Applied Materials unveiled its financial results for the third quarter of fiscal year 2026, spanning from May 1, 2026, to July 26, 2026. The financial report revealed that the company's total operating revenue for the quarter soared to $9.115 billion, roughly equivalent to RMB 61.589 billion, marking a significant 25% year-on-year increase. Net profit attributable to the parent company surged to $2.538 billion, approximately RMB 17.149 billion, reflecting a robust 43% year-on-year growth. Moreover, the gross profit margin climbed to 50.3%, an increase of 1.5 percentage points compared to the previous year. Multiple key performance indicators experienced year-on-year growth, hitting all-time highs. The company has maintained its growth momentum for several consecutive quarters, with a consistently expanding gross profit margin. In the business sector, Applied Materials introduced several cutting-edge chip manufacturing equipment and launched an integrated environmental vision platform named SENZ. The EPIC Center R&D collaboration initiative expanded to include 11 partners, and the company also enhanced its Singapore facility. During the earnings call, company executives expressed optimism about robust revenue growth in the latter half of 2026. They revised the overall packaging revenue growth forecast for the calendar year upwards to exceed 70%, with customer demand projections extending as far as 2030. Furthermore, Applied Materials anticipates its total revenue for the fourth quarter of fiscal year 2026 to range between $9.75 billion and $10.75 billion, approximately RMB 65.881 billion to RMB 72.638 billion. The company has also upgraded its revenue forecast for the semiconductor systems business for the calendar year 2026, predicting sustained strong growth in 2027.
