Applied Materials, Inc. (AP2d)

Applied Materials' adjusted EPS topped the $2.95 estimate at $3.04, +3.1%, in the fiscal third quarter of 2026 reported Aug. 13, as revenue rose about 25% to about $9.1 billion from about $7.3 billion a year ago. Operating income reached about $3.1 billion, with operating margin near 34% and gross margin around 50%, while net income climbed about 43% to about $2.5 billion from about $1.8 billion a year earlier. Adjusted EPS also rose about 23% from $2.48 a year ago. Operating cash flow was $3.037 billion, the company repurchased $568.0 million of stock and paid $420.0 million in dividends, and consensus for the next period calls for EPS of $3.50.