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Source document· May 15, 2026

Applied Materials Q2 Earnings Beat Estimates, Revenues Increase Y/Y

View original at finance.yahoo.com
Applied Materials Q2 Earnings Beat Estimates, Revenues Increase Y/Y Applied Materials AMAT reported second-quarter fiscal 2026 non-GAAP earnings of $2.86 per share, which beat the Zacks Consensus Estimate by 6.5%…
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  • Quarter strength driven by the rapid global build-out of AI computing infrastructure and Applied Materials' leadership in leading-edge foundry-logic, DRAM and advanced packaging

    60% confidence
  • EPIC collaboration model will improve R&D productivity, increase multi-node visibility for investment decisions, and accelerate design wins for tools and services

    60% confidence
  • Largest customers are providing rolling eight-quarter forecasts, supporting planning for capacity and service resources

    60% confidence
  • EPIC platform is designed to shorten commercialization cycles from research to full-scale manufacturing

    60% confidence
  • The EPIC Center in Silicon Valley remains on track to begin operations in the fall

    60% confidence
  • Applied Materials has more than 35,000 users across its global workforce adopting AI internally

    60% confidence
  • AI demand is expanding beyond training and inference into agentic applications, which are more CPU-intensive and can raise demand for DRAM and NAND

    60% confidence

Data points we hold from this source

Applied Materials, Inc. · eps2.86 USD
Applied Materials, Inc. · average earnings surprise7.1 percent
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Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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