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Side-by-side financial comparison of Applied Digital Corp. (APLD) and TOMPKINS FINANCIAL CORP (TMP). Click either name above to swap in a different company.
TOMPKINS FINANCIAL CORP is the larger business by last-quarter revenue ($194.8M vs $126.6M, roughly 1.5× Applied Digital Corp.). TOMPKINS FINANCIAL CORP runs the higher net margin — 49.4% vs -11.4%, a 60.8% gap on every dollar of revenue. On growth, TOMPKINS FINANCIAL CORP posted the faster year-over-year revenue change (152.7% vs 98.2%). TOMPKINS FINANCIAL CORP produced more free cash flow last quarter ($31.9M vs $-567.9M). Over the past eight quarters, Applied Digital Corp.'s revenue compounded faster (70.9% CAGR vs 63.6%).
BAE Systems Digital Intelligence is an international defence and security technology firm owned by BAE Systems. They specialize in delivering digital solutions that enable rapid, data-driven decision-making. Their services, solutions and products span customers in Law Enforcement, National Security, Government Departments and Government Enterprises, Critical National Infrastructure, Telecommunications, the Military, and Space.
Tompkins Financial Corporation is a small, diversified financial services company based in Ithaca, New York. It is the parent of the Tompkins Trust Company, as well as several other banks, an insurance agency, and a wealth management division.
APLD vs TMP — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $126.6M | $194.8M |
| Net Profit | $-14.4M | $96.2M |
| Gross Margin | 20.6% | — |
| Operating Margin | -24.5% | 71.7% |
| Net Margin | -11.4% | 49.4% |
| Revenue YoY | 98.2% | 152.7% |
| Net Profit YoY | 89.6% | 388.9% |
| EPS (diluted) | $-0.07 | $6.72 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $126.6M | $194.8M | ||
| Q3 25 | $64.2M | $87.4M | ||
| Q2 25 | $-33.3M | $82.6M | ||
| Q1 25 | $52.9M | $81.7M | ||
| Q4 24 | $63.9M | $77.1M | ||
| Q3 24 | $60.7M | $76.6M | ||
| Q2 24 | $43.7M | $72.7M | ||
| Q1 24 | $43.3M | $72.8M |
| Q4 25 | $-14.4M | $96.2M | ||
| Q3 25 | $-16.9M | $23.7M | ||
| Q2 25 | $-52.5M | $21.5M | ||
| Q1 25 | $-35.6M | $19.7M | ||
| Q4 24 | $-138.7M | $19.7M | ||
| Q3 24 | $-4.2M | $18.6M | ||
| Q2 24 | $-64.5M | $15.7M | ||
| Q1 24 | $-62.8M | $16.9M |
| Q4 25 | 20.6% | — | ||
| Q3 25 | 13.4% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 7.1% | — | ||
| Q4 24 | 18.0% | — | ||
| Q3 24 | -0.6% | — | ||
| Q2 24 | -9.1% | — | ||
| Q1 24 | -8.6% | — |
| Q4 25 | -24.5% | 71.7% | ||
| Q3 25 | -34.7% | 35.6% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | -35.8% | 31.6% | ||
| Q4 24 | -29.1% | 33.4% | ||
| Q3 24 | 15.6% | 32.0% | ||
| Q2 24 | -68.4% | 28.3% | ||
| Q1 24 | -128.8% | 30.4% |
| Q4 25 | -11.4% | 49.4% | ||
| Q3 25 | -26.4% | 27.1% | ||
| Q2 25 | 157.8% | 26.0% | ||
| Q1 25 | -67.2% | 24.1% | ||
| Q4 24 | -217.2% | 25.5% | ||
