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Applied Materials Earnings Calls
| Release date | May 14, 2026 |
| EPS estimate | $2.68 |
| EPS actual | $2.86 |
| EPS Surprise | 6.72% |
| Revenue estimate | 7.683B |
| Revenue actual | 7.91B |
| Revenue Surprise | 2.95% |
| Release date | Feb 12, 2026 |
| EPS estimate | $2.21 |
| EPS actual | $2.38 |
| EPS Surprise | 7.69% |
| Revenue estimate | 6.87B |
| Revenue actual | 7.012B |
| Revenue Surprise | 2.06% |
| Release date | Dec 12, 2025 |
| EPS estimate | $2.11 |
| EPS actual | $2.17 |
| EPS Surprise | 2.84% |
| Revenue estimate | 6.684B |
| Revenue actual | 6.8B |
| Revenue Surprise | 1.74% |
| Release date | Aug 14, 2025 |
| EPS estimate | $2.36 |
| EPS actual | $2.48 |
| EPS Surprise | 5.08% |
| Revenue estimate | 7.222B |
| Revenue actual | 7.302B |
| Revenue Surprise | 1.11% |
Last 4 Quarters for Applied Materials
Below you can see how AMAT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 14, 2025 |
| Price on release | $188.24 |
| EPS estimate | $2.36 |
| EPS actual | $2.48 |
| EPS surprise | 5.08% |
| Date | Price |
|---|---|
| Aug 08, 2025 | $184.87 |
| Aug 11, 2025 | $184.38 |
| Aug 12, 2025 | $188.45 |
| Aug 13, 2025 | $190.03 |
| Aug 14, 2025 | $188.24 |
| Aug 15, 2025 | $161.76 |
| Aug 18, 2025 | $163.53 |
| Aug 19, 2025 | $162.22 |
| Aug 20, 2025 | $160.96 |
| 4 days before | 1.82% |
| 4 days after | -14.49% |
| On release day | -14.07% |
| Change in period | -12.93% |
| Release date | Dec 12, 2025 |
| Price on release | $259.11 |
| EPS estimate | $2.11 |
| EPS actual | $2.17 |
| EPS surprise | 2.84% |
| Date | Price |
|---|---|
| Dec 08, 2025 | $268.16 |
| Dec 09, 2025 | $267.08 |
| Dec 10, 2025 | $275.12 |
| Dec 11, 2025 | $270.06 |
| Dec 12, 2025 | $259.11 |
| Dec 15, 2025 | $261.36 |
| Dec 16, 2025 | $258.84 |
| Dec 17, 2025 | $248.27 |
| Dec 18, 2025 | $253.50 |
| 4 days before | -3.37% |
| 4 days after | -2.17% |
| On release day | 0.87% |
| Change in period | -5.47% |
| Release date | Feb 12, 2026 |
| Price on release | $328.39 |
| EPS estimate | $2.21 |
| EPS actual | $2.38 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $322.51 |
| Feb 09, 2026 | $330.57 |
| Feb 10, 2026 | $329.07 |
| Feb 11, 2026 | $339.88 |
| Feb 12, 2026 | $328.39 |
| Feb 13, 2026 | $354.91 |
| Feb 17, 2026 | $359.13 |
| Feb 18, 2026 | $369.30 |
| Feb 19, 2026 | $369.83 |
| 4 days before | 1.82% |
| 4 days after | 12.62% |
| On release day | 8.08% |
| Change in period | 14.67% |
| Release date | May 14, 2026 |
| Price on release | $440.56 |
| EPS estimate | $2.68 |
| EPS actual | $2.86 |
| EPS surprise | 6.72% |
| Date | Price |
|---|---|
| May 08, 2026 | $435.44 |
| May 11, 2026 | $443.62 |
| May 12, 2026 | $431.20 |
| May 13, 2026 | $436.61 |
| May 14, 2026 | $440.56 |
| May 15, 2026 | $436.62 |
| May 18, 2026 | $413.57 |
| May 19, 2026 | $406.91 |
| May 20, 2026 | $426.85 |
| 4 days before | 1.18% |
| 4 days after | -3.11% |
| On release day | -0.89% |
| Change in period | -1.97% |
Applied Materials Earnings Call Transcript Summary of Q2 2026
Applied Materials reported a very strong quarter driven by AI-related demand across leading-edge foundry logic, DRAM and advanced packaging. Management highlighted record revenue ($7.91B), record non-GAAP EPS ($2.86) and the highest gross margin in over 25 years (company-level non-GAAP gross margin ~50%). Key drivers are: accelerating and diversifying AI workloads (including agentic AI), customers providing longer-range (8-quarter) forecasts, and customers expanding clean-room capacity which is enabling incremental equipment deliveries. Applied expects its semiconductor equipment business to grow more than 30% in calendar 2026 and sees a similar market mix (leading-edge logic, DRAM, advanced packaging) accounting for >80% of year-on-year wafer fab equipment growth in 2026 and likely into 2027. The company is investing in capacity, supply-chain visibility, R&D and its EPIC co-innovation platform (EPIC Center launching this fall) to shorten commercialization cycles and capture share. Applied Global Services is also accelerating (now expected mid-teens CAGR, higher this year) supported by AI-enabled service offerings (35,000+ connected chambers). For Q3 the company guided revenue of $8.95B ± $0.5B and non-GAAP EPS of $3.36 ± $0.20, with modest gross margin expansion to ~50.1%. Management reiterated confidence in multiyear growth, margin expansion and increased operating leverage while continuing investments in R&D and operations.
