Applied Materials Q2 revenue $7.1B (+7% YoY), record GAAP EPS $2.63 (+28%)

APPLIED MATERIALS INC /DE

2025-Q2 EPS reported $4.08 revenue$14,266,000,000

Revenue $7.10B (+7% YoY); GAAP EPS $2.63 (record, +28%); non-GAAP EPS $2.39 (+14%).
GAAP gross margin 49.1%, up 1.7 pts; non-GAAP gross margin 49.2%.
Cash from ops $1.57B; returned $2.00B to shareholders ($1.67B buybacks, $325M dividends).
CEO cites strong results amid AI-driven semiconductor demand; no significant customer demand changes from trade environment.
Q2 non-GAAP EPS $2.39 vs $2.09 a year ago; non-GAAP net income $1.94B (+11%).

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