기업 정보 불러오는 중
Just reported
Q3 FY2026 results
From Applied Materials's results release of 2026년 11월 12일; its quarterly report has since been filed.
Revenue
Actual
US$9.12B
+25% y/y
+15% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$3.17
+43% y/y
-9.7% q/qGuided
—
No guide given
EPS, adjusted: US$4.16
Operating income, GAAP
Actual
US$3.08B
+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.
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The themes Applied Materials is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Semiconductor Equipment and Materials
Graded A or B and worth $2B or more: A first, then the largest.
ASMLASML Holding NVUS$576.3BA+
LRCXLAM Research CorporationUS$282.4BA+
KLACKLA CorporationUS$198.4BA+
TERTeradyne, Inc.US$39BA+
NVMINova Ltd.US$9.3BA+
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 Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Semiconductor Systems equipment77%
- Applied Global Services20%
매출 비중은 three months ended July 26, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- LRCXLam Research CorporationA
- 규모
- US$282.4B
- 이익률
- 32.3%
- KLACKLA CorporationA
- 규모
- US$198.4B
- 이익률
- 36.2%
- TOELYTokyo Electron Limited
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가3
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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.
Applied Materials Inc. 소개
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.
- 본사
- Santa Clara, California
- 설립
- 1967 (incorporated)
- 임직원 수
- approximately 36,500 (October 26, 2025, high)
- 상장 시장
- Nasdaq
- 회계연도 종료
- The last Sunday in October
Applied Materials Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.