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Applied Materials updates worth following

Deposition, process equipment and fab spending. TickerStar monitors official filings, investor releases, earnings, and call updates for Applied Materials. Subscribe to AMAT alerts to receive concise, source-linked alerts when TickerStar detects a meaningful company update.

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SEC filingSEC filing

AMAT 10-Q filed 2026-08-20 | Key takeaways

AMAT filed its 10-Q; the most relevant disclosure change is reduced Income taxes: Effective tax rate was 12.7% for Q3 FY2026 and 12.9% for the nine months ended July 26, 2026, reflecting the absence of the fiscal 2025 CAMT credit valuation allowance and Singapore tax incentive remeasurements; no Q3-specific incremental tax disclosure beyond. Customer concentration: Customer One represented 20% of revenue; Customer Two represented 14% of revenue.

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EarningsOfficial company source

AMAT Q3 FY2026 Total revenue $9,115 million, Beat Guidance by +$165.0M

AMAT beat prior Q3 FY2026 Total revenue guidance by +$165.0M. GAAP diluted EPS was $3.17, up 43% year over year, and the company set new quarterly records in revenue, non-GAAP EPS, cash from operations of $3.04 billion, and non-GAAP free cash flow of $2.33 billion. The company issued Q4 FY2026 guidance of $10,250 million plus or minus $500 million in total revenue and $4.02 plus or minus $0.20 in non-GAAP diluted EPS. For Q4 FY2026, Total revenue guidance is $9,750 million-$10,750 million (midpoint $10,250 milli...

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