Released
FY2026 Q2
Earnings ReviewAMAT
BEAT어플라이드 머티어리얼즈
Applied Materials, Inc. · 반도체 장비 (전공정 풀라인)
Thu, May 14, 2026·After Market Close
AMATSemi equipmentFront-endHBMGAAAI infra
01Wall Street Consensus
EPS$2.67
Revenue$7.2B
02Earnings Results
EPS$2.86+6.7%
Revenue$7.91B+2.8%
Operating marginGAAP 31.9%, GAAP gross 49.9%
Revenue YoY+11.4%
After-Hours Reaction+
※ non-GAAP EPS beat consensus $2.68 by 6.7%, +19.7% YoY
Key Takeaways
- Q2 record revenue $7.91B (+11.4% YoY)
- non-GAAP EPS $2.86 — beat consensus by 6.7%, +19.7% YoY
- GAAP EPS record $3.51
- GAAP operating margin 31.9% / gross margin 49.9%
- Q3 revenue guide $8.95B ± $500M
- Eight-quarter customer forecasts strengthen visibility — AI chip demand driver
Key Checkpoints
- 01Semiconductor Systems revenue (memory + logic)
- 02AGS (services) stability
- 03Display segment turnaround
- 04FY2026 guide and the memory cycle
- 05Advanced packaging (hybrid bonding) orders
Upside Catalysts
- HBM3E/HBM4 cycle capex
- Sym3 bonding tool order expansion
- GAA + advanced logic capex
Risk Factors
- China revenue mix and export controls
- Memory capex volatility
- Persistent Display weakness
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)