| Q3 24 | -7.0% | 24.3% | ||
| Q2 24 | -147.5% | 21.6% | ||
| Q1 24 | -145.0% | 23.2% |
| Q4 25 | $-0.07 | $6.72 | ||
| Q3 25 | $-0.07 | $1.65 | ||
| Q2 25 | $-0.31 | $1.50 | ||
| Q1 25 | $-0.16 | $1.37 | ||
| Q4 24 | $-0.66 | $1.39 | ||
| Q3 24 | $-0.03 | $1.30 | ||
| Q2 24 | $-0.57 | $1.10 | ||
| Q1 24 | $-0.52 | $1.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.9B | $132.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $938.4M |
| Total Assets | $5.2B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.9B | $132.8M | ||
| Q3 25 | $73.9M | $193.5M | ||
| Q2 25 | $41.6M | $212.6M | ||
| Q1 25 | $68.7M | $193.1M | ||
| Q4 24 | $286.2M | $134.4M | ||
| Q3 24 | $58.2M | $132.3M | ||
| Q2 24 | $3.3M | $70.9M | ||
| Q1 24 | $4.4M | $57.1M |
| Q4 25 | $1.4B | $938.4M | ||
| Q3 25 | $1.0B | $788.8M | ||
| Q2 25 | $497.7M | $761.8M | ||
| Q1 25 | $454.6M | $741.4M | ||
| Q4 24 | $434.6M | $713.4M | ||
| Q3 24 | $241.8M | $719.9M | ||
| Q2 24 | $124.8M | $674.6M | ||
| Q1 24 | $118.5M | $667.9M |
| Q4 25 | $5.2B | $8.7B | ||
| Q3 25 | $2.4B | $8.5B | ||
| Q2 25 | $1.9B | $8.4B | ||
| Q1 25 | $1.7B | $8.2B | ||
| Q4 24 | $1.5B | $8.1B | ||
| Q3 24 | $937.7M | $8.0B | ||
| Q2 24 | $762.9M | $7.9B | ||
| Q1 24 | $643.2M | $7.8B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-15.8M | $38.9M |
| Free Cash FlowOCF − Capex | $-567.9M | $31.9M |
| FCF MarginFCF / Revenue | -448.6% | 16.4% |
| Capex IntensityCapex / Revenue | 436.1% | 3.6% |
| Cash ConversionOCF / Net Profit | — | 0.40× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.3B | $105.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-15.8M | $38.9M | ||
| Q3 25 | $-82.0M | $34.9M | ||
| Q2 25 | $6.9M | $18.9M | ||
| Q1 25 | $5.9M | $22.2M | ||
| Q4 24 | $-52.3M | $95.0M | ||
| Q3 24 | $-75.9M | $21.2M | ||
| Q2 24 | $-34.1M | $27.3M | ||
| Q1 24 | $38.8M | $23.2M |
| Q4 25 | $-567.9M | $31.9M | ||
| Q3 25 | $-331.4M | $33.9M | ||
| Q2 25 | $-191.4M | $18.3M | ||
| Q1 25 | $-251.6M | $20.9M | ||
| Q4 24 | $-223.3M | $88.8M | ||
| Q3 24 | $-130.7M | $18.9M | ||
| Q2 24 | $-88.9M | $26.3M | ||
| Q1 24 | $-2.3M | $21.9M |
| Q4 25 | -448.6% | 16.4% | ||
| Q3 25 | -516.1% | 38.8% | ||
| Q2 25 | 574.8% | 22.1% | ||
| Q1 25 | -475.4% | 25.5% | ||
| Q4 24 | -349.6% | 115.1% | ||
| Q3 24 | -215.3% | 24.7% | ||
| Q2 24 | -203.5% | 36.2% | ||
| Q1 24 | -5.4% | 30.0% |
| Q4 25 | 436.1% | 3.6% | ||
| Q3 25 | 388.4% | 1.1% | ||
| Q2 25 | -595.4% | 0.8% | ||
| Q1 25 | 486.6% | 1.7% | ||
| Q4 24 | 267.8% | 8.1% | ||
| Q3 24 | 90.3% | 2.9% | ||
| Q2 24 | 125.4% | 1.3% | ||
| Q1 24 | 95.0% | 1.9% |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.74× | ||
| Q1 24 | — | 1.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APLD
| HPC Hosting Business | $85.0M | 67% |
| Data Center Hosting Business | $41.6M | 33% |
TMP
Segment breakdown not available.
