APPLIED MATERIALS INC /DE
AMATSemiconductorsappliedmaterials.com
Latest available resultsJuly 26, 2026Quarter · 10-Q filed Aug 20, 2026
Next reportNovember 12, 2026after close · forecast 4.135 $/share
Revenue
$9.12B
▲ +24.8% vs prior year YoY
Net income
$2.54B
▲ +42.7% vs prior year YoY
EPS
3.17$
▲ +42.8% vs prior year YoY
Net margin
27.8%
▲ +3.5 pp vs prior year YoY
Revenue▲ +24.8%
Margins (% of revenue)GrossOperatingNet
Net income▲ +42.7%
EPS▲ +42.8%
Financial statements
View 10-Q filed August 20, 2026 on SEC ↗| Metric | Oct 2024* | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025* | Jan 2026 | Apr 2026 | Jul 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $7.04B | $7.17B | $7.10B | $7.30B | $6.80B | $7.01B | $7.91B | $9.12B | ▲ +24.8% |
| Gross profit | $3.33B | $3.50B | $3.48B | $3.56B | $3.27B | $3.44B | $3.95B | $4.59B | ▲ +28.7% |
| Operating income | $2.05B | $2.17B | $2.17B | $2.23B | $1.71B | $1.83B | $2.52B | $3.08B | ▲ +37.7% |
| Net income | $1.73B | $1.19B | $2.14B | $1.78B | $1.90B | $2.03B | $2.81B | $2.54B | ▲ +42.7% |
| R&D | $858.00M | $859.00M | $893.00M | $901.00M | $917.00M | $928.00M | $1.03B | $1.10B | ▲ +22.1% |
| EPS (diluted) | — | 1.45 $ | 2.63 $ | 2.22 $ | — | 2.54 $ | 3.51 $ | 3.17 $ | ▲ +42.8% |
| Margins (% of revenue) | |||||||||
| Gross | 47.3 % | 48.8 % | 49.1 % | 48.8 % | 48.0 % | 49.0 % | 49.9 % | 50.3 % | ▲ +1.5 pt |
| Operating | 29.0 % | 30.4 % | 30.5 % | 30.6 % | 25.2 % | 26.1 % | 31.9 % | 33.7 % | ▲ +3.2 pt |
| Net | 24.6 % | 16.5 % | 30.1 % | 24.4 % | 27.9 % | 28.9 % | 35.5 % | 27.8 % | ▲ +3.5 pt |
| Balance sheet | |||||||||
| Assets | $34.41B | $33.34B | $33.63B | $34.21B | $36.30B | $37.64B | $40.29B | $43.52B | ▲ +27.2% |
| Liabilities | $15.41B | $14.71B | $14.67B | $14.71B | $15.88B | $15.93B | $16.38B | $17.90B | ▲ +21.7% |
| Equity | $19.00B | $18.63B | $18.96B | $19.50B | $20.41B | $21.72B | $23.91B | $25.63B | ▲ +31.4% |
| Cash | $8.02B | $6.26B | $6.17B | $5.38B | $7.24B | $7.22B | $6.30B | $7.04B | ▲ +30.7% |
| Capital | |||||||||
| Shares outstanding | 813.68M | 812.44M | 802.50M | 796.64M | 792.94M | 793.61M | 793.96M | 793.60M | ▼ -0.4% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.