earnings
confidence high
sentiment positive
materiality 0.80
Applied Materials Q3 FY26 record revenue $9.12B, EPS $3.50, raises FY26 outlook
APPLIED MATERIALS INC /DE
- Revenue $9.12B up 25% YoY; GAAP EPS $3.17, non-GAAP EPS $3.50 (up 43%/41% YoY).
- GAAP gross margin 50.3%, non-GAAP 50.4%; 13th consecutive quarter of YoY expansion.
- Record operating cash flow $3.04B; returned $860M via $440M buybacks and $420M dividends.
- Raising Semiconductor Systems revenue expectations for CY2026; expects stronger growth in 2027.
- CFO sees H2 strength in DRAM, leading-edge foundry-logic, advanced packaging; adding capacity.