Applied Materials Q3 revenue $7.30B (record), EPS $2.22/$2.48; guides Q4 down

APPLIED MATERIALS INC /DE

2025-Q3 EPS reported $6.29 revenue$21,568,000,000

Record revenue $7.30B, +8% YoY; GAAP EPS $2.22 (+8%), record non-GAAP EPS $2.48 (+17%).
GAAP gross margin 48.8% (+1.5pp); operating margin 30.6% (+1.9pp). Free cash flow $2.05B, -2%.
CEO cites 'dynamic macroeconomic and policy environment' increasing uncertainty, especially for China.
CFO expects Q4 revenue decline due to China capacity digestion and non-linear leading-edge demand.
Fiscal 2025 on track for sixth consecutive year of revenue growth.

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