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AMAT earnings

Applied Materials — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report August 13, 2026 consensus EPS 3.36

§ Recent prints / EPS vs consensus

Reported	EPS	Consensus	Surprise
May 14, 2026	2.86	2.68	+6.7%
Feb 12, 2026	2.38	2.21	+7.7%
Dec 12, 2025	2.17	2.11	+2.8%
Aug 14, 2025	2.48	2.36	+5.1%

§ Research / every print, covered

Applied Materials Reports Strong Q2 FY2026: Revenue and EPS Beat Estimates

Equipment Desk · RegardingSemi Engine · May 14, 2026

Applied Materials reported a strong Q2 FY2026, with both revenue and EPS exceeding street estimates. The company's revenue of $7.91 billion and EPS of $2.86 represent a 3.0% and 6.7% surprise, respectively. This print underscores the company's continued leadership in the semiconductor equipment market and its ability to capitalize on key growth areas.

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§ Earnings calls on file / full text, model-annotated

2026 Q2 — May 14, 2026 2026 Q1 — Feb 12, 2026 2025 Q4 — Nov 13, 2025 2025 Q3 — Aug 15, 2025 2025 Q2 — May 15, 2025 2025 Q1 — Feb 13, 2025 2024 Q4 — Nov 14, 2024 2024 Q3 — Aug 15, 2024

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