Array Digital Infrastructure, Inc.

NYSE:AD 주식 리포트

시가총액: US$4.4b

Array Digital Infrastructure 과거 순이익 실적

과거 기준 점검 1/6

Array Digital Infrastructure의 수입은 연평균 -13.3%의 비율로 감소해 온 반면, Wireless Telecom 산업은 수입이 연평균 19.6% 증가했습니다. 매출은 연평균 27.3%의 비율로 감소해 왔습니다. Array Digital Infrastructure의 자기자본이익률은 18.6%이고 순이익률은 183.4%입니다.

핵심 정보

-13.30%

순이익 성장률

-13.29%

주당순이익(EPS) 성장률

Wireless Telecom 산업 성장률23.12%
매출 성장률-27.31%
자기자본이익률18.60%
순이익률183.41%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 24

AD: Proposed Buyout Terms Will Likely Expose Rich Earnings Multiple

Analysts have reduced their price target on Array Digital Infrastructure from $59.32 to $45.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a much higher future P/E as the main drivers of the change. What's in the News Telephone and Data Systems, Inc.
내러티브 업데이트 May 06

AD: Guidance Stability And Governance Changes Will Shape Future Return Potential

Analysts have maintained Array Digital Infrastructure's fair value estimate at $53.83 per share, with only minor model tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding this narrative update to the price target rationale. What's in the News Array Digital Infrastructure, Inc.
내러티브 업데이트 Apr 21

AD: Officer Exculpation Vote And Carrier Deals Will Drive Future Upside

Analysts have nudged their price target on Array Digital Infrastructure higher to $60.00, reflecting refreshed assumptions around slightly stronger revenue growth expectations, a modestly lower profit margin forecast, and a marginally higher future P/E multiple. What's in the News Array Digital Infrastructure is asking shareholders to approve amendments to its Restated Certificate of Incorporation to add exculpation provisions for certain corporate officers regarding monetary damages tied to breaches of the fiduciary duty of care, subject to limitations, with a vote planned at the 2026 annual meeting on May 19, 2026 (company bylaws filing).
내러티브 업데이트 Apr 07

AD: Spectrum Sale And Special Dividend Will Drive Future Upside Potential

Analysts have adjusted the Array Digital Infrastructure price target from $63.00 to $60.00, citing updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Array Digital Infrastructure issued 2026 earnings guidance, projecting total revenue in a range of $200 million to $215 million (Corporate Guidance).
내러티브 업데이트 Mar 23

AD: Spectrum Sale Cash And Special Dividend Will Drive Future Upside

Analysts have revised their price target for Array Digital Infrastructure to $53.83, reflecting updated assumptions for revenue growth, profit margins and future P/E, which together shape a more balanced view of the company’s potential risk and reward profile. What's in the News Array Digital Infrastructure issued earnings guidance for 2026, with expected total revenue in a range of $200 million to $215 million, giving investors a concrete top line reference point for the year (Corporate guidance).
내러티브 업데이트 Mar 09

AD: Spectrum Sale Cash And Special Dividend Will Balance Future Uncertainty

Analysts have trimmed their price target on Array Digital Infrastructure from about $58.17 to $53.83, citing updated assumptions for fair value, revenue growth, profit margins, and future P/E estimates. What's in the News Array Digital Infrastructure issued 2026 earnings guidance, with total revenue expected in a range of US$200m to US$215m.
내러티브 업데이트 Feb 23

AD: Spectrum Sale Cash And Special Dividend Will Drive Future Upside

Analysts now place Array Digital Infrastructure's price target at about $58.17, up slightly from roughly $57.71, reflecting updated views on its projected profit margin, P/E multiple, and discount rate. What's in the News Array Digital Infrastructure issued earnings guidance for 2026, targeting total revenue between $200 million and $215 million.
내러티브 업데이트 Feb 09

AD: Spectrum Sale And Special Dividend Will Reframe Future Earnings Profile

Analysts have maintained their fair value estimate for Array Digital Infrastructure at $63.00. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions, while keeping the overall price target unchanged.
내러티브 업데이트 Jan 25

AD: Spectrum Sale Windfall And Special Dividend Will Drive Future Upside

Analysts have raised their price target for Array Digital Infrastructure from US$54.50 to about US$57.71, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the main drivers of this change. What's in the News Array Digital Infrastructure closed a previously announced agreement with AT&T to sell a portion of its retained spectrum licenses for total consideration of US$1.018b, providing a significant cash inflow for the company (Key Developments).
내러티브 업데이트 Jan 11

