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How Applied Materials (AMAT) makes money: Q3 2026 revenue breakdown
US GAAP · $M · vs Q3 2025 · reported 08/13/2026
Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor chips for electronics, flat panel displays for computers, smartphones, televisions, and solar products. · Wikipedia
More about the company
The company also supplies equipment to produce coatings for flexible electronics, packaging and other applications. The company is headquartered in Santa Clara, California, and is the second largest supplier of semiconductor equipment in the world based on revenue behind Dutch company ASML.
Key growth driver: Semiconductor Systems — the fastest-growing revenue line: $7,040, +27% y/y. · by the Q3 2026 report
How does Applied Materials make money?
Applied Materials brought in $9.12 billion of revenue in Q3 2026, up 24.8% year over year. The largest source was Semiconductor Systems: $7.04 billion, or 77% of the total, followed by Applied Global Services ($1.78B, 20%); other lines add the remaining 3%. Net income for the quarter was $2.54 billion, up 42.7% year over year.
Revenue by source, Q3 2026
- Semiconductor Systems$7.04B · 77% · +26.5%
- Applied Global Services$1.78B · 20% · +21.7%
- Other (incl. Display)$294M · 3% · +6.9%
Shares of $9.12B total revenue; changes are year over year, as reported. ≈ marks lines derived from disclosed totals. The same flows are drawn in the Sankey chart below.
When is AMAT’s next earnings date?
Thursday, November 12, 2026confirmed · after market close
Applied Materials (AMAT) is scheduled to report results for the quarter ending Oct 2026 on Nov 12, 2026. Consensus EPS forecast: $4.06 (10 analysts), vs $2.17 in the same quarter last year.
What time does AMAT report? Usually after market close: the last 4 results releases reached the SEC at 4:03 pm, 4:03 pm, 4:03 pm, 4:03 pm ET.
Last report: Aug 13, 2026 (Q3 2026) — broken down in the Sankey chart below. Dates and consensus: Nasdaq / Zacks Investment Research; companies do reschedule. Who else reports this week →
All figures in $M.
Revenue
$9,115
+24.8%
Gross profit
$4,586
+28.7%
50.3% margin
Operating income
$3,075
+37.7%
33.7% margin
Net income
$2,538
+42.7%
EPS $3.17 diluted
Verdict: a record, broad-based beat with revenue up 25% and net income up 43%, driven by Semiconductor Systems (DRAM/foundry-logic strength) and 13 straight quarters of gross margin expansion, partly offset by a swing to interest/other expense and a weaker Other/Display segment.
OCF $3,037M (record); buybacks $440M; dividends $420M; total shareholder returns $860M; Q4 FY26 guide: revenue $10,250M ±$500M, non-GAAP EPS $4.02 ±$0.20.
Source and notation
* marks non-cash / ≈ estimated. Source: Applied Materials press release / 10-Q (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
AMAT earnings history: past report dates
| Aug 13, 2026 Thu | 4:03 pmafter market close | Jul 26, 2026 | $9.1B+25% y/y | $3.17+43% y/y |
| May 14, 2026 Thu | 4:03 pmafter market close | Apr 26, 2026 | $7.9B+11% y/y | $3.51+33% y/y |
| Feb 12, 2026 Thu | 4:03 pmafter market close | Jan 25, 2026 | $7.0B−2% y/y | $2.54+75% y/y |
| Nov 13, 2025 Thu | 4:03 pmafter market close | Oct 26, 2025 | ≈$6.8B−3% y/y | ≈$2.36+13% y/y |
| Aug 14, 2025 Thu | 4:05 pmafter market close | Jul 27, 2025 | $7.3B+8% y/y | $2.22+8% y/y |
| May 15, 2025 Thu | 4:03 pmafter market close | Apr 27, 2025 | $7.1B+7% y/y | $2.63+28% y/y |
| Feb 13, 2025 Thu | 4:05 pmafter market close | Jan 26, 2025 | $7.2B+7% y/y | $1.45−40% y/y |
| Nov 14, 2024 Thu | 4:04 pmafter market close | Oct 27, 2024 | ≈$7.0B+5% y/y | ≈$2.09−12% y/y |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Applied Materials: 5-year financials
| FY2025 | 28,368 | 8,289 | 6,998 | 5,698 | 1,384 |
| FY2024 | 27,176 | 7,867 | 7,177 | 7,487 | 1,192 |
| FY2023 | 26,517 | 7,654 | 6,856 | 7,594 | 975 |
| FY2022 | 25,785 | 7,788 | 6,525 | 4,612 | 873 |
| FY2021 | 23,063 | 6,889 | 5,888 | 4,774 | 838 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP); the company’s fiscal year doesn’t match the calendar year so years follow the company’s own labels.
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
2/2good
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Dec 2025Per the FY2025 10-K, Applied Materials has a single class of common stock; SBC of $0.67B = 2.4% of $28.4B revenue. sec.gov ↗
- Oct 2025Diluted shares −12.5% over FY2020–2025; dividend $0.87 → $1.78 per share. data.sec.gov ↗
- Feb 2026The company will pay BIS $252.5M over shipments to China in 2020–2022; the DOJ and SEC notified it they had closed their investigations without action. sec.gov ↗
Scoring: 2.0, no deductions: single share class, shares −12.5% over 5 years, SBC 2.4% of revenue, dividend rising; the $252.5M BIS export penalty is industry-related, and the SEC and DOJ closed their probes without action
- Share classes
- Single class of common stock (FY2025 10-K cover).
- Dilution
- Diluted shares −12.5% over FY2020–2025, SBC 2.4% of revenue.
- Disclosure
- Full US GAAP reporting: 10-K and 10-Q filed on EDGAR on time.
- Dividends
- Dividend raised every year ($0.87 → $1.78 over FY2020–2025); buybacks of $2–6B a year.
- Lawsuits & regulators
- 02/2026 settlement with BIS for $252.5M over exports to China — an industry penalty, no deduction; the SEC and DOJ closed related investigations without action.
- Related parties
- Audit committee approval policy; no material related-party transactions disclosed in the 2026 proxy.
How the score works · checked as of Sep 2026
Applied Materials (AMAT) earnings: FAQ
How does Applied Materials make money?
Applied Materials brought in $9.12 billion of revenue in Q3 2026, up 24.8% year over year. The largest source was Semiconductor Systems: $7.04 billion, or 77% of the total, followed by Applied Global Services ($1.78B, 20%); other lines add the remaining 3%. Net income for the quarter was $2.54 billion, up 42.7% year over year.
When is AMAT's next earnings date?
Applied Materials (AMAT) is scheduled to report on Nov 12, 2026, after market close.
What time does AMAT report earnings?
Applied Materials is scheduled to report after market close on Nov 12, 2026. Its last results releases were filed after market close, most recently at 4:03 pm ET on Aug 13, 2026.
When did AMAT last report earnings?
Applied Materials reported Q3 2026 results on Aug 13, 2026.
What is the EPS estimate for AMAT's next earnings?
The consensus EPS forecast is $4.06 (10 analysts), vs $2.17 in the same quarter last year.
Where can I find Applied Materials's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to AMAT's filings; this page breaks the latest report down in a Sankey chart.
What was AMAT's net income in Q3 2026?
Applied Materials reported net income of $2,538M for Q3 2026 (+42.7% year over year), under US GAAP.
Does Applied Materials pay dividends?
Yes. In fiscal 2025, Applied Materials paid $1,384M in dividends on its common stock, per its 10-K. Earlier years are in the five-year table above.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report. Figures checked against the filing on 08/25/2026. How we make the breakdowns · Report an error
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