Applied Materials — 2026Q3 财报

来自财报

AI demand is now the stated engine of a record quarter — 25 percent revenue growth, a 13th straight quarter of gross-margin expansion, and raised calendar-2026 Semiconductor Systems expectations.

• “Record revenue $9.12 billion, up 25 percent year over year”

  Revenue was a record $9.12 billion, up 25 percent year over year.

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• “GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year, respectively”

  GAAP EPS was $3.17 and non-GAAP EPS a record $3.50, up 43 and 41 percent year over year respectively.

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• “As the rapid global adoption of AI drives unprecedented demand for our materials engineering solutions, we are further raising our Semiconductor Systems revenue expectations for calendar 2026 and are confident we will grow faster than the market this year.”

  The CEO attributed the demand to rapid global AI adoption and raised Semiconductor Systems revenue expectations for calendar 2026, expecting to grow faster than the market.

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• “Applied Materials achieved its 13th consecutive quarter of year-over-year gross margin expansion, demonstrating the increasing value we create by enabling better chips, systems and fab returns”

  The CFO cited a 13th consecutive quarter of year-over-year gross-margin expansion.

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• “We expect continued strong revenue growth in the second half of the calendar year, particularly in DRAM as well as leading-edge foundry-logic and advanced packaging.”

  Second-half growth is expected to be led by DRAM, leading-edge foundry-logic and advanced packaging.

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• “The company generated record cash from operations of $3.04 billion and distributed $860 million to shareholders through $440 million in share repurchases and $420 million in dividends.”

  Cash from operations was a record $3.04 billion, with $860 million returned to shareholders via $440 million of buybacks and $420 million of dividends.

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