AMAT

Applied Materials
D

AMAT

Arincen83/100B

Applied Materials earnings

Applied Materials reports its Q4 FY2026 results on 12 November 2026, after the market closes. Analysts expect earnings per share of 4.06 USD and revenue of 10.30B USD.

In Q3 FY2026, reported on 13 August 2026, Applied Materials earned 3.50 USD a share against the 3.40 USD analysts expected (+2.9%), on revenue of 9.12B USD against 8.99B USD (+1.3%).

Last EPS surprise
+2.9%
Last revenue surprise
+1.3%
Move after the last report
-5.4%
Average move after earnings
3.8%

EPS and revenue against estimates

Next earnings · Q4 FY2026
EPS estimate
4.06 USD
Revenue estimate
10.30B USD
Last quarter · Q3 FY2026
EPS3.50Beat +2.9%Revenue9.12BBeat +1.3%

Revenue

ReportedEstimate

EPS

ReportedEstimate
PeriodReport dateEPS estimateReported EPSSurpriseEPS growthRevenue estimateReported revenueSurpriseRevenue growthNext-day move
Q3 FY20274.88——+39.43%12.03B——+31.93%—
Q2 FY20274.54——+58.75%11.39B——+44.01%—
Q1 FY20274.23——+77.88%10.83B——+54.50%—
Q4 FY20264.06——+87.10%10.30B——+51.47%—
Q3 FY20263.403.50+2.94%+41.13%8.99B9.12B+1.33%+24.83%-5.4%
Q2 FY20262.682.86+6.72%+19.67%7.68B7.91B+2.95%+11.41%-0.9%
Q1 FY20262.212.38+7.69%0.00%6.87B7.01B+2.06%-2.15%+8.1%
Q4 FY20252.112.17+2.84%-6.47%6.68B6.80B+1.74%-3.48%+0.9%
Q3 FY20252.362.48+5.08%+16.98%7.22B7.30B+1.11%+7.73%-14.1%
Q2 FY20252.312.39+3.46%+14.35%7.13B7.10B-0.40%+6.83%-5.0%
Q1 FY20252.282.38+4.39%+11.74%7.15B7.17B+0.25%+6.84%-8.2%
Q4 FY20242.192.32+5.94%+9.43%6.96B7.05B+1.17%+4.79%-9.2%
Q3 FY20242.022.12+4.95%+11.58%6.68B6.78B+1.52%+5.49%-1.9%
Q2 FY20241.992.09+5.03%+4.50%6.54B6.65B+1.67%+0.24%-1.0%
Q1 FY20241.912.13+11.52%+4.93%6.48B6.71B+3.45%-0.47%+6.4%
Q4 FY20232.002.12+6.00%+4.43%6.52B6.72B+3.05%-0.39%-4.1%
Q3 FY20231.741.90+9.20%-2.06%6.15B6.43B+4.42%-1.46%+3.8%
Q2 FY20231.842.00+8.70%+8.11%6.39B6.63B+3.73%+6.16%-2.3%
Q1 FY20231.932.03+5.18%+7.41%6.69B6.74B+0.75%+7.46%+0.1%
Q4 FY20221.732.03+17.34%+4.64%6.45B6.75B+4.56%+10.22%+0.3%
Q3 FY20221.791.94+8.38%+2.11%6.27B6.52B+4.03%+5.23%-3.3%
Q2 FY20221.901.85-2.63%+13.50%6.35B6.25B-1.63%+11.88%-3.8%
Q1 FY20221.851.89+2.16%+35.97%6.19B6.27B+1.26%+21.48%-3.1%
Q4 FY20211.951.94-0.51%+55.20%6.22B6.12B-1.53%+30.61%-5.5%
Q3 FY20211.771.90+7.34%+79.25%6.38B6.20B-2.89%+40.98%-1.6%
