Applied Materials posts record fiscal Q3 2026 revenue of $9.12B and non-GAAP EPS of $3.50

Applied Materials reported record fiscal third-quarter revenue of $9.12 billion for the quarter ended July 26, 2026, up 25% from a year earlier. Non-GAAP diluted EPS was a record $3.50, up 41%, while GAAP EPS was $3.17. Semiconductor Systems revenue rose 26.5% to $7.04 billion and Applied Global Services rose 21.7% to $1.78 billion.

• Revenue: $9.12B, up 25% year over year (record)
• Non-GAAP diluted EPS: $3.50, up 41%; GAAP EPS $3.17
• Semiconductor Systems: $7,040M, up 26.5%
• Applied Global Services: $1,781M, up 21.7%
• GAAP operating income: $3,075M, or 33.7% of revenue

SEC filing 8-K · accession 0001628280-26-056699 · sec.gov ↗