FleetCor Technologies, Inc. is a global provider of commercial payment solutions. It provides fuel cards, commercial payment and data solutions, stored value solutions, and workforce payment products and services to businesses, commercial fleets, major oil companies, petroleum marketers and government entities. The firm also provides customers with various card products that function like a charge card to purchase fuel, lodging and related products and services at participating locations. It operates through North America and International segments. The company was founded by W. Boatner Reily, III on February 3, 1998 and is headquartered in Norcross, GA.
Company profile
Ticker
APLD
Exchange
Website
CEO
Ronald F. Clarke
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Applied Blockchain, Inc., Applied Science Products, Inc., FLIGHT SAFETY TECHNOLOGIES INC, REEL STAFF INC
SEC CIK
Corporate docs
Subsidiaries
APLD Hosting, LLC • 1.21 Gigawatts, LLC • APLD Rattlesnake Den I LLC • APLD Rattlesnake Den II LLC • APLD – JTND Phase II, LLC • APLD ELN-01 LLC • Applied Talent Resources LLC • APLD GPU-01 LLC • APLD HPC-01 LLC • Sai Computing Holdings LLC ...
IRS number
954863690
APLD stock data
Latest filings (excl ownership)
S-3
Shelf registration
15 Apr 24
10-Q
2024 Q3
Quarterly report
11 Apr 24
8-K
Applied Digital Reports Fiscal Third Quarter 2024 Results
11 Apr 24
8-K
Regulation FD Disclosure
8 Apr 24
8-K
Completion of Acquisition or Disposition of Assets
5 Apr 24
8-K
Applied Digital Issues $50 Million Unsecured Convertible Debenture to Advance HPC Data Center Project in Ellendale, North Dakota
1 Apr 24
8-K
Applied Digital Announces Agreement to Sell Garden City Campus to Marathon Digital Holdings
15 Mar 24
8-K
Other Events
8 Mar 24
8-K
Applied Digital Completes Financing for Jamestown HPC Data Center Campus
5 Mar 24
8-K
Other Events
29 Feb 24
Transcripts
APLD
Earnings call transcript
2024 Q3
11 Apr 24
APLD
Earnings call transcript
2024 Q2
16 Jan 24
APLD
Earnings call transcript
2024 Q1
9 Oct 23
APLD
Earnings call transcript
2023 Q4
24 Jul 23
APLD
Earnings call transcript
2023 Q3
6 Apr 23
APLD
Earnings call transcript
2023 Q2
9 Jan 23
APLD
Earnings call transcript
2023 Q1
11 Oct 22
APLD
Earnings call transcript
2022 Q4
26 Aug 22
APLD
Earnings call transcript
2022 Q3
13 May 22
Latest ownership filings
4
Wes Cummins
8 Apr 24
4
DAVID RENCH
8 Apr 24
4
Michael Maniscalco
8 Apr 24
4
Rachel H. Lee
26 Feb 24
3
Rachel H. Lee
26 Feb 24
4
KELLI MCDONALD
23 Feb 24
4
VIRGINIA MOORE
22 Feb 24
SC 13G
Hood River Capital Management LLC
14 Feb 24
SC 13G
Capital Research Global Investors
9 Feb 24
SC 13G/A
BlackRock Inc.
7 Feb 24
Financial summary
Quarter (USD) | Nov 23 | Aug 23 | May 23 | Feb 23 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | May 23 | May 22 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 34.63 mm | 34.63 mm | 34.63 mm | 34.63 mm | 34.63 mm | 34.63 mm |
Cash burn (monthly) | (no burn) | (no burn) | 2.72 mm | 2.21 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | 12.79 mm | 10.36 mm | n/a | n/a |
Cash remaining | n/a | n/a | 21.85 mm | 24.27 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | 8.0 | 11.0 | n/a | n/a |
Institutional ownership, Q3 2023
44.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 133 |
Opened positions | 31 |
Closed positions | 27 |
Increased positions | 51 |
Reduced positions | 38 |
13F shares | Current |
---|---|
Total value | 329.46 bn |
Total shares | 54.13 mm |
Total puts | 1.21 mm |
Total calls | 1.93 mm |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
Hood River Capital Management | 7.59 mm | $47.36 bn |
BLK Blackrock | 4.48 mm | $27.94 bn |
Oasis Management | 3.99 mm | $24.89 bn |
Vanguard | 3.34 mm | $20.81 bn |
272 Capital | 2.04 mm | $12.70 bn |
Divisadero Street Capital Management | 1.92 mm | $11.97 bn |
Geode Capital Management | 1.64 mm | $10.22 bn |
CastleKnight Management | 1.59 mm | $9.92 bn |
Capital Research Global Investors | 1.39 mm | $8.68 bn |
STT State Street | 1.29 mm | $8.04 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
4 Apr 24 | Michael Maniscalco | Common Stock | Payment of exercise | Dispose F | No | No | 3.27 | 6,072 | 19.86 k | 75,327 |
4 Apr 24 | Michael Maniscalco | Common Stock | Option exercise | Acquire M | No | No | 0 | 25,000 | 0.00 | 81,399 |
4 Apr 24 | Michael Maniscalco | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 25,000 | 0.00 | 50,000 |
4 Apr 24 | David Rench | Common Stock | Payment of exercise | Dispose F | No | No | 3.27 | 17,045 | 55.74 k | 280,445 |
4 Apr 24 | David Rench | Common Stock | Option exercise | Acquire M | No | No | 0 | 70,000 | 0.00 | 297,490 |
4 Apr 24 | David Rench | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 70,000 | 0.00 | 140,000 |
4 Apr 24 | Cummins Wes | Common Stock | Payment of exercise | Dispose F | No | No | 3.27 | 49,113 | 160.60 k | 3,964,764 |
4 Apr 24 | Cummins Wes | Common Stock | Option exercise | Acquire M | No | No | 0 | 200,000 | 0.00 | 4,013,877 |
4 Apr 24 | Cummins Wes | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 200,000 | 0.00 | 400,000 |
22 Feb 24 | Rachel H. Lee | Common Stock | Grant | Acquire A | No | No | 0 | 79,219 | 0.00 | 79,219 |
News
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12 Apr 24
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12 Apr 24
Gold Jumps Over 2%; Wells Fargo Earnings Top Views
12 Apr 24
Applied Digital Analysts Slash Their Forecasts After Q3 Results
12 Apr 24
Lake Street Maintains Buy on Applied Digital, Lowers Price Target to $7
12 Apr 24
Press releases
Applied Digital Reports Fiscal Third Quarter 2024 Results
11 Apr 24
Applied Digital Reschedules Fiscal Third Quarter 2024 Earnings Conference Call to Thursday, April 11, 2024 at 5:00 p.m. Eastern Time
9 Apr 24
Applied Digital Issues $50 Million Unsecured Convertible Debenture to Advance HPC Data Center Project in Ellendale, North Dakota
1 Apr 24
Applied Digital Sets Fiscal Third Quarter 2024 Earnings Conference Call for Wednesday, April 10, 2024 at 9:00 a.m. Eastern Time
28 Mar 24
Investigation Alert: Cummins, Apellis Pharmaceuticals, Inspire Medical, and Applied Digital - Johnson Fistel, LLP Encourages Long-Term Investors to Submit Their Information Below
19 Mar 24