正在加载公司
Just reported
Q3 FY2026 results
From Applied Materials's results release of 2026年11月12日; 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 Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
怎么赚钱
- Semiconductor Systems equipment77%
- Applied Global Services20%
各项收入占比是对three months ended July 26, 2026的估算，并非来自已提交报告的数字。
竞争对手
- LRCXLam Research CorporationA
- 规模
- US$282.4B
- 利润率
- 32.3%
- KLACKLA CorporationA
- 规模
- US$198.4B
- 利润率
- 36.2%
- TOELYTokyo Electron Limited
卖什么6
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.
再显示 3 项
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.
谁在买3
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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.
- 总部
- Santa Clara, California
- 成立于
- 1967 (incorporated)
- 员工人数
- approximately 36,500 (October 26, 2025, high)
- 上市于
- Nasdaq
- 财年结束
- The last Sunday in October
基于 Applied Materials Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。