×0.15×
across 23 companies
2026-06-30
Liquidity runway
($1.0B cash and equivalents as tagged — short-term investments are not included — + $0.0B committed) ÷ $1.5B a quarter of capex and interest, as of 2026Q2
0.7—2026Q2

Does our ledger explain its balance sheet?

Across 10 of 14 quarter(s) its debt rose $7.9B and the notes we hold for those quarters total $7.3B — 92.1% explained.

the change in the filer's own borrowings over a fiscal quarter, against the principal of the tranches our ledger says were priced inside that quarter; this is not a reconciliation to the penny and is not meant to be; we do not track repayments, draws under facilities, commercial paper or currency translation.