Semiconductors
EPS
+1.32% surprise
Revenue
-0.66% surprise
Numbers from the AMAT earnings press release. The SEC 10-Q filing usually lands within a week — full AI analysis is generated automatically once it does.
Applied Materials (AMAT) delivered a strong Q2 FY2026 with revenue of $7.91B (+11.4% YoY), net income surging 31.3% to $2.81B, and EPS of $3.51 (diluted), driven by expanding margins and robust demand for semiconductor equipment.
Key risk: Export Controls and Geopolitical Restrictions
Applied Materials derives a significant portion of revenue from customers in China and other regions subject to evolving U.S. export control regulations. Tightening restrictions on semiconductor equipment exports could materially reduce addressable market and revenue. This risk has intensified given ongoing U.S.-China technology tensions.
Other Semiconductor Materials & Equipment companies