AMAT · News · 20260824N

Revenue Performance and Mix

APPLIED MATERIALS INC /DE · 2026-08-24 · Importance 59 · Surprise 48 · No source text

Applied Materials reported record fiscal third-quarter revenue of $9.12 billion. Revenue increased 25% year over year, representing growth of approximately $1.82 billion from the prior-year quarter. The reported performance was attributed to strong demand for semiconductor equipment used in AI infrastructure.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+20.0%Applied Materials reported record revenue of $9.12 billion and EPS of $3.50 for Q3.
net_incomepositiverealized—Applied Materials reported record revenue of $9.12 billion and EPS of $3.50 for Q3.