Applied Materials Announces Q3 2026 Financial Results
Yahoo Finance ·
Applied Materials reported strong financial results for the third quarter of fiscal 2026, driven by soaring global demand for artificial intelligence infrastructure. Total revenue reached $9.12 billion, marking a 25 percent increase compared to the same period last year. Non-GAAP earnings per share rose 41 percent year over year to $3.50, reflecting record quarterly profitability. Semiconductor Systems generated $7.04 billion, up 27 percent, while Applied Global Services brought in $1.78 billion, a 22 percent increase. Non-GAAP gross margin expanded to 50.4 percent, representing the thirteenth consecutive quarter of year-over-year margin growth. Furthermore, the company issued optimistic guidance for the fourth quarter, projecting revenue of approximately $10.25 billion and a non-GAAP EPS of $4.02.
AI 시장 분석
Applied Materials (AMAT) posted strong Q3 2026 results with revenue of $9.12 billion, up 25% year-over-year. Non-GAAP EPS surged 41% to $3.50, and Q4 revenue guidance of $10.25 billion easily beat market expectations. This growth was driven by accelerated AI infrastructure buildout and surging demand for advanced packaging, which led to record performance in the semiconductor equipment sector.
상승 영향
- Semiconductors — AMAT's Q3 revenue rose 25% to $9.12 billion, and semiconductor equipment earnings improved significantly on AI infrastructure demand.
- AI — Advanced packaging revenue is projected to grow over 70% in 2026 due to expanding AI infrastructure, serving as a positive catalyst for related companies.
DYAX 전담 분석
AMAT's Q3 results clearly demonstrate that demand for semiconductor equipment and advanced packaging is exploding due to expanded AI infrastructure investments. In particular, DRAM revenue surged 52% and advanced packaging revenue is projected to grow over 70%, greatly enhancing earnings visibility across the related value chain. Investors should closely monitor the capacity expansion plans through 2028 and the upward trend in the tax rate to 13% resulting from the global minimum tax implementation.
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