APLD
Applied Digital Corporation
Applied Digital (APLD) FY2026 (Q4) earnings
Published Jul 27, 2026
AI summary
- Revenue $259M, up 407% from $51.1M a year ago.
- Adjusted EPS $0.04 beat the −$0.19 consensus by $0.23, up from −$0.03 a year ago.
- Revenue for the fiscal fourth quarter reached $258.7 million, a 407% increase compared to the prior year.
- The company reported a GAAP net loss of $110.6 million for the quarter, while adjusted net income was $12.9 million.
- Applied Digital secured three new 15-year leases with a hyperscaler, totaling approximately $20 billion in revenue.
Results vs analyst consensus
Revenue
Reported
$259M
Consensus not captured before release
+407% YoY
Adjusted EPS
Reported · Adjusted net income per diluted share
$0.04
Consensus −$0.19
Beat by $0.23GAAP EPS: −$0.39
Consensus: Yahoo Finance · FY2026 (Q4) · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
No guidance in this release.
What to watch
- The company reported a significant increase in stock-based compensation expenses during the quarter.
- Financial results exclude the consolidated results of the newly separated ChronoScale business.
Read original report
Source: Applied Digital Corporation press release · SEC Form 8-K exhibit 99.1