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Did Applied Materials Beat Earnings?
Applied Materials (AMAT) reported Q2 '26 revenue of $7.91B, up 11.4% year-over-year, with reported EPS of $2.86. That topped the $2.69 analyst estimate by 6.3% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Applied Materials’s job postings, web traffic, and employee business outlook. See the full AMAT stock analysis or the earnings calendar for upcoming reports.
AMAT Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $2.69 | $2.86 | Beat +6.3% |
| Q1 '26 | $2.21 | $2.38 | Beat +7.7% |
| Q4 '25 | $2.09 | $2.17 | Beat +3.8% |
| Q3 '25 | $2.36 | $2.48 | Beat +5.1% |
| Q2 '25 | $2.31 | $2.39 | Beat +3.5% |
| Q1 '25 | $2.30 | $2.38 | Beat +3.5% |
Applied Materials Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 6.78B | 7.05B | 7.17B | 7.1B | 7.3B | 6.8B | 7.01B | 7.91B |
| Gross margin | 47.3% | 47.3% | 48.8% | 49.1% | 48.8% | 48.0% | 49.0% | 49.9% |
| Operating margin | 28.7% | 29.0% | 30.4% | 30.5% | 30.6% | 25.2% | 29.9% | 31.9% |
| Net income | 1.71B | 1.73B | 1.19B | 2.14B | 1.78B | 1.9B | 2.03B | 2.81B |
| Net margin | 25.2% | 24.6% | 16.5% | 30.1% | 24.4% | 27.9% | 28.9% | 35.5% |
| EPS | $2.12 | $2.32 | $2.38 | $2.39 | $2.48 | $2.17 | $2.38 | $2.86 |
Applied Materials Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Applied Materials’s quarterly revenue moved from $6.78B to $7.91B. Net margin expanded from 25.2% to 35.5%, against a 49.9% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Applied Materials has beaten Wall Street EPS estimates in 8 of its last 8 reported quarters.
When Is Applied Materials’s Next Earnings Date?
Applied Materials reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the AMAT earnings calendar.
Frequently Asked Questions: Applied Materials Earnings
Applied Materials's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Applied Materials reported Q2 '26 EPS of $2.86 on revenue of $7.91B (+11.4% YoY). Applied Materials beat estimates, reporting $2.86 vs. the $2.69 estimate.
Applied Materials reported Q2 '26 revenue of $7.91B, up 11.4% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the AMAT AI Score.
