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

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+20.0%Applied Materials reported record fiscal third-quarter revenue of $9.12 billion, up 25% year-over-year.