Earnings recap · AMAT
Applied Materials Q4 fiscal 2026 results
What Applied Materials reported for Aug to Oct 2026, compared with the same quarter a year earlier, from the press release it filed with the SEC.
Source The press release Applied Materials filed with the SEC on Nov 12, 2026 as Exhibit 99.1 to a Form 8-K (Item 2.02). The annual report (10-K), with full financial statements and notes, hadn't been filed when this page was built. This page will say so here when it is.
The headline numbers
Applied Materials reported revenue of $10.4B for Q4 fiscal 2026, compared with $6.8B a year earlier (+53.1%). Net income was $2.7B, compared with $1.9B (+43.3%), and diluted earnings per share were $3.40, compared with $2.38. These are GAAP figures, prepared under the standard accounting rules. How EPS is calculated.
Comparing Q4 fiscal 2026 (Aug to Oct 2026) with Q4 fiscal 2025 (Aug to Oct 2025)
Each pair of bars shows both periods. Longer bar, more money. Bars in a group share one scale.
Q4 fiscal 2026Q4 fiscal 2025
Revenue and profit (GAAP)
Source: Exhibit 99.1 to Applied Materials's 8-K filed Nov 12, 2026
Per share (GAAP)
Source: Exhibit 99.1 to Applied Materials's 8-K filed Nov 12, 2026
Cash flow, the full year (GAAP)
Source: Exhibit 99.1 to Applied Materials's 8-K filed Nov 12, 2026
| Line | Q4 fiscal 2026 | Q4 fiscal 2025 | Change |
|---|---|---|---|
| Revenue | $10,409M | $6,800M | +53.1% |
| Operating income | $3,658M | $1,712M | +113.7% |
| Net income | $2,718M | $1,897M | +43.3% |
| Diluted EPS | $3.40 | $2.38 | +42.9% |
Change is worked out by Ticker Sage from the two figures shown. Operating margin, operating income as a share of revenue, was 35.1% compared with 25.2%. What profit margins measure.
Cash flow
| Line | Nov 2025 to Oct 2026 | Nov 2024 to Oct 2025 | Change |
|---|---|---|---|
| Cash from operations, full year | $8,868M | $7,958M | +11.4% |
The release reports cash flow for the full year of the fiscal year, so these columns cover that longer period, not the quarter alone. How free cash flow works.
What to look for in the 10-K
The press release has the headline tables. The 10-K adds the full statements, the notes and management's discussion, including:
- Segment detail. Revenue and profit by business, and the reasons the company gives for changes.
- Items the adjusted measures leave out. Where those charges sit in the GAAP statements.
- Debt and risk factors. Any changes to borrowings and the risk factors section since the last annual report.
How an 8-K, a 10-Q and a 10-K differ. When the 10-K is filed, the box at the top of this page links to it.
Sources
- Exhibit 99.1: press release and financial tables, filed Nov 12, 2026
- Form 8-K filing index on SEC EDGAR
- Applied Materials Form 10-K for fiscal 2025
Common questions
When did Applied Materials report Q4 fiscal 2026 results?
Applied Materials filed its Q4 fiscal 2026 press release with the SEC on Nov 12, 2026, as Exhibit 99.1 to a Form 8-K under Item 2.02 (Results of Operations and Financial Condition).
What were Applied Materials's revenue and EPS for Q4 fiscal 2026?
Revenue was $10.4B, compared with $6.8B in Q4 fiscal 2025. Diluted EPS was $3.40, compared with $2.38.
Has Applied Materials filed its 10-K for Q4 fiscal 2026?
Not when this page was built. Companies file the 10-K a few weeks after fiscal year end, by a deadline the SEC sets by company size. This page links to it once it is filed.
Applied Materials company file → · Applied Materials filings news · Learn
Disclosures
- Editor holdings in AMAT
- The editor holds no position in Applied Materials (AMAT). As of Nov 11, 2026.
- Compensation
- Nobody paid for this page. No affiliate links.
- Sources
- Applied Materials's own SEC filings, linked next to each number.
- Last updated
- Nov 13, 2026
A summary of a public filing for general education, the same for every reader. Not a recommendation to buy, sell or hold AMAT. It reports what the company said and doesn't compare the results with forecasts by anyone else.