Applied Materials posts record $10.41B quarter, up 53%, guides to about $11.1B
The chip-equipment maker's fiscal 2026 revenue rose 21% to $34.45 billion and net income 44% to $10.09 billion; IT之家 said both revenue and adjusted EPS beat Wall Street estimates.
Why it matters
Applied Materials sells the deposition, etch and inspection tools chipmakers buy to add capacity, so its results are an early read on AI-driven fab spending. The quarter came in above the company's own $10.25 billion guidance midpoint, and an outlook of about $11.1 billion for the next quarter suggests spending is still rising after a sell-off that cut chip-equipment shares sharply. Rivals Lam Research and KLA had already guided December-quarter revenue higher. Watch the call for comments on China, memory and leading-edge logic demand.
Key facts
- Q4 FY2026 revenue $10.41 billion, up 53% year on year
- Q4 GAAP gross margin 50.4%
- Q4 diluted EPS $3.40, up 43%
- FY2026 revenue $34.45 billion, up 21%
- FY2026 net income $10.09 billion, up 44%
- Q1 FY2027 revenue outlook about $11.1 billion