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AMAT

Applied Materials·NASDAQ
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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.
EPS
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Q4,2021
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Q4,2022
Q1,2023
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Q4,2025
Q1,2026
Actual
0.980.891.061.251.391.631.91.941.891.851.942.032.0321.92.122.132.092.122.322.382.392.482.172.38
Forecast
0.91380.92660.95491.17081.27911.50991.7731.95531.85531.90241.78311.73161.93211.83921.73721.99261.90451.98742.02742.19372.27982.31412.35832.11162.2069
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+7.24%
-3.95%
+11.01%
+6.76%
+8.67%
+7.95%
+7.16%
-0.78%
+1.87%
-2.75%
+8.80%
+17.23%
+5.07%
+8.74%
+9.37%
+6.39%
+11.84%
+5.16%
+4.57%
+5.76%
+4.40%
+3.28%
+5.16%
+2.77%
+7.84%
Revenue
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Q1,2021
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Q4,2021
Q1,2022
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Q3,2022
Q4,2022
Q1,2023
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Q1,2024
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Q1,2025
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Q1,2026
Actual
------------------------------4.16B3.96B4.39B4.69B5.16B5.58B6.20B6.12B6.27B6.25B6.52B6.75B6.74B6.63B6.42B6.72B6.71B6.65B6.78B7.04B7.17B7.10B7.30B6.80B7.01B
Forecast
------------------------------4.09B4.09B4.19B4.60B4.98B5.41B5.94B6.38B6.19B6.35B6.27B6.45B6.69B6.39B6.15B6.52B6.48B6.54B6.68B6.96B7.15B7.13B7.22B6.68B6.87B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+1.75%
-3.22%
+4.85%
+1.84%
+3.66%
+3.20%
+4.39%
-3.95%
+1.26%
-1.63%
+4.03%
+4.56%
+0.75%
+3.73%
+4.42%
+3.05%
+3.45%
+1.67%
+1.52%
+1.17%
+0.25%
-0.40%
+1.11%
+1.74%
+2.06%

Earnings Call