AMAT · News · 20260922N
Gross Margin Drivers
APPLIED MATERIALS INC /DE · 2026-09-22 · Importance 25 · Surprise 32 · No source text
Applied Materials’ third-quarter gross margin expanded by 150 basis points year over year. The margin improvement was attributed to strong AI-related demand and continued cost control. The digest did not disclose the underlying gross-margin percentages or dollar impact.
Key facts
- Applied Materials's operating margin is expected to rise 640 basis points year-over-year in Q4. source
- Applied Materials's Q3 gross margin was up 150 basis points. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | positive | committed | +5.4% | Applied Materials's operating margin is expected to rise 640 basis points year-over-year in Q4. |