AD: New Leadership Transition Will Reshape Tower And Spectrum Prospects

Analysts have cut their fair value estimate for Array Digital Infrastructure from US$85.00 to US$63.00, reflecting updated assumptions for revenue growth, profit margins and a higher discount rate, along with a much higher future P/E multiple estimate. What's in the News Array Digital Infrastructure reported that between July 1, 2025 and September 30, 2025, it repurchased 0 shares for US$0 million, with the overall buyback program, announced on November 18, 2009, now totaling 9,741,893 shares, or 11.38%, for US$381.03 million (Key Developments).
내러티브 업데이트 Dec 25

AD: Leadership Transition And T-Mobile Deal Will Shape Future Risk Reward Balance

Analysts have maintained their price target on Array Digital Infrastructure at 54.50 dollars, reflecting unchanged fair value assumptions, a steady discount rate, and consistent long term expectations for growth, margins, and valuation multiples. What's in the News Array Digital Infrastructure appointed Anthony Carlson, currently Vice President of Organizational Transformation at TDS Telecom and former senior leader at UScellular, as CEO effective November 16, 2025.
내러티브 업데이트 Dec 11

AD: New CEO And T-Mobile Deal Will Shape Balanced Future Prospects

Analysts have modestly reiterated their price target on Array Digital Infrastructure at approximately 54.50 dollars. This reflects largely unchanged views on its long term fair value, discount rate, and profitability outlook, despite recent revisions to growth and valuation inputs.
내러티브 업데이트 Nov 27

AD: Leadership Change And T-Mobile Deal Will Drive Upside Momentum

Analysts have lowered their price target on Array Digital Infrastructure from $68.80 to $54.50, citing more conservative outlooks on revenue growth and profit margins. What's in the News Anthony Carlson, age 39, will become CEO of Array Digital Infrastructure on November 16, 2025.
Seeking Alpha Nov 17

Array Digital Infrastructure: Pending Spectrum Sales And Positive Free Cash Flow From Towers

Summary Array Digital Infrastructure's cell tower business grew by 68% over its year-ago comp following T-Mobile's master license agreement. The tower company is set to see some near-term headwinds as DISH Wireless declared force majeure and moves to escape its agreement. Telephone and Data Systems expects to receive a $10 per share special dividend following the close of spectrum sales to AT&T. AD's total debt fell to $672 million at the end of the third quarter, with the company holding cash and short-term investments of $325 million. Read the full article on Seeking Alpha
내러티브 업데이트 Nov 10

AD: Leadership Transition And T-Mobile Deal Signal Upside Ahead

Analysts have lowered their price target for Array Digital Infrastructure from $72.80 to $68.80. They cite recent adjustments to discount rates and downward revisions in projected profit margins.
내러티브 업데이트 Oct 27

T-Mobile Deal And Tower Agreements Will Drive Digital Infrastructure Transition

Analysts have revised their price target for Array Digital Infrastructure down from $75.50 to $72.80. They cited minor adjustments to discount rates and projected future earnings multiples as key drivers behind the updated valuation.
내러티브 업데이트 Aug 27

T-Mobile Partnership And Fiber Expansion Will Fuel Future Prospects

The sharp decline in consensus revenue growth forecasts, despite a significant improvement in net profit margin, has driven analysts to lower Array Digital Infrastructure’s fair value estimate from $80.75 to $75.50. What's in the News United States Cellular Corporation is changing its name to Array Digital Infrastructure, Inc.
분석 기사 Jun 13

Investor Optimism Abounds United States Cellular Corporation (NYSE:USM) But Growth Is Lacking

With a median price-to-sales (or "P/S") ratio of close to 1.2x in the Wireless Telecom industry in the United States...
분석 기사 May 14

Shareholders Will Probably Hold Off On Increasing United States Cellular Corporation's (NYSE:USM) CEO Compensation For The Time Being

Key Insights United States Cellular will host its Annual General Meeting on 20th of May CEO LT Therivel's total...
분석 기사 Mar 17

These 4 Measures Indicate That United States Cellular (NYSE:USM) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Feb 17

United States Cellular Corporation's (NYSE:USM) Business Is Yet to Catch Up With Its Share Price

When you see that almost half of the companies in the Wireless Telecom industry in the United States have...
분석 기사 Nov 29

Is United States Cellular (NYSE:USM) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Nov 02

