AMAT · News · 20261006N
Revenue Performance and Mix
APPLIED MATERIALS INC /DE · 2026-10-06 · 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. The reported revenue level exceeded the materiality threshold of $273 million and the year-over-year increase exceeded 10%.
Key facts
- Applied Materials reported record fiscal third-quarter revenue of $9.12 billion, up 25% year-over-year. source
- Adam Sanders, Corporate Controller & CAO at Applied Materials, sold 725 shares of company stock worth $394,807 on October 2, 2026. source
- On October 1, 2026, 269 shares were withheld to cover tax obligations from restricted stock unit vesting, valued at $142,381. source
- Following these transactions, Adam Sanders directly holds 3,181 shares, including restricted stock units set to vest by January 2030. source
- Applied Materials stock fell 1.6% on the day of the report. source
- Applied Materials achieved an average annual return of 18.11% over the last 20 years, and a $1,000 investment made two decades ago would be worth $28,390.91 today. source
- Central Pacific Bank Trust Division lifted its position in shares of Applied Materials, Inc. (NASDAQ: AMAT) by 121.9% in the third quarter, owning 7,172 shares after purchasing an additional 3,940. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +20.0% | Applied Materials reported record fiscal third-quarter revenue of $9.12 billion, up 25% year-over-year. |