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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...
Teradyne enters $1.0 billion five-year senior secured revolving credit facility with PNC as administrative agent
On August 7, 2026, Teradyne, Inc. entered into a Credit Agreement establishing a five-year, senior secured revolving credit facility in an aggregate principal amount of $1.0 billion, with PNC Bank, National Association serving as administrative agent, issuing bank and swingline lender. The facility replaces the company's prior credit agreement dated May 1, 2020 (Truist Bank as administrative agent) and is available for working capital and general corporate purposes; no funds have been borrowed under the new faci...
LRCX 10-K filed 2026-08-07 | Key takeaways
LRCX filed its 10-K; the most relevant disclosure change is expanded Customer concentration: Most-significant-customer list expanded to four named customers (Micron Technology, Samsung Electronics, SK hynix, and TSMC) for FY26/FY25/FY24; accounts-receivable concentration rose to five customers at 20%, 16%, 15%, 11%, and 10% as of June 28, 2026 from th. Customer concentration: Customer One (unnamed) represented 20% of accounts_receivable; Customer Two (unnamed) represented 16% of accounts_receivable.
ACMR 10-Q filed 2026-08-07 | Key takeaways
ACMR filed its 10-Q; the most relevant disclosure change is added ACM Registered Direct Offering: On May 12, 2026 ACM entered into a Securities Purchase Agreement with U.S. institutional investors managed by Tekne Capital Management, LLC to issue 2,884,615 Class A shares at $52.00 per share; transaction closed May 15, 2026 generating approximately $148.4 m. Customer concentration: Top three customers represented 43.5% of revenue; Top customers (concentration aggregate) represented 12.7% (one customer) of revenue.
ACM Research raises FY2026 revenue outlook to $1.125-$1.175 billion; Q2 revenue up 36% YoY
FY2026 total revenue was raised by +$45.0M to $1.125 billion to $1.175 billion (midpoint $1.150 billion). Q2 2026 revenue was $292.9 million, up 36.0% year-over-year, with GAAP diluted EPS of $1.23 (vs. $0.44) and non-GAAP diluted EPS of $0.61 (vs. $0.55). The company ended the quarter with $1.0 billion in net cash and reported total shipments of $281.5 million, up 36.4% year-over-year.
KLA Corporation declares $0.23 per share quarterly cash dividend
KLA Corporation announced that its Board of Directors declared a regular quarterly cash dividend of $0.23 per share on its common stock. The dividend is payable on September 1, 2026 to shareholders of record as of the close of business on August 17, 2026. The dividend declaration was disclosed in an 8-K filing on August 6, 2026.
KLAC 10-K filed 2026-08-06 | Key takeaways
KLAC filed its 10-K; the most relevant disclosure change is added Stock split: On June 11, 2026, the Company effected a ten-for-one stock split of its common stock and a proportional increase in the number of authorized shares of common stock, with all share and per share information retroactively adjusted in the 10-K. Customer concentration: Taiwan Semiconductor Manufacturing Company Limited represented >10% of revenue; Samsung Electronics Co., Ltd. represented Not disclosed (>10% threshold not met) of revenue.
ENTG 10-Q filed 2026-08-04 | Key takeaways
ENTG filed its 10-Q; the most relevant disclosure change is expanded Revolving Facility amendment: On April 29, 2026, Entegris amended the Revolving Facility, increasing aggregate commitments to $750.0 million from $575.0 million, extending maturity to April 29, 2031 from July 6, 2027, and revising applicable interest rate margins (SOFR + 1.25%/1.50%/1.75% .
FORM 10-Q filed 2026-08-04 | Key takeaways
FORM filed its 10-Q; the most relevant disclosure change is added Tariff refunds (IEEPA): FormFactor paid tariffs under IEEPA and is following the established refund filing and validation process through the CBP CAPE system. As of June 27, 2026, the Company received approximately $0.8 million in IEEPA refunds and anticipates refunds of approximatel. Customer concentration: SK hynix Inc. represented 24.3% of revenue; Intel Corporation represented <10% of revenue.
TER 10-Q filed 2026-07-31 | Key takeaways
TER filed its 10-Q; the most relevant disclosure change is added Noncontrolling interests: Q2 2026 introduces noncontrolling interests on the balance sheet ($36.2 million) and a new 'Net income attributable to noncontrolling interests' line ($0.4 million for Q2 and 6M 2026), accompanied by a new accounting policy in Note B applying ASC 810 'Consolid.
FORM Q2 FY2026 Non-GAAP net income per diluted share $0.82, Beat Guidance by +$0.21
FORM beat prior Q2 FY2026 Non-GAAP net income per diluted share guidance by +$0.21. Revenue rose 31.9% year-over-year to $258.2 million, GAAP gross margin expanded to 50.7%, and free cash flow was $52.6 million. For Q3 FY2026 ending September 26, 2026, FormFactor guided to revenue of $270 million +/- $10 million, non-GAAP gross margin of 54.0% +/- 1.5%, and non-GAAP diluted EPS of $0.86 +/- $0.09.
Lam Research Q4 FY2026 Revenue $6.72B; Guides Q1 FY2027 Revenue to $8.10B Midpoint
Lam Research reported fiscal Q4 2026 (quarter ended June 28, 2026) revenue of $6.72 billion, up 15.1% sequentially and approximately 30.0% year-over-year from $5.17 billion in the prior-year quarter, with GAAP diluted EPS of $1.81 and non-GAAP diluted EPS of $1.82. GAAP operating margin expanded to 37.4% from 35.0% in the March 2026 quarter and 33.7% in the prior-year quarter. For the quarter ending September 27, 2026, the company guided revenue to $8.10 billion (±$400 million) at the midpoint, operating margin...
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