earnings
confidence high
sentiment positive
materiality 0.80
Applied Materials Q2 FY2022 revenue $6.25B (+12% YoY), GAAP EPS $1.74 (+22% YoY)
APPLIED MATERIALS INC /DE
2022-Q2 EPS reported
$3.74
revenue$12,516,000,000
- Non-GAAP adjusted diluted EPS of $1.85, up 13% YoY from $1.63.
- GAAP operating margin 30.3%, up 2.0 pts; non-GAAP operating margin 30.6%, down 1.1 pts.
- Cash from operations $415M; returned $2.01B to shareholders ($1.8B buybacks, $211M dividends).
- CEO cites record demand but ongoing supply chain constraints as headwind.