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Applied Materials (AMAT) earnings on Nov 12, 2026: what to expect

Applied Materials (AMAT) is expected to report earnings on Nov 12, 2026, in 4 days, for the quarter ending Oct 31, 2026. Analysts expect EPS of $4.06 ($4.02 to $4.19, 25 estimates) on revenue of $10.3B, against $2.17 and $6.8B a year ago. It beat the EPS estimate in 100% of the quarters on record; Filing Flows' model gives it a 97% chance of beating next time. Options imply a move of about ±10.8% on the report.

Report dateNov 12, 2026
Days to go4
EPS estimate$4.06
Revenue estimate$10.3B
Beat rate100%
Implied move±10.8%

What to watch

Last quarter (Q3 FY26) the lines that make up revenue grew like this; the report shows whether the trend holds:

Applied Materials: revenue lines, growth year over year, Q3 FY26Applied Materials: revenue lines, growth year over year, Q3 FY26Revenue+25%

Filing Flows' own estimate from the SEC figures — the same quarter last year times recent growth — is EPS $3.12 on revenue of $8.2B, against the analysts' $4.06.

The last report

Applied Materials reported revenue of $9.1B for the third quarter fiscal 2026 (+25% Y/Y), net earnings $2.5B. How it makes money → · Every quarter →

Applied Materials: EPS against the estimate, last 4 reportsApplied Materials: EPS against the estimate, last 4 reportsEstimateReported$2.09$2.17Nov 25$2.21$2.38Feb 26$2.69$2.86May 26$3.39$3.50Aug 26
Latest (Aug 26): Estimate $3.39, Reported $3.50.
AMAT: the stock's move on each reportAMAT: the stock's move on each reportAug 13, 2026-7.5%May 14, 2026+0.0%Feb 12, 2026+4.4%Nov 13, 2025-2.0%

Applied Materials' latest quarter

Applied Materials, Q3 FY26: revenue $9.1B (+25% year over year), operating margin 33.7%, net earnings $2.5B, operating cash flow $3.0B. The chart follows the revenue to costs, profit and cash.

Questions

When does AMAT report earnings?

Applied Materials is expected to report on Nov 12, 2026.

What are analysts expecting from Applied Materials?

EPS of $4.06 and revenue of $10.3B for the quarter.

Does Applied Materials usually beat earnings?

It beat the consensus EPS estimate in 100% of the quarters on record.

Open the interactive view →

Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.