Revenue $9.12B, up 24.8% on a year earlier. Applied Global Services net sales $1.78B, up 11.3%. Korea net sales $1.52B, up 31.1%. Diluted EPS $3.17 against $2.22.
| Q3 FY26 | Q2 FY26 | Q3 FY25 | Year over year | |
|---|---|---|---|---|
| Revenue | $9.12B | $7.91B | $7.30B | +24.8% |
| Operating income | $3.08B | $2.52B | $2.23B | +37.7% |
| Net income | $2.54B | $2.81B | $1.78B | +42.7% |
| Diluted EPS | $3.17 | $3.51 | $2.22 | |
| Operating cash flow | $3.04B | $845.00M | $2.63B | +15.3% |
| Capital expenditures | -$707.00M | -$635.00M | -$584.00M | |
| Free cash flow | $2.33B | $210.00M | $2.05B | +13.7% |
| Dividend per share | $0.53 | $0.53 | $0.46 |
| Q3 FY26 | Q3 FY25 | Year over year | |
|---|---|---|---|
| Applied Global Services net sales | $1.78B | $1.60B | +11.3% |
| Korea net sales | $1.52B | $1.16B | +31.1% |
| Taiwan net sales | $2.02B | $1.84B | +9.9% |
| China net sales | $2.51B | $2.55B | -1.6% |
| Semiconductor Systems net sales | $7.04B | $5.43B | +29.7% |
| Period | Measure | Guided | Reported | Result |
|---|---|---|---|---|
| Q3 FY26 | Revenue | $8.95B | $9.12B | above |
The week's biggest guidance misses, KPI surprises and one chart.
Stock Atlas, “Applied Materials (AMAT) Q3 FY26 earnings: results and KPIs”, stockatlas.com/companies/AMAT/earnings/2026-q3/, data as of 3 November 2026. Links to this page are welcome.