Q2 FY20211.511.63+7.95%+83.15%5.40B5.58B+3.29%+41.07%-1.3%
Q1 FY20211.281.39+8.59%+41.84%4.97B5.16B+3.87%+24.03%+5.3%
Q4 FY20201.171.25+6.84%+56.25%4.37B4.69B+7.34%+24.88%+4.3%
Q3 FY20200.951.06+11.58%+43.24%3.94B4.40B+11.58%+23.39%+4.0%
Q2 FY20200.940.89-5.32%+27.14%4.18B3.96B-5.32%+11.81%-4.5%
Q1 FY20200.930.98+5.38%+20.99%3.95B4.16B+5.38%+10.90%+3.0%
Q4 FY20190.760.80+5.26%-17.53%3.57B3.75B+5.26%-6.48%+8.8%
Q3 FY20190.700.74+5.71%-38.33%3.37B3.56B+5.71%-20.28%+0.2%
Q2 FY20190.660.70+6.06%-42.62%3.34B3.54B+6.06%-22.51%+2.5%
Q1 FY20190.790.81+2.53%-23.58%3.66B3.75B+2.53%-10.73%-3.9%
Q4 FY20180.970.970.00%+4.30%3.76B4.01B+6.78%+1.13%+1.0%
Q3 FY20181.171.20+2.56%+39.53%4.06B4.47B+10.10%+19.34%-7.7%
Q2 FY20181.141.22+7.02%+54.43%4.28B4.57B+6.74%+28.79%-8.3%
Q1 FY20180.981.06+8.16%+58.21%3.89B4.20B+8.14%+28.25%+3.9%
Q4 FY20170.910.93+2.20%+40.91%4.04B3.97B-1.79%+20.38%-2.4%
Q3 FY20170.840.86+2.38%+72.00%3.66B3.74B+2.38%+32.72%-0.5%
Q2 FY20170.760.79+3.95%+132.35%3.41B3.55B+3.95%+44.73%+0.4%
Q1 FY20170.660.67+1.52%+157.69%3.23B3.28B+1.52%+45.24%-0.9%
Q4 FY20160.650.66+1.54%+127.59%3.25B3.30B+1.54%+39.23%+0.1%
Q3 FY20160.480.50+4.17%+51.52%2.71B2.82B+4.17%+13.29%+7.1%
Q2 FY20160.320.34+6.25%+17.24%2.31B2.45B+6.25%+0.33%+13.8%
Q1 FY20160.250.26+4.00%-3.70%2.17B2.26B+4.00%-4.32%+7.0%
Q4 FY20150.290.290.00%+7.41%2.37B2.37B0.00%+4.59%+4.3%
Q3 FY20150.330.330.00%+17.86%2.49B2.49B0.00%+9.93%-2.4%
Q2 FY20150.280.29+3.57%+3.57%2.36B2.44B+3.57%+3.78%+1.7%
Q1 FY20150.270.270.00%+17.39%2.36B2.36B0.00%+7.72%-0.5%
Q4 FY20140.270.270.00%+42.11%2.26B2.26B0.00%+13.88%+0.9%
Q3 FY20140.270.28+3.70%+55.56%2.18B2.27B+3.70%+14.68%+6.3%
Q2 FY20140.280.280.00%+75.00%2.35B2.35B0.00%+19.26%+8.1%
Q1 FY20140.220.23+4.55%+283.33%2.09B2.19B+4.55%+39.22%+5.4%
Q4 FY20130.180.19+5.56%+216.67%1.88B1.99B+5.56%+20.78%-0.2%
Q3 FY20130.190.18-5.26%-25.00%2.08B1.98B-5.26%-15.71%+1.9%
Q2 FY20130.130.16+23.08%-40.74%1.60B1.97B+23.08%-22.35%+2.0%
Q1 FY20130.030.06+100.00%-66.67%786.50M1.57B+100.00%-28.14%+0.9%
Q4 FY20120.030.06+100.00%-71.43%823.00M1.65B+100.00%-24.53%-1.5%
Q3 FY20120.220.24+9.09%-31.43%2.15B2.34B+9.09%-15.93%+1.5%
Q2 FY20120.240.27+12.50%-28.95%2.26B2.54B+12.50%-11.22%-1.1%
Q1 FY20120.120.18+50.00%-50.00%1.46B2.19B+50.00%-18.50%-2.2%
Q4 FY20110.190.21+10.53%-41.67%1.97B2.18B+10.48%-24.44%-7.5%
