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Source document· February 12, 2026

Applied Materials Announces First Quarter 2026 Results

Applied Materials Announces First Quarter 2026 Results Applied Materials, Inc…

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Applied Materials delivered strong results in fiscal first quarter, fueled by the acceleration of industry investments in AI computing
80% confidence
The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging
80% confidence
Over the past several years, Applied Materials has nearly doubled its system manufacturing capability, strengthened supply chain and increased inventories in preparation for market growth
80% confidence
Applied Materials is the process equipment leader in leading-edge logic, high-bandwidth memory and advanced packaging
80% confidence
Applied Materials expects to grow its semiconductor equipment business over 20 percent in calendar year 2026
80% confidence
Applied Materials is focused on ensuring capacity to support customers with increasing demand for innovative products and services
80% confidence

Applied Materials, Inc. · revenue	7.012 billion_USD
Applied Materials, Inc. · stockholders equity	21.717 billion_USD
Applied Materials, Inc. · employee count	35500 employees
Applied Materials, Inc. · taiwan revenue	1.722 billion_USD
Applied Materials, Inc. · total assets	37.644 billion_USD
Applied Materials, Inc. · total debt	6.553 billion_USD
Applied Materials, Inc. · us revenue	0.656 billion_USD
Applied Materials, Inc. · gross margin	49.0 percent
Applied Materials, Inc. · inventories	5.997 billion_USD
Applied Materials, Inc. · japan revenue	0.525 billion_USD
Applied Materials, Inc. · korea revenue	1.458 billion_USD
Applied Materials, Inc. · net income	2.026 billion_USD
Applied Materials, Inc. · non gaap eps	2.38 USD
Applied Materials, Inc. · non gaap free cash flow	1.040 billion_USD
Applied Materials, Inc. · non gaap gross margin	49.1 percent
Applied Materials, Inc. · non gaap net income	1.899 billion_USD
Applied Materials, Inc. · non gaap operating margin	30.0 percent
Applied Materials, Inc. · operating cash flow	1.686 billion_USD
Applied Materials, Inc. · operating margin	26.1 percent
Applied Materials, Inc. · cash and equivalents	7.218 billion_USD
Applied Materials, Inc. · china revenue	2.095 billion_USD