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AD reported third quarter 2026 results. The stock moved -4.4% on the print.
ADearnings

Array Digital Infrastructure, Inc. (AD) Q3 FY2026 earnings

November 6, 2026 · SharpeIQ Research Desk

Reported results

  • GAAP total operating revenues from continuing operations were $53.9 million for the third quarter of 2026, compared to $47.1 million for the third quarter of 2025.
  • GAAP net income attributable to Array shareholders from continuing operations was $69.6 million, or $0.81 per diluted share, for the third quarter of 2026.
  • GAAP site rental revenues were $52,475 thousand for the third quarter of 2026, up 14% from $45,838 thousand for the third quarter of 2025.
  • Non-GAAP Adjusted EBITDA was $63,741 thousand for the third quarter of 2026, compared to $85,081 thousand for the third quarter of 2025.
  • Non-GAAP Adjusted OIBDA was $18,255 thousand for the third quarter of 2026, compared to $6,107 thousand for the third quarter of 2025.

Guidance

  • Full-year 2026 estimated total operating revenues: $205-$215 million
  • Full-year 2026 estimated Adjusted OIBDA (Non-GAAP): $60-$75 million
  • Full-year 2026 estimated Adjusted EBITDA (Non-GAAP): $220-$235 million
  • Full-year 2026 estimated capital expenditures: $25-$35 million

Price and volatility reaction

The stock moved -4.4% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -21.9 vol points across the event (constant-maturity series — not the front-week crush).

MeasureValueBasis
Close before release31.372026-11-05
Close after release29.982026-11-06
Realised move-4.4%close to close
30d ATM IV change-21.9 vol ptsconstant-maturity series, not the front expiry
Price and volatility reaction. Closes either side of the release. No front-expiry chain on file for a straddle expected move. SharpeIQ — listed option chain and price_history

Source

The figures above come from the earnings release the company filed with the SEC on 2026-11-06 (8-K, Item 2.02). Read the original filing on sec.gov.

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