Applied Materials, Inc. reported earnings results for the first quarter ended January 25, 2026. For the first quarter, the company reported sales was USD 7,012 million compared to USD 7,166 million a year ago. Sales was USD 7,012 million compared to USD 7,166 million a year ago.
Net income was USD 2,026 million compared to USD 1,185 million a year ago. Net income was USD 2,026 million compared to USD 1,185 million a year ago. Basic earnings per share from continuing operations was USD 2.55 compared to USD 1.46 a year ago.
Basic earnings per share from continuing operations was USD 2.55 compared to USD 1.46 a year ago. Diluted earnings per share from continuing operations was USD 2.54 compared to USD 1.45 a year ago. Diluted earnings per share from continuing operations was USD 2.54 compared to USD 1.45 a year ago.
Applied Materials, Inc. specializes in the design, manufacture, and marketing of equipment for producing integrated circuits and semi-conductor components. The group develops systems used in the principal manufacturing stages of microchips (deposition systems using chemical vapors, the physical process or through epitaxy, photomasking systems, control programs, etc.).
Net sales break down by activity sector as follows: semiconductor industry (73.3%), flat screen industry (22.5%) and other (4.2%; photovoltaic and electronic industries).
Net sales are distributed geographically as follows: the United States (10.8%), China (30.1%), Taiwan (24.2%), Korea (19.8%), Japan (8%), Asia (3.8%) and Europe (3.3%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
