Applied Materials reports record Q4 2026 revenue and beats earnings, guides above consensus for Q1 FY27
Applied Materials announced fourth‑quarter 2026 revenue of $10.41 billion, a 53 % year‑over‑year increase, and non‑GAAP earnings per share of $4.16, up 92 % YoY. Full‑year 2026 revenue reached $34.45 billion, up 21 % YoY, with non‑GAAP EPS of $12.89. The company guided first‑quarter fiscal 2027 revenue of about $11.10 billion (± $500 million) and non‑GAAP EPS of $4.35 (± $0.20).
Why it matters
The above‑consensus guidance signals continued strong demand for semiconductor equipment, supporting the sector and potentially bolstering Applied Materials’ share price. The results also confirm robust cash generation, enabling $4.75 billion of shareholder returns in FY2026.
Key facts
- 1Q4 2026 revenue was $10.41 billion, up 53 % year over year. sec.gov
- 2Q4 2026 non‑GAAP EPS was $4.16, up 92 % year over year. sec.gov
- 3Fiscal 2026 revenue was $34.45 billion, up 21 % year over year. sec.gov
- 4Fiscal 2026 non‑GAAP EPS was $12.89. sec.gov
- 5Q1 FY27 revenue guidance is $11.10 billion, plus or minus $500 million. quantisnow.com
- 6Q1 FY27 non‑GAAP EPS guidance is $4.35, plus or minus $0.20. quantisnow.com
Summary written by AlphAI AI Desk from 15 of 15 sources. Not investment advice. Figures are as stated by the linked sources.