Skip to content
Screener

Applied Digital APLD Q1 2026 earnings

Reported October 9, 2025 · After market close

Revenue$64.2MBeat by $14.2M
EPS-$0.11Beat by $0.02
Revenue estimate$50.0M
EPS estimate-$0.13

Next report

Oct 8, 2026 (in 2 months)
Revenue estimate$111.1M
EPS estimate-$0.24

Financials

Q1 2026

Income statement

See full
Revenue$64.2M+5.8%
Gross profit$8.6M+2,519%
Operating income-$22.3M-335%
Net income-$16.9M-299%
EPS (diluted)-$0.07-133%

Balance sheet

See full
Cash & equivalents$114.1M+31.8%
Total debt$330.1M-16.3%
Total equity$1.0B+332%
Total assets$2.4B+156%

Cash flow

See full
Operating cash flow-$82.0M-8.1%
CapEx$249.4M+355%
Free cash flow-$331.4M-154%

Valuation & ratios

Valuation

as of 08/31/25
See full
Market cap$4.19B+629%
Enterprise value$4.4B+399%
P/S18×+15.0×

Profitability

See full
Gross margin58.6%—
Net margin-105%+71.3pp
FCF margin-429.9%-709pp

Returns & leverage

See full
Return on equity-37.9%-12.7pp
Debt / equity0.3×-1.3×
Current ratio0.7×+0.4×

Segments

By segment

See full
Data Center Hosting Business$37.9M—
HPC Hosting Business$26.3M—

FAQ

When did Applied Digital report Q1 2026 earnings?
Applied Digital (APLD) reported Q1 2026 earnings on October 9, 2025 after market close.
What were Applied Digital's Q1 2026 revenue and EPS?
Applied Digital reported revenue of $64.2M and eps of $-0.11 for Q1 2026.
Did Applied Digital beat estimates in Q1 2026?
Revenue beat the consensus estimate of $50.0M by $14.2M. EPS beat the consensus estimate of $-0.13 by $0.02.
How did Applied Digital's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 5.8% from $60.7M a year earlier and eps declined 266.7% from $-0.03.
Where can I find Applied Digital's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001493152-25-017609) and the 10-Q periodic report (0001144879-25-000069) directly on SEC EDGAR. The filing index links above go to sec.gov.