Q3 FY20110.330.35+6.06%+20.69%2.63B2.79B+6.06%+10.69%-4.8%
Q2 FY20110.370.38+2.70%+72.73%2.79B2.86B+2.70%+24.68%+1.1%
Q1 FY20110.330.36+9.09%+176.92%2.46B2.69B+9.09%+45.28%+1.8%
Q4 FY20100.310.36+16.13%+227.27%2.49B2.89B+16.13%+89.10%+2.2%
Q3 FY20100.250.29+16.00%—2.17B2.52B+16.00%+122.08%-0.2%
Q2 FY20100.210.22+4.76%—2.19B2.30B+4.76%+125.04%-2.5%
Q1 FY20100.130.130.00%—1.85B1.85B+0.00%+38.66%-2.4%
Q4 FY20090.030.11+266.67%-38.89%416.29M1.53B+266.67%-25.31%-3.2%
Q3 FY2009-0.08-0.03+62.50%-121.43%3.02B1.13B-62.50%-38.66%+3.3%
Q2 FY2009-0.10-0.12-20.00%-150.00%850.08M1.02B+20.00%-52.55%-4.3%
Q1 FY20090.10-0.02-120.00%-108.70%1.59B1.33B-16.11%-36.12%+0.8%
Q4 FY20080.140.18+28.57%-40.00%1.59B2.04B+28.57%-13.66%+14.3%
Q3 FY20080.140.140.00%-60.00%1.85B1.85B-0.00%-27.83%+4.7%
Q2 FY20080.220.24+9.09%-29.41%1.97B2.15B+9.09%-15.01%+0.2%
Q1 FY20080.200.23+15.00%-17.86%1.82B2.09B+15.00%-8.34%+10.2%
Q4 FY20070.290.30+3.45%0.00%2.29B2.37B+3.45%-6.01%+0.3%
Q3 FY20070.320.35+9.37%+9.38%2.34B2.56B+9.37%+0.69%-4.1%
Q2 FY20070.280.34+21.43%+30.77%2.08B2.53B+21.43%+12.54%-3.1%
Q1 FY20070.270.28+3.70%+64.71%2.20B2.28B+3.70%+22.59%+3.9%
Q4 FY20060.310.30-3.23%+76.47%2.60B2.52B-3.23%+46.57%-3.6%
Q3 FY20060.300.32+6.67%+128.57%2.38B2.54B+6.67%+55.85%+0.1%
Q2 FY20060.230.26+13.04%+44.44%1.99B2.25B+13.04%+20.77%-5.2%
Q1 FY20060.160.17+6.25%0.00%1.75B1.86B+6.25%+4.33%-2.4%
Q4 FY20050.140.17+21.43%-37.04%1.41B1.72B+21.43%-22.02%-2.4%
Q3 FY20050.140.140.00%-46.15%1.63B1.63B+0.00%-27.02%+6.1%
Q2 FY20050.170.18+5.88%-18.18%1.76B1.86B+5.88%-7.78%-0.6%
Q1 FY20050.160.17+6.25%+41.67%1.68B1.78B+6.25%+14.47%+0.1%
Q4 FY20040.260.27+3.85%+2,803.23%2.12B2.20B+3.85%+80.46%+1.8%
Q3 FY20040.250.26+4.00%+333.33%2.15B2.24B+4.00%+104.23%+0.6%
Q2 FY20040.190.22+15.79%+633.33%1.74B2.02B+15.79%+82.27%-1.1%
Q1 FY20040.080.12+50.00%—1.04B1.56B+50.00%+47.55%-0.8%
Q4 FY20030.050.01-81.40%-89.62%976.80M1.22B+25.00%-15.54%-2.8%
Q3 FY20030.050.06+20.00%-33.33%875.92M1.09B+25.00%-24.99%-6.2%
Q2 FY20030.020.03+50.00%0.00%913.44M1.11B+21.21%-4.26%-3.8%
Q1 FY20030.02-0.04-299.00%—3.79B1.05B-72.15%+5.37%-1.0%
Q4 FY20020.080.09+12.00%—1.26B1.45B+14.29%+5.62%+7.2%
Q3 FY20020.050.09+80.00%+350.00%1.04B1.46B+40.00%+9.43%+6.1%
Q2 FY20020.020.03+50.00%-81.25%771.00M1.16B+50.00%-39.43%+0.4%
Q1 FY20020.02-0.03-239.00%-108.42%1.26B1.00B-20.89%-57.67%+7.2%
