Q4 FY2026 EarningsFY26 results beat consensus significantly on the top line, with revenue reaching $611.3M vs. $428.2M expected (+42.8%), driven by the successful commencement of the HPC Hosting segment and $270.6M in tenant fit-out services. While GAAP metrics were weighed down by $219.3M in stock-based compensation, Adjusted EPS of $0.11 outperformed the ($0.11) consensus loss. The company confirmed a robust $36.2B contracted revenue backlog over 15 years, signaling strong long-term visibility in AI infrastructure demand.
Financial report interval: 2026.03.03 - 2026.05.31
Overview: Applied Digital(APLD) the Revenue is 258.75 M (+580.7%), Beat estimate;the EBIT is -124.82 M (-503%), Miss estimate;the EPS is -0.39 (-62.5%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.26B580.68%
0.10B150.75%
+0.16B429.93%
EBITMiss expectations
-0.12B503.02%
-0.02B3.95%
-0.10B499.07%
EPSMiss expectations
-0.3962.50%
-0.2816.67%
-0.110045.83%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
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