More capacity, more rent
New capacity at Polaris Forge is expected to lift rental income.
Applied Digital
Oct 4, 2026, 9:49 PM PDT
Shortcut
0.06Shortcut
+119.0% vs Street
Street
-0.30Street
Normalized · Oct 4 snapshot
Real
-0.01Actual adjusted EPS
Shortcut win
Q1 FY2027 company-adjusted EPS was −$0.01. The score compares the original +$0.06 forecast and frozen −$0.30 Street estimate directly with this reported value. The Street’s adjustment definition remains unverified. Revenue was $341.9m, or $300.4m excluding ChronoScale.
Issuer earnings release ↗Absolute EPS error: Shortcut 6.7¢ · Street 29.0¢. Scored using the saved published forecast.
Explore the model.
Open the assumptions and calculations behind this earnings forecast.
Behind the estimate.
Revenue with a thin margin
Tenant fit-out work adds substantial revenue, but contributes much less to profit.
Financing offsets growth
Interest on new debt absorbs part of the operating improvement.
Publication details
- Reporting period
- Q1 FY2027, ended 2026-08-31
- Reporting basis
- Company-adjusted diluted EPS before NCI, USD per common share. Comparability with frozen normalized consensus is unresolved.
- Published
- Oct 4, 2026, 9:49 PM PDT
- Model / effort
- Opus 5.5 · High effort
Original forecasts, models and publication times remain on the record.