AMAT · 10-Q · 2026Q3 · Full report
Research and Development Expense
APPLIED MATERIALS INC /DE · 2026-08-20 · Importance 47 · Surprise 22 · In source text
Nine-month research, development and engineering expense increased to $3.055 billion from $2.653 billion, a $402 million or 15.2% year-over-year increase. Third-quarter RD&E expense was $1.100 billion and increased from the prior-year period. The increase primarily reflected additional headcount supporting product-development initiatives and higher depreciation expense. Applied Materials continued prioritizing technical capabilities and critical RD&E programs in existing and new markets.
Key facts
- RD&E expense for the three months ended July 26, 2026: $1,100 million. source
- RD&E expense for the nine months ended July 26, 2026: $3,055 million. source
- RD&E expenses increased in the three and nine months ended July 26, 2026 primarily due to additional headcount and higher depreciation expenses. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | negative | realized | — | RD&E expense for the three months ended July 26, 2026: $1,100 million. |
| operating_income | negative | realized | — | RD&E expense for the nine months ended July 26, 2026: $3,055 million. |