APPLIED MATERIALS INC /DE — Earnings
Most recent reported period: FY2026 (Q4) (filed for period ending 2026-01-25) · sourced from SEC EDGAR
Next earnings (estimated): Sun, April 26, 2026 — 5 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2026-01-25 | $7.01B | ↓-2.1% | $2.03B | ↑+71.0% | 26.1% |
| 2025-10-26 | $6.80B | ↓-3.5% | $1.90B | ↑+9.6% | 25.2% |
| 2025-07-27 | $7.30B | ↑+7.7% | $1.78B | ↑+4.3% | 30.6% |
| 2025-04-27 | $7.10B | ↑+6.8% | $2.14B | ↑+24.1% | 30.5% |
| 2025-01-26 | $7.17B | ↑+6.8% | $1.19B | ↓-41.3% | 30.4% |
| 2024-10-27 | $7.04B | ↑+4.8% | $1.73B | ↓-13.6% | 29.0% |
| 2024-07-28 | $6.78B | ↑+5.5% | $1.71B | ↑+9.3% | 28.7% |
| 2024-04-28 | $6.65B | ↑+0.2% | $1.72B | ↑+9.3% | 28.8% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2026 (Q4)
Revenue
$7.01B
↓-2.1% -$154M YoY
Net Income
$1.46B
↑+23.2% +$275M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 71 quarters
margin trajectory tells the operating-leverage storyGross Margin↑+0.2pts
49.0%
Operating Margin↓-4.2pts
26.1%
Net Margin↑+12.4pts
28.9%
Go deeper
AMAT Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyAMAT Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics