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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Applied Materials (AMAT) is 9/10.
Applied Materials surged to record Q2 revenue of $7.91 billion up 11% year-over-year with record non-GAAP EPS of $2.86 growing 20%, as AI-driven equipment demand accelerated and gross margins crossed 50% for the first time. Leading-edge foundry logic market leadership strengthened as GAA adoption broadened across multiple customers. Management raised the calendar 2026 equipment growth outlook to more than 30%, reflecting the structural pull from AI infrastructure investment.
Scored from Applied Materials’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.04B | +4.8% | $2.09 | -12.2% | 47.3% | 29.0% | 24.6% | $2.17B |
| FY2025 Q1 | $7.17B | +6.8% | $1.45 | -39.8% | 48.8% | 30.4% | 16.5% | $544M |
| FY2025 Q2 | $7.10B | +6.8% | $2.63 | +27.7% | 49.1% | 30.5% | 30.1% | $1.06B |
| FY2025 Q3 | $7.30B | +7.7% | $2.21 | +7.8% | 48.8% | 30.6% | 24.4% | $2.05B |
| FY2025 Q4 | $6.80B | -3.5% | $2.38 | +13.9% | 48.0% | 25.2% | 27.9% | $2.04B |
| FY2026 Q1 | $7.01B | -2.1% | $2.54 | +75.2% | 49.0% | 29.9% | 28.9% | $1.04B |
| FY2026 Q2 | $7.91B | +11.4% | $3.51 | +33.5% | 49.9% | 31.9% | 35.5% | $832M |
| FY2026 Q3 | $9.12B | +24.8% | $3.17 | +43.4% | 50.3% | 33.7% | 27.8% | $2.05B |
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