AMAT
Applied Materials, Inc.
Applied Materials (AMAT) Q3 2026 earnings
Published Aug 13, 2026
AI summary
- Revenue $9.12B, up 25% from $7.3B a year ago.
- Adjusted EPS $3.50 beat the $3.39 consensus by $0.11, up from $2.48 a year ago.
- Applied Materials reported record quarterly revenue of $9.12 billion, a 25 percent increase year over year.
- GAAP diluted EPS rose 43 percent to $3.17, while non-GAAP diluted EPS reached a record $3.50.
- The company achieved its 13th consecutive quarter of year-over-year gross margin expansion.
Results vs analyst consensus
Revenue
Reported
$9.12B
Consensus not captured before release
+25% YoY
Adjusted EPS
Reported · Non-GAAP diluted EPS
$3.50
Consensus $3.39
Beat by $0.11GAAP EPS: $3.17
Consensus: Yahoo Finance · Q3 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
$9.75B–$10.75B
Q4 FY2026 revenue guidance
Next-quarter consensus not captured before release.
What to watch
- The company noted a $253 million legal settlement charge related to an export controls compliance matter.
- Results include restructuring charges related to a workforce reduction plan announced in fiscal 2025.
Read original report
Source: Applied Materials, Inc. press release · SEC Form 8-K exhibit 99.1