ARRAY DIGITAL INFRASTRUCTURE, INC. AD

Communication services SIC 4812 - Radiotelephone Communications NYSE

On August 1, 2025, United States Cellular Corporation changed its name to Array Digital Infrastructure, Inc. (Array). Array is used throughout this report even when referring to historical periods. On August 12, 2025, the Array Common Shares ticker symbol on the New York Stock Exchange changed to "AD". Array connects America through digital infrastructure by leasing tower space to tenants and providing ancillary services. As of December 31, 2025, Array owns 4,450 towers in 19 states. Array also holds noncontrolling interests in primarily wireless operating companies and holds certain wireless spectrum licenses. As of December 31, 2025, Array is an 82.0%-owned subsidiary of Telephone and Data Systems, Inc. (TDS). Through July 31, 2025, Array provided wireless communication services; these operations and certain wireless spectrum licenses were disposed of on August 1, 2025, as discussed further below.

Last close 38.50 2026-09-04
Market cap $3.33B estimated share count
52-week range 33.71 - 60.82

Valuation FY2025 figures against the last close

P/S20.4x
P/E68.8x
P/FCF19.2x
EV/EBITDA
Dividend yield
Diluted EPS0.56

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue $163.0M$102.9M$100.5M$4.08B$4.04B$3.96B$3.95B$3.90B$3.89B$3.99B
Cost of revenue $79.5M$73.0M$67.9M$732.0M$760.0M
Gross profit $83.5M$29.9M$32.6M$3.16B$3.23B
SG&A $84.4M$102.6M$101.4M$1.41B$1.34B$1.37B$1.41B$1.39B$1.41B$1.48B
Total operating expenses $255.5M$363.3M$212.7M$4.10B$3.95B$3.86B$3.91B$3.81B$4.19B$3.94B
Operating income -$92.5M-$260.3M-$112.2M$69.0M$170.0M$173.0M$112.0M$158.0M-$304.0M$48.0M
Interest expense $28.2M$12.4M$14.6M$163.0M$175.0M$112.0M$110.0M$116.0M$113.0M$113.0M
Pre-tax income $141.1M-$99.7M$41.2M$72.0M$180.0M$250.0M$185.0M$215.0M-$272.0M$82.0M
Income tax $31.1M$19.3M$32.9M$37.0M$20.0M$17.0M$52.0M$51.0M$287.0M$33.0M
Net income $69.2M-$31.6M$57.9M$34.8M$159.8M$229.0M$127.0M$150.0M$12.0M$48.0M
EPS, basic 0.57-0.460.640.351.802.661.471.750.140.56
EPS, diluted 0.56-0.460.630.351.772.621.441.720.140.56
Shares, diluted (wtd. avg.) $87.3M$85.6M$86.7M$86.0M$87.0M$87.0M$88.0M$87.0M$86.0M$85.0M

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Cash and equivalents $113.4M$143.7M$179.9M$308.3M$199.0M$1.29B$291.0M$583.0M$352.0M$586.0M
Short-term investments $0$3.0M$0$17.0M$50.0M$0
Receivables $905.0M$900.0M$985.0M$976.0M$915.0M$919.0M$908.0M$775.0M$658.0M
Inventory $179.0M$199.0M$261.0M$173.0M$146.0M$162.0M$142.0M$138.0M$138.0M
Total current assets $144.8M$1.34B$1.40B$1.72B$1.60B$2.62B$1.57B$1.81B$1.48B$1.56B
Property, plant and equipment $389.0M$384.0M$2.58B$2.62B$2.61B$2.47B$2.21B$2.20B$2.32B$2.47B
Goodwill $0$370.0M
Total assets $4.68B$10.45B$10.75B$11.12B$10.34B$9.68B$8.16B$7.27B$6.84B$7.11B
Total current liabilities $200.0M$883.8M$901.0M$1.20B$903.0M$871.0M$750.0M$691.0M$733.0M$718.0M
Retained earnings $769.8M$2.82B$2.89B$2.86B$2.85B$2.74B$2.55B$2.44B$2.16B$2.16B
Total equity $2.57B$4.58B$4.64B$4.57B$4.56B$4.43B$4.21B$4.07B$3.69B$3.65B

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating cash flow $200.8M$882.5M$866.9M$832.0M$802.0M$1.24B$724.0M$709.0M$469.0M$501.0M
Depreciation and amortisation $39.1M$38.8M$41.7M$682.0M$662.0M$669.0M$689.0M$627.0M$604.0M$607.0M
Stock-based compensation $1.8M$2.7M$1.1M$24.0M$27.0M$32.0M$41.0M$37.0M$30.0M$26.0M
Capital expenditure $27.2M$18.5M$40.6M$602.0M$724.0M$989.0M$650.0M$512.0M$465.0M$443.0M
Investing cash flow $2.44B-$556.2M-$720.9M-$1.18B-$2.04B-$1.16B-$864.0M-$464.0M-$683.0M-$618.0M
Financing cash flow -$2.68B-$347.0M-$274.3M$456.0M$142.0M$926.0M-$152.0M-$14.0M-$20.0M-$12.0M
Buybacks $21.4M$54.1M$0$43.0M$31.0M$23.0M$21.0M$0$0$5.0M

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0000821130-26-000025.

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