Array Digital Infrastructure Beats Q3 2026 Estimates as Revenue Rises 14% to $53.9M

Array Digital Infrastructure (AD) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $53.9 million, up 14% from a year earlier, above the $53.7 million estimate, and adjusted EPS was $0.81, down 16% from a year earlier, above the $0.33 estimate.

Q3 2026 scorecard

By our calculation, revenue was $194 thousand above the estimate and adjusted EPS was $0.48 above it. The QoQ column compares with the previous quarter's revenue of $54.1 million and adjusted EPS of $4.15. The YoY column compares with $47.1 million and $0.97 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 7 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 4 of the last 7 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $47.1 million, $60.3 million, $52.0 million, $54.1 million and $53.9 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.25 and revenue of $52.2 million next quarter, based on 1 analyst.
• Next report. Array Digital Infrastructure is next expected to report on Feb. 18, 2027.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 14% increase to $53.9 million.
• Related coverage. See our reports on Starwood Property Trust, Ubiquiti, Brookfield Asset Management and TeraWulf.

Sources: Results are from Array Digital Infrastructure's Nov. 6, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Array Digital Infrastructure's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.