- Q3 revenue $9.12B vs est $8.99B, +25% YoY.
- Q3 adj EPS $3.50 vs est $3.39, +41% YoY.
Applied Materials beat Q3 estimates on revenue, EPS, operating income, and free cash flow. Q4 guidance came in well above consensus. Management raised its calendar 2026 Semiconductor Systems revenue outlook and expects another strong year in 2027.
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