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Applied Digital APLD HPC Hosting Business — CapEx

Other segment segments

Data Center Hosting Business
-$1.23M-113%

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Other financials

Income statement

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Revenue$258.7M+407%
Gross profit$97.3M-13.3%
Operating income-$124.8M—
Net income-$82.4M-56.9%
EPS (diluted)-$0.40-73.9%

Balance sheet

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Cash & equivalents$1.6B+1,191%
Total debt$5.1B+511%
Total equity$1.7B+245%
Total assets$9.9B+431%

Cash flow

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Operating cash flow$132.5M—
CapEx$1.3B+550%
Free cash flow-$1.2B-504%

Valuation

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Market cap$8.6B+122%
Enterprise value$12.14B+165%
P/S14.9×-2.0×

Profitability

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Gross margin32.2%-23.4pp
Operating margin-45.8%—
Net margin-32%-13.0pp
FCF margin-481.8%+297pp

Returns & leverage

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Return on equity-16.6%-7.3pp
Debt / equity3×+1.3×
Current ratio4×+3.7×

Where this comes from

Reported directly by Applied Digital in its filing.

Tagged under the XBRL concept us-gaap:SegmentExpenditureAdditionToLongLivedAssets.

The source filing: Applied Digital’s 10-K, filed July 29, 2026.

Filed
Jul 29, 2026, 4:07 PM EDT
Fiscal year
FY2026
Accession
0001144879-26-000048
Line itemFiscal Year Ended / May 31, 2026Fiscal Year Ended / May 31, 2025Fiscal Year Ended / May 31, 2024
HPC Hosting Business34,4143,7331,233
Other (1)20,087117,66458,179
Total depreciation and amortization (2)$67,389$134,709$79,360
Capital expenditures:
Data Center Hosting Business$(1,234)$9,320$38,266
HPC Hosting Business2,988,712976,506207,299
Other (1)54,67899584,373
Total capital expenditures$3,042,156$986,821$329,938

Item 8. Financial Statements and Supplementary Data

FAQ

What is Applied Digital's HPC hosting business — capex?
Applied Digital (APLD) reported HPC hosting business — capex of $747.18M in Q1 2026.
How has Applied Digital's HPC hosting business — capex changed year-over-year?
Applied Digital's HPC hosting business — capex increased by 206.1% year-over-year, from $244.13M to $747.18M.
What is the long-term trend for Applied Digital's HPC hosting business — capex?
Over 3 years (2023 to 2026), Applied Digital's HPC hosting business — capex has grown at a 572.8% compound annual growth rate (CAGR), from $9.81M to $2.99B.
What does HPC hosting business — capex mean?
This measures the cash spent on acquiring or upgrading physical assets, such as data centers and high-performance computing hardware, for the hosting segment. It is a primary indicator of the company's investment in future growth.

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