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Applied Materials AMAT Q3 2026 earnings

Reported August 13, 2026 · After market close

Revenue$9.1BBeat by $120.0M
Adjusted EPS$3.50Beat by $0.10
Revenue estimate$9.0B
EPS estimate$3.40
“Applied Materials delivered another record-breaking quarter, including the highest sequential revenue growth in the company's history. As the rapid global adoption of AI drives unprecedented demand for our materials engineering solutions, we are further raising our Semiconductor Systems revenue expectations for calendar 2026 and are confident we will grow faster than the market this year. Based on the increased demand visibility we are receiving from our customers, we expect another strong growth year for Applied Materials in 2027.”
Gary Dickerson

Next report

Nov 12, 2026 (in a month)
Revenue estimate$10.3B
EPS estimate$4.06

Financials

Q3 2026

Income statement

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Revenue$9.1B+24.8%
Gross profit$4.6B+28.7%
Operating income$3.1B+37.7%
Net income$2.5B+42.7%
EPS (diluted)$3.17+42.8%

Balance sheet

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Cash & equivalents$1.8B+22.7%
Total debt$7.3B+8.6%
Total equity$25.6B+31.4%
Total assets$43.5B+27.2%

Cash flow

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Operating cash flow$3.0B+15.3%
CapEx$707.0M+21.1%
Free cash flow$2.3B+13.7%

Valuation & ratios

Valuation

as of 10/02/26
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Market cap$420.05B+136%
Enterprise value$425.63B+132%
P/E45.3×+19.3×
P/S13.6×+7.4×

Profitability

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Gross margin49.4%+0.9pp
Operating margin29.6%-0.5pp
Net margin30.1%+6.2pp
FCF margin18.2%-2.1pp

Returns & leverage

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Return on equity41.1%+5.4pp
Debt / equity0.3×-0.1×
Current ratio2.4×-0.1×

Segments

By segment

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Semiconductor Systems$7.0B+26.5%
Applied Global Services$1.8B+21.7%

FAQ

When did Applied Materials report Q3 2026 earnings?
Applied Materials (AMAT) reported Q3 2026 earnings on August 13, 2026 after market close.
What were Applied Materials's Q3 2026 revenue and EPS?
Applied Materials reported revenue of $9.1B and adjusted eps of $3.50 for Q3 2026.
Did Applied Materials beat estimates in Q3 2026?
Revenue beat the consensus estimate of $9.0B by $120.0M. EPS beat the consensus estimate of $3.40 by $0.10.
How did Applied Materials's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 24.8% from $7.3B a year earlier.
Where can I find Applied Materials's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-056699) and the 10-Q periodic report (0001628280-26-058235) directly on SEC EDGAR. The filing index links above go to sec.gov.