Applied Materials reports record Q3 revenue of $9.12B, up 25% YoY, and EPS of $3.50

Filed August 13, 2026 · Period ending August 13, 2026 · ~1 min read

Key Changes

• high

  Q3 2026 revenue reached record $9.12B (+25% YoY) with record non-GAAP EPS of $3.50 (+41% YoY); gross margin expanded to 50.4%, marking 13th consecutive quarter of YoY margin growth.

  Exhibit 99.1 view on EDGAR →
• high

  Generated record operating cash flow of $3.04B and returned $860M to shareholders ($440M buybacks, $420M dividends) in the quarter.

  Exhibit 99.1 view on EDGAR →
• high

  Guided Q4 2026 revenue to $10.25B (±$500M) and non-GAAP EPS to $4.02 (±$0.20), implying sequential revenue growth and continued earnings momentum.

  Exhibit 99.1 view on EDGAR →