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
Actual | 0.98 | 0.89 | 1.06 | 1.25 | 1.39 | 1.63 | 1.9 | 1.94 | 1.89 | 1.85 | 1.94 | 2.03 | 2.03 | 2 | 1.9 | 2.12 | 2.13 | 2.09 | 2.12 | 2.32 | 2.38 | 2.39 | 2.48 | 2.17 | 2.38 | |||||||||||||||
Forecast | 0.9138 | 0.9266 | 0.9549 | 1.1708 | 1.2791 | 1.5099 | 1.773 | 1.9553 | 1.8553 | 1.9024 | 1.7831 | 1.7316 | 1.9321 | 1.8392 | 1.7372 | 1.9926 | 1.9045 | 1.9874 | 2.0274 | 2.1937 | 2.2798 | 2.3141 | 2.3583 | 2.1116 | 2.2069 | |||||||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.16B | 3.96B | 4.39B | 4.69B | 5.16B | 5.58B | 6.20B | 6.12B | 6.27B | 6.25B | 6.52B | 6.75B | 6.74B | 6.63B | 6.42B | 6.72B | 6.71B | 6.65B | 6.78B | 7.04B | 7.17B | 7.10B | 7.30B | 6.80B | 7.01B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.09B | 4.09B | 4.19B | 4.60B | 4.98B | 5.41B | 5.94B | 6.38B | 6.19B | 6.35B | 6.27B | 6.45B | 6.69B | 6.39B | 6.15B | 6.52B | 6.48B | 6.54B | 6.68B | 6.96B | 7.15B | 7.13B | 7.22B | 6.68B | 6.87B |
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
You can ask Aime
What does Applied Materials do and what are its main business segments?Did Applied Materials beat or miss consensus estimates last quarter?What factors drove the changes in Applied Materials's revenue and profit?What is Applied Materials's latest dividend and current dividend yield?What were the key takeaways from Applied Materials’s earnings call?What is Applied Materials's gross profit margin?What is the market's earnings forecast for Applied Materials next quarter?What were the key takeaways from Applied Materials's earnings call?
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