After the release of the earnings report after the market closed on $AMAT , the stock was down about 5% before the market opened today
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【Applied Materials FY2026 Q3 Earnings Report—One-Chart Summary】Revenue Reaches $9.1B as a New High; Q4 Guidance at $10.25B
$AMAT This FY2026 Q3 earnings report focuses not just on revenue hitting a new high, but on revenue, profit margin, cash flow, and next-quarter guidance all strengthening together. For semiconductor equipment companies, this combination is more instructive than a single instance of beating revenue expectations, indicating that both demand and operating leverage are currently at work.
First look at the core data
For the third fiscal quarter as of July 26, 2026, Applied Materials revenue was $9.115 billion, up 25% year over year; GAAP net income was $2.538 billion, up 43% year over year, and GAAP earnings per share (EPS) were $3.17. Non-GAAP EPS reached $3.50, up 41%. Revenue growth lagged profit growth, mainly driven by a synchronized improvement in gross margin and operating margin rather than simply an increase in shipment volumes.
First look at the core data
For the third fiscal quarter as of July 26, 2026, Applied Materials revenue was $9.115 billion, up 25% year over year; GAAP net income was $2.538 billion, up 43% year over year, and GAAP earnings per share (EPS) were $3.17. Non-GAAP EPS reached $3.50, up 41%. Revenue growth lagged profit growth, mainly driven by a synchronized improvement in gross margin and operating margin rather than simply an increase in shipment volumes.
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