APPLIED MATERIALS INC /DE is expected to release its Q3 2026 10-Q filing on August 13, 2026, after market close. Last quarter: 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.
EPS Estimate
$3.46
Revenue Estimate
$9.17B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the AMAT page.
Drawn from management commentary in the Q2 2026 10-Q:
Revenue grew 11.4% YoY to $7.91B in Q2 FY2026, reflecting continued strong demand for chip manufacturing equipment as semiconductor manufacturers invest in advanced process nodes and capacity expansion.
Gross margin improved to 49.9% (from 49.1% a year ago), operating margin expanded to 31.9% (from 30.5%), and net margin reached 35.5%, indicating improved operational efficiency and favorable product mix.
Net income of $2.81B grew 31.3% YoY — nearly three times the revenue growth rate of 11.4% — suggesting meaningful below-the-line benefits such as investment gains, tax benefits, or other non-operating income contributing to profitability.
Revenue
$7.91B
++11.41% YoY
EPS (Basic)
$3.53
++33.71% YoY
Gross Margin
49.9%
++0.81% YoY
Operating Income
$2.52B
++16.32% YoY
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