Q4 FY20010.01-0.02-334.00%-105.71%525.30M1.37B+160.58%-53.13%-3.0%
Q3 FY20010.020.020.00%-94.87%525.30M1.33B+153.93%-51.18%+0.8%
Q2 FY20010.160.160.00%-42.86%2.14B1.91B-10.75%-12.81%+8.4%
Q1 FY20010.310.33+6.45%+65.00%2.22B2.36B+6.45%+41.77%+13.5%
Q4 FY20000.330.41+24.24%+105.00%2.65B2.92B+10.03%+86.53%-1.7%
Q3 FY20000.380.39+2.63%+116.67%2.65B2.73B+2.94%+90.58%-6.1%
Q2 FY20000.270.28+3.70%+180.00%2.11B2.19B+3.71%+95.96%+0.8%
Q1 FY20000.190.20+5.26%+566.67%1.63B1.67B+2.17%+124.51%+4.1%
Q4 FY19990.160.20+25.00%—1.37B1.57B+14.29%+132.55%-2.7%
Q3 FY19990.160.18+12.50%+800.00%1.29B1.43B+10.96%+62.07%-4.2%
Q2 FY19990.070.10+42.86%+11.11%819.49M1.12B+36.38%-4.99%+3.5%
Q1 FY19990.020.03+50.00%-76.92%612.56M742.50M+21.21%-43.22%-0.8%
Q4 FY19980.03-0.13-533.33%-208.33%707.60M673.20M-4.86%-47.42%-3.9%
Q3 FY19980.040.02-50.00%-83.33%707.60M884.50M+25.00%-16.34%+0.3%
Q2 FY19980.090.090.00%+28.57%1.18B1.18B0.00%+30.57%+4.2%
Q1 FY19980.130.130.00%+116.67%1.31B1.31B0.00%+56.46%+2.8%
Q4 FY19970.060.12+100.00%+100.00%845.76M1.28B+51.39%+14.79%-1.0%
Q3 FY19970.080.12+50.00%—845.76M1.06B+25.00%—+2.3%
Q2 FY19970.060.07+16.67%-46.15%772.20M900.90M+16.67%-20.13%+5.7%
Q1 FY19970.050.06+20.00%-50.00%696.50M835.80M+20.00%-19.68%+15.6%
Q4 FY1996—0.05—-54.73%—860.90M—-12.39%-0.5%
Q4 FY19960.050.06+20.00%-45.45%—1.12B—+13.50%+20.8%
Q2 FY19960.120.13+8.33%+85.71%—1.13B—+67.00%-6.2%
Q1 FY19960.110.12+9.09%+140.00%—1.04B—+105.61%+1.7%
Q4 FY19950.100.11+10.00%+120.00%—982.70M—+110.07%+4.2%
Q3 FY19950.080.10+25.00%+150.00%—897.70M—+103.93%+14.0%
Q2 FY19950.050.07+40.00%+75.00%—675.40M—+64.21%+16.7%
Q1 FY19950.050.050.00%+66.67%—506.10M—+48.68%+5.0%
Q4 FY19940.050.050.00%+66.67%—467.80M—+42.88%-8.8%
Q3 FY19940.040.040.00%+100.00%—440.20M—+56.43%-0.6%
Q2 FY19940.030.04+33.33%+100.00%—411.30M—+60.85%+7.1%
Q1 FY19940.030.030.00%+160.42%—340.40M—+61.71%+4.0%
Q4 FY19930.020.03+50.00%——327.40M——+4.5%
Q3 FY19930.020.020.00%+100.00%—281.40M—+45.20%+5.0%
Q2 FY1993—0.02—+100.00%—255.70M—+41.98%0.0%
Q1 FY1993—0.02———215.60M——+5.5%
Q1 FY1993—0.01———210.50M——+5.5%
Q3 FY1992—0.01—0.00%—193.80M—+15.84%+1.1%
Q2 FY1992—0.01—+15.07%—180.10M—+8.43%+2.7%
Q4 FY1991—0.01—+89.94%—167.00M—+18.44%-1.6%
Q4 FY1991—0.01—+95.13%—160.60M—+13.90%-1.0%
Q3 FY1991—0.01—0.00%—167.30M—+16.02%+2.7%
