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Financial statements

Applied Digital Corp. financial statements

Income statement, balance sheet and cash flow statement for the last 6 fiscal years, taken from the XBRL data Applied Digital Corp. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2022FY2022FY2023FY2024FY2025FY2026
Revenue08.5555.4166229611
Cost of revenue09.5144.4148217397
Gross profit0-0.961117.211.8214
Selling, general and administrative0.3319.953.997.8108332
Operating income-0.33-20.9-42.9-98.3-72.2-236
Interest expense0.240.111.9826.832.129.5
Other non-operating income-0.24-1.05-2.07
Pre-tax income-0.57-21.9-45-150-231-182
Income tax00.54-0.520.10.11.79
Income from continuing operations-43.5-149-234-249
Net income to minority interests0-0.01-0.96-0.40
Net income-0.57-23.5-44.6-149-234-250
EBITDA-0.33-19.8-35.8-1962.5-169
EPS, basic-0.36-0.39-0.47-1.31-1.16-0.91
EPS, diluted-0.36-0.39-0.47-1.31-1.16-0.91
Shares, basic (weighted)1.5859.694114201275
Shares, diluted (weighted)1.5859.694114201275

Balance sheet

FY2022FY2022FY2023FY2024FY2025FY2026
Cash and equivalents11.838.8293.34441,592
Receivables00.230.083.856.8356.3
Other current assets0.011.342.011.011.4720.7
Total current assets11.840.445.74041334,663
Property, plant and equipment0.0264.31983291,2524,236
Lease right-of-use assets1.111.291.5292.376.9
Goodwill054.5
Total assets15.11202647631,8709,929
Accounts payable0.2513.36.45105251395
Accrued liabilities9.9624.730.1548
Deferred revenue03.8848.73.594.67
Total current liabilities2.5291155545001,163
Long-term debt05.96784,960
Lease liabilities0.941.011.0758.847.2
Other non-current liabilities01005.45
Total liabilities2.540.71946381,2366,186
Total debt7.19
Paid-in capital13.91281603751,0102,432
Retained earnings-21.6-56.1-101-250-481-662
Treasury stock-0.06-0.06-0.06-0.06-31.4-52.7
Shareholders' equity-2.5872.359.51254981,717
Minority interests06.9810.2007.03
Total equity-2.5879.269.71254981,725
Total liabilities and equity15.11202647631,8709,929
Shares outstanding1.5810295.9139225288

Cash flow statement

FY2022FY2022FY2023FY2024FY2025FY2026
Net income-0.57-23.5-45.6-150-231-184
Depreciation and amortization01.127.1179.413567.4
Stock-based compensation012.332.117.422.7220
Deferred income tax00.54-0.54000
Change in receivables0-0.230.15-3.77-2.93-49.3
Change in payables0.256.42-13.841.8-78.3-1.18
Cash from operations-0.08-0.8758.713.8-11589.7
Capital expenditures-0.02-58.3-131-142-682-2,866
Purchases of investments0-0.81-0.39-4.87-17
Sales and maturities of investments0005
Cash from investing-3.3-45.9-132-172-668-2,936
Stock issued0131192196
Share buybacks00-31.30
Cash from financing15.181.370.61478756,877
Net change in cash11.834.5-2.73-11.991.64,030
Free cash flow-0.1-59.1-72.5-128-797-2,776
Interest paid0.240.111.1217.862.7263
Income taxes paid000000.24

Key metrics

Worked out from the statements above. Latest values use fiscal 2026. Valuation uses the share price of $26.25 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin35.1%Gross profit / revenue.
Operating margin-38.7%Operating income / revenue.
EBITDA margin-27.7%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-29.7%Pre-tax income / revenue.
Net margin-40.9%Net income / revenue.
FCF margin-454.1%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin14.7%Cash from operations / revenue.
Return on equity (ROE)-22.6%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-4.2%Net income / average total assets.
Return on invested capital (ROIC)-64.5%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
SG&A / revenue54.3%Selling, general and administrative expense / revenue.
Stock-based pay / revenue36.0%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue468.8%Capital expenditures / revenue.
D&A / revenue11.0%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y167.5%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y122.6%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Gross profit growth, 1y1,716.0%Gross profit vs the same period a year earlier. Only from a positive base.
Gross profit CAGR, 3y169.1%Compound annual growth of gross profit over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EBITDA growth, 1y-370.4%EBITDA vs the same period a year earlier. Only from a positive base.
Operating cash flow CAGR, 3y15.2%Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value growth, 1y245.1%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y206.7%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y431.0%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y235.1%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y266.3%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y36.8%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y43.1%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 5y180.8%Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio4.01xCurrent assets / current liabilities.
Quick ratio1.42x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio1.37x(Cash + short-term investments) / current liabilities.
Liabilities / assets62.3%Total liabilities / total assets.
Interest coverage-8.01xOperating income / interest expense.
Working capital$3.50BCurrent assets - current liabilities.
Goodwill and intangibles / assets0.5%(Goodwill + intangible assets) / total assets.
Tangible book value$1.66BShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.10xRevenue / average total assets.
Fixed asset turnover0.22xRevenue / average property, plant and equipment.
Receivables turnover19.4xRevenue / average receivables.
Days sales outstanding19 days365 x average receivables / revenue.
Days payables298 days365 x average accounts payable / cost of revenue.
Capex / operating cash flow3,195.0%Capital expenditures / cash from operations, when that is positive.

Per share

MetricValueHow it is calculated
EPS, diluted-$0.91Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
EPS, basic-$0.91Net income per basic share, as reported (split-adjusted).
Revenue per share$2.22Revenue / diluted weighted shares.
FCF per share-$10.09Free cash flow / diluted weighted shares.
Operating cash flow per share$0.33Cash from operations / diluted weighted shares.
Book value per share$5.97Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$5.78Tangible book value / shares outstanding.
Cash per share$5.53(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$7.65BShare price x shares outstanding.
Enterprise value$6.06BMarket cap + total debt - cash - short-term investments.
P/S12.5xMarket cap / revenue.
P/B4.45xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book4.60xMarket cap / tangible book value, when positive.
P/OCF85.3xMarket cap / cash from operations, when positive.
EV/Sales9.91xEnterprise value / revenue.
FCF yield-36.3%Free cash flow / market cap.
Earnings yield-3.3%Net income / market cap (the inverse of P/E).
Shareholder yield0.0%(Dividends paid + share buybacks) / market cap.
What was Applied Digital Corp.'s revenue in fiscal 2026?

Applied Digital Corp. reported revenue of $611.3M for fiscal 2026, 167.5% higher than the year before.

Was Applied Digital Corp. profitable in fiscal 2026?

No. It reported a net loss of $250.3M.

How much free cash flow did Applied Digital Corp. generate in fiscal 2026?

Cash from operations of $89.7M minus capital expenditures of $2.87B left free cash flow of -$2.78B.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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