AMAT — Applied Materials, Inc.
NASDAQ · Technology · Semiconductor Equipment & Materials
About Applied Materials, Inc.
Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.
🤖 AI Earnings Analysis
AMAT beat EPS by 3.24% and revenue by 1.24%, yet shares fell 7.1% over the week—suggesting expectations were high despite a 24.67% profit margin.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-13 | Q3 2026 | 3.40 | 3.50 | +3.24% | $9.12B | ✅ Beat | -5.12% | -7.07% | -20.56% |
| 2026-05-14 | Q2 2026 | 2.68 | 2.86 | +6.72% | $7.91B | ✅ Beat | -0.89% | -2.88% | +33.13% |
| 2026-02-12 | Q1 2026 | 2.20 | 2.38 | +8.18% | $7.01B | ✅ Beat | +8.08% | +14.45% | +5.55% |
| 2025-11-13 | Q4 2025 | 2.10 | 2.17 | +3.33% | $6.80B | ✅ Beat | +1.25% | -1.15% | +17.27% |
| 2025-08-14 | Q3 2025 | 2.35 | 2.48 | +5.53% | $7.30B | ✅ Beat | -14.07% | -14.84% | -8.94% |
| 2025-05-15 | Q2 2025 | 2.31 | 2.39 | +3.46% | $7.10B | ✅ Beat | -5.25% | -7.88% | +1.32% |
| 2025-02-13 | Q1 2025 | 2.29 | 2.38 | +3.93% | $7.17B | ✅ Beat | -8.18% | -6.46% | -15.44% |
| 2024-11-14 | Q4 2024 | 2.19 | 2.32 | +5.94% | $7.04B | ✅ Beat | -9.20% | -5.29% | -8.70% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $9.12B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Semiconductor Systems | 77.2% | $7.04B | +29.7% | $5.36B | $5.25B | $5.43B | $4.76B |
| Applied Global Services | 19.5% | $1.78B | +11.3% | $1.59B | $1.57B | $1.60B | $1.63B |
| Corporate And Reconciling Items | 3.2% | $294.0M | +2350.0% | $33.0M | $20.0M | $12.0M | $1.12B |
By region
Q3 FY26 · $9.12B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| CHINA | 27.5% | $2.51B | -1.6% | $2.24B | $1.77B | $2.55B | $1.96B |
| TAIWAN, PROVINCE OF CHINA | 22.2% | $2.02B | +9.9% | $1.18B | $2.00B | $1.84B | $1.83B |
| KOREA, REPUBLIC OF | 16.7% | $1.52B | +31.1% | $1.67B | $1.56B | $1.16B | $1.22B |
| UNITED STATES | 15.0% | $1.37B | +100.1% | $917.0M | $808.0M | $683.0M | $655.0M |
| JAPAN | 9.2% | $839.0M | +17.7% | $540.0M | $572.0M | $713.0M | $448.0M |
| Europe | 5.3% | $483.0M | +201.9% | $330.0M | $252.0M | $160.0M | $220.0M |
| Southeast Asia | 4.1% | $374.0M | +91.8% | $286.0M | $135.0M | $195.0M | $460.0M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.