Q2 FY1991—0.01—-13.10%—166.10M—+16.07%+4.4%
Q4 FY1990—0.01—-60.00%—144.60M—-71.18%-2.9%
Q4 FY1990—0.00—-75.36%—141.00M—-71.90%0.0%
Q3 FY1990—0.01—-33.33%—144.20M—+10.75%-2.2%
Q2 FY1990—0.01—-33.33%—143.10M—+16.53%+0.4%
Q4 FY1989—0.02—+50.00%—138.80M—-61.74%-1.8%
Q4 FY1989—0.01—+25.00%—501.80M—+38.31%+1.5%
Q3 FY1989—0.02—0.00%—130.20M—+25.92%-4.0%
Q2 FY1989—0.02—+50.00%—122.80M—+48.67%+0.9%
Q4 FY1988—0.02—+18,650.00%—106.70M—-38.82%-1.9%
Q4 FY1988—0.01—+12,400.00%—362.80M—+108.03%+1.1%
Q3 FY1988—0.02—+200.00%—103.40M—+134.47%0.0%
Q2 FY1988—0.01———82.60M—+101.96%-0.9%
Q4 FY1987—0.01—+2,677.78%—64.00M—-57.13%+4.1%
Q4 FY1987—0.00—-77.78%—174.40M—+16.81%+3.2%
Q3 FY1987—0.01—0.00%—44.10M—+12.50%-2.2%
Q2 FY1987—-0.01—-200.00%—40.90M—+13.61%+2.2%
Q4 FY1986—-0.01—-233.33%—36.10M—-79.32%+13.2%
Q4 FY1986—0.00—-90.40%—149.30M—-14.49%-2.4%
Q3 FY1986—0.01———39.20M——-2.7%
Q2 FY1986—0.01———36.00M——-0.8%
Q4 FY1985—0.01———33.90M——-2.1%
Q4 FY1985—0.00———174.60M——-1.2%

The move is the shares' change on the trading day after the report: after a report after the close, the next day's close on the report day's; before the open, the report day's close on the day before's. Surprise is the reported figure against the analysts' average estimate.

Q4 FY2026

What the market is waiting for

From the last earnings call, the company's guidance and analysts' previews, and checked against the report when it comes.

High importanceWaiting for 12 Nov

Chipmaking equipment sales

ExpectedSemiconductor Systems revenue of about $7.9 billioncompany guidance
The resultComes with the report on 12 Nov

Sales of chipmaking equipment are the company's biggest source of revenue and a key test of demand for its products.

Sources: https://www.hudson-labs.com/research/applied-materials-q4-2026-earnings-preview-amat-results-preview · https://finance.yahoo.com/quote/AMAT/analysis/?guccounter=1

Beat record

On average, analysts' EPS estimate was 5.5% off the result, either way, and their revenue estimate 1.7%, over the last 12 quarters.

EPS beats
101 / 132
Revenue beats
97 / 119
Average EPS surprise, last 12
+5.5%
Since
August 1993

See also:Forecast,EPS,Income statement

Common questions about Applied Materials's earnings

Source: Financial Modeling Prep

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