Applied Materials Q2 FY2026: Record revenue $7.91B, EPS $3.51 GAAP, $2.86 non-GAAP

APPLIED MATERIALS INC /DE

Revenue $7.91B (+11% YoY); GAAP EPS $3.51 (+33%), non-GAAP EPS $2.86 (+20%).
GAAP gross margin 49.9% (up 0.8 pts); non-GAAP gross margin 50.0%.
CEO expects semiconductor equipment business to grow more than 30% in calendar 2026.
Distributed $765M to shareholders: $400M in buybacks and $365M in dividends.
Free cash flow $210M, down 80% from $1.06B a year earlier.

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

APPLIED MATERIALS INC /DE reported second quarter ended April 26, 2026 results: revenue $7,910 million, net income $2,806 million, EPS $3.51.

Period: second quarter ended April 26, 2026
Revenue: $7,910 million
Net income: $2,806 million
EPS: $3.51
Result: reported results

Exact text from the filing

986-7977 mike_sullivan@amat.com Media Contact: Ricky Gradwohl (408) 235-4676 ricky_gradwohl@amat.com APPLIED MATERIALS ANNOUNCES SECOND QUARTER 2026 RESULTS • Record revenue $7.91 billion, up 11 percent year over year • GAAP gross margin 49.9 percent and non-GAAP gross margin 50.0 percent • Record GAAP EPS $3.51 and record non-GAAP EPS $2.86, up 33 percent and 20

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Source: SEC EDGAR

accession 0001628280-26-035071

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