AMAT
Applied Materials·NASDAQ
--
--(--)
--
--(--)
AMAT fundamentals
Applied Materials (AMAT) released its earnings on Feb 12, 2026: revenue was 7.01B (YoY -2.15%), beat estimates; EPS was 2.38 (YoY 0.00%), beat estimates.
Revenue / YoY
7.01B
-2.15%
EPS / YoY
2.38
0.00%
Report date
Feb 12, 2026
AMAT Earnings Call Summary for Q1,2026
- 20%+ Semiconductor Equipment Growth: Applied targets >20% revenue growth in 2026, driven by AI-driven demand for leading-edge logic, HBM DRAM, and advanced packaging.
- Product Leadership: #1 in materials deposition, conductor etch, and eBeam technologies for key AI segments. New products like Viva radical treatment system and Sym3 Z Magnum etch platform are gaining traction.
- AIx Software Impact: 30,000 connected chambers enable 30% faster response times, improving customer yield and Applied's service efficiency.
- Q2 Guidance: Revenue $7.65B (±$500M), Non-GAAP EPS $2.64 (±$0.20). Free cash flow of $1B in Q1, with $702M returned to shareholders.
- China and ICAPS: China semi equipment revenue down 7% YoY, but global ICAPS flat YoY due to capacity digestion. No material impact from export controls settlement.
Earnings
EPS
Revenue
Revenue & Expenses
AMAT has released its 2026 Q1 earnings report, with revenue of 7.01B, reflecting a YoY change of -2.15%, and net profit of 2.03B, showing a YoY change of 70.97%. The Sankey diagram below clearly presents AMAT's revenue sources and cost distribution.
Key Indicators
Applied Materials (AMAT) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Applied Materials (AMAT)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown
Balance Sheet
Applied Materials (AMAT)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
Trend
Breakdown
Cash Flow
Applied Materials (AMAT)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
Trend
Breakdown
Revenue Breakdown
Where does Applied Materials (AMAT) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Dividend
Track Applied Materials (AMAT) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
Did Applied Materials beat or miss consensus estimates last quarter?What is the market's earnings forecast for Applied Materials next quarter?What were the key takeaways from Applied Materials's earnings call?What is Applied Materials's latest dividend and current dividend yield?What is the revenue and EPS growth rate for Applied Materials year over year?What does Applied Materials do and what are its main business segments?What guidance did Applied Materials's management provide for the next earnings period?What were the key takeaways from Applied Materials’s earnings call?
ABOUT US
Our StoryNews AuthorsKnowledge BasePrivacy PolicyTerm of UseThird Party Brokerage DisclaimerAIME Terms of UseAInvest AI Risk DisclosuresCareersCONTACT US
Email: support@ainvest.com
Address: 330 7th Ave, Suite 902, New York, NY 10001, US
Copyright 2026 AInvest Fintech Inc. All rights reserved.
