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Just reported
Q3 FY2026 results
From Applied Materials's results release of 12 de noviembre de 2026; its quarterly report has since been filed.
Revenue
Actual
9,12B US$
+25 % y/y
+15 % q/qGuided
—
No guide given
EPS, GAAP
Actual
3,17 US$
+43 % y/y
-9,7 % q/qGuided
—
No guide given
EPS, adjusted: 4,16 US$
Operating income, GAAP
Actual
3,08B US$
+38 % y/y
+22 % q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Applied Materials is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Semiconductor Equipment and Materials
Graded A or B and worth $2B or more: A first, then the largest.
ASMLASML Holding NV576,3B US$A+
LRCXLAM Research Corporation282,4B US$A+
KLACKLA Corporation198,4B US$A+
TERTeradyne, Inc.39B US$A+
NVMINova Ltd.9,3B US$A+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
- LRCXLAM Research Corporation22 oct 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 oct 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 oct 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 oct 2026BAGraded B, now A
UIUbiquiti Inc.6 nov 2026BAGraded B, now A
Cómo gana dinero
- Semiconductor Systems equipment77 %
- Applied Global Services20 %
Los porcentajes de ingresos son estimaciones para three months ended July 26, 2026, no cifras de un informe oficial.
Compite con
- LRCXLam Research CorporationA
- Tamaño
- 282,4B US$
- Margen
- 32,3 %
- KLACKLA CorporationA
- Tamaño
- 198,4B US$
- Margen
- 36,2 %
- TOELYTokyo Electron Limited
Qué vende6
Patterning equipment
Machines and processes that form the tiny patterns used to make chip structures.
Deposition and epitaxy equipment
Machines that add thin layers of material to a chip wafer; epitaxy grows a carefully controlled crystal layer.
Etch and materials-modification equipment
Machines that remove selected material or change its properties as chip structures are built.
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Metrology and inspection equipment
Optical and electron-beam machines that measure and inspect chip features during production to help find defects.
Advanced packaging equipment
Machines that connect separate chip pieces into a finished package; examples include plating and polishing equipment.
Factory services, parts and software
Field service, replacement parts and factory-automation software for semiconductor and other equipment. On its Q3 fiscal 2026 call, the company said more than 37,000 (Q3 fiscal 2026 call, high) equipment chambers were connected to its AIx software.
Quién se lo compra3
- Semiconductor manufacturers that make chips for other companies or design and manufacture their own chips; they buy production equipment directly from Applied Materials.
- Chip factories that buy service agreements, replacement parts and factory software, either as recurring agreements or as needed.
- Manufacturers of display products that buy display-industry manufacturing equipment.
En qué se apoya y qué podría romperlo
De qué depende el negocio
- 1Equipment sales depend on semiconductor manufacturers' factory investment plans, which can change with chip demand, factory use and production technology changes.
- 2Two customers accounted for notable portions of fiscal 2025 revenue, making the company sensitive to large customers changing orders or spending.
- 3Some important parts come from a single qualified supplier or a limited group of suppliers.
- 4Service and replacement-parts demand depends in part on the size and use of Applied Materials' installed base of equipment.
- 5United States export rules affect which products and services the company can provide to some customers, including in China.
Qué podría salir mal
- 1Chipmakers can delay or reduce factory equipment spending as demand, production levels or technology plans change; customers may also delay deliveries or cancel some orders before shipment.
- 2Changing export controls, tariffs and trade disputes can restrict sales to customers in certain countries and affect the cost or competitiveness of products.
- 3The company has a concentrated customer base and relies on some single-source or limited-source suppliers for key parts, so customer cutbacks or supply interruptions can affect deliveries and results.
Estados financieros completos →
Sobre Applied Materials Inc.
Applied Materials makes equipment that chipmakers use to form patterns, build chip structures and wiring, inspect production, and connect chips together. It also sells replacement parts, factory software, and services to keep equipment running and help chip factories improve production. Its customers include semiconductor manufacturers and companies that make display products.
- Sede
- Santa Clara, California
- Fundada en
- 1967 (incorporated)
- Empleados
- approximately 36,500 (October 26, 2025, high)
- Cotiza en
- Nasdaq
- Cierre del ejercicio
- The last Sunday in October
Construido a partir de los propios informes de Applied Materials Inc. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.