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.
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 is Applied Materials's latest dividend and current dividend yield?What guidance did Applied Materials's management provide for the next earnings period?What is the market's earnings forecast for Applied Materials next quarter?What were the key takeaways from Applied Materials’s earnings call?What does Applied Materials do and what are its main business segments?What factors drove the changes in Applied Materials's revenue and profit?Did Applied Materials beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Applied Materials year over year?
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.