United States Cellular Q3 Earnings: 2 Very Different Paths

Summary US Cellular's Q3 earnings were disappointing with misses on both EPS and Revenue. If the sale to T-Mobile is approved, US Cellular shareholders are likely to see significant upside from the sale price, additional spectrum sales, and remaining assets. If the sale is not approved, shareholders are left with a struggling and underinvested telecom business. Read the full article on Seeking Alpha
Seeking Alpha Oct 23

United States Cellular Exits Wireless Business: What The T-Mobile And Verizon Deals Mean For Investors

Summary United States Cellular plans to sell its wireless operations and 30% of its spectrum to T-Mobile for $4.4 billion, exiting the wireless business by mid-2025. U.S. Cellular will retain 70% of its spectrum, 4,400 towers, and key investments, focusing on fiber infrastructure and fixed wireless broadband solutions. Combined, the $1 billion spectrum sale to Verizon and the T-Mobile deal will boost USM's cash by $3.4 billion and reduce debt by $2 billion. Despite revenue declines, USM stock's valuation remains attractive with a potential book value increase to $8 billion, justifying a "Buy" rating. My main cause for concern is the uncertainty regarding the actual details of the deals themselves and how they'll ultimately shape UScellular's balance sheet post-transaction. Read the full article on Seeking Alpha
분석 기사 Sep 16

Revenues Not Telling The Story For United States Cellular Corporation (NYSE:USM)

With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Wireless Telecom industry in the United States...
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새로운 내러티브 Aug 31

Monetizing Spectrum And Expanding 5G To Propel Growth Amidst Competitive Challenges

Enhanced network capacity with mid-band 5G deployment aimed at handling significant data traffic, hinting at better customer satisfaction and subscriber growth.
분석 기사 Jul 24

Here's Why United States Cellular (NYSE:USM) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jun 01

Subdued Growth No Barrier To United States Cellular Corporation (NYSE:USM) With Shares Advancing 53%

United States Cellular Corporation ( NYSE:USM ) shareholders have had their patience rewarded with a 53% share price...
분석 기사 May 14

Returns On Capital At United States Cellular (NYSE:USM) Have Hit The Brakes

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Apr 17

United States Cellular Corporation's (NYSE:USM) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
분석 기사 Mar 19

Is United States Cellular (NYSE:USM) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

매출 및 비용 세부 내역

Array Digital Infrastructure가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:AD 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26188345680
31 Dec 25163170840
30 Sep 253,7961871,3200
30 Jun 253,774-181,3210
31 Mar 25-820-99-1990
31 Dec 24103-861030
30 Sep 241,077-844270
30 Jun 242,015347400
31 Mar 243,870591,3540
31 Dec 2310071010
30 Sep 233,955121,3960
30 Jun 234,074-231,4310
31 Mar 234,145-61,4280
31 Dec 224,169301,4080
30 Sep 224,189851,3930
30 Jun 224,1221311,3690
31 Mar 224,1091441,3650
31 Dec 214,1221551,3450
30 Sep 214,1261331,3580
30 Jun 214,1371851,3480
31 Mar 214,0972181,3380
31 Dec 204,0372291,3680
30 Sep 204,0162421,3730
30 Jun 204,0201801,3960
31 Mar 204,0191441,4150
31 Dec 194,0221271,4060
30 Sep 194,0211301,4010
30 Jun 193,9911431,3890
31 Mar 193,9911591,3880
31 Dec 183,9671501,3880
30 Sep 183,9444021,3850
30 Jun 183,906671,3890
31 Mar 183,896311,3990
31 Dec 173,890121,4120
30 Sep 173,867-2661,4320
30 Jun 173,927501,4520
31 Mar 173,957651,4580
31 Dec 163,990481,4800
30 Sep 163,972511,4760
30 Jun 164,018981,4820
31 Mar 164,001901,4860
31 Dec 154,0312411,4940
30 Sep 154,0192221,5020
30 Jun 153,9501351,5230

양질의 수익: AD는 $111.6M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: AD는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: AD의 수익은 지난 5년 동안 연평균 13.3% 감소했습니다.

성장 가속화: AD는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: AD는 지난해 흑자전환하여 지난 해 수익 성장률을 Wireless Telecom 업계(-11.5%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: AD의 자본 수익률(18.6%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 20:49
종가2026/05/27 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
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분석가 소스

Array Digital Infrastructure, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William PowerBaird
Zachary SilverB. Riley Securities, Inc.
Michael RollinsCitigroup Inc