FQ3 2026
not_trackedReported 2026-08-13 (after close) · reaction session 2026-08-14
No implied move was quoted for this print, so it is tracked on the guidance axis only.
| Guided | Range | Printed | Verdict |
|---|---|---|---|
| Revenue | $8.45bn to $9.45bn | $9.115bn | Inside |
| Adjusted EPS | $3.16 to $3.56 | $3.50 | Inside |
Guided $8.95bn plus or minus $500m and $3.36 plus or minus $0.20 at the May 14 fiscal Q2 release, with the street settled on both midpoints before the print. Revenue of $9,115m and non-GAAP EPS of $3.50 both landed inside those ranges, in the top half: revenue $335m under the $9.45bn ceiling, EPS six cents under the $3.56 ceiling. Both also cleared the street by a distance, and the stock still closed down 2.48% on August 13, because the FQ4 guide of $10.25bn plus or minus $500m was the number the day traded on. Our post-print update quotes a slightly later consensus, about $9.00bn of revenue and $3.39-3.40 of EPS, against the $8.95bn and $3.36 recorded here from the preview; the row keeps the pre-print figures, and the verdict is inside on either.
No implied move was sourceable for this print, so the row is tracked on the guidance axis only.
Applied Materials fiscal Q2 2026 release, where the FQ3 guide of $8,950m +/- $500m and $3.36 +/- $0.20 was setApplied Materials fiscal Q3 2026 release: revenue of $9,115m, non-GAAP EPS of $3.50Our update: record quarter, $700m guide beat, stock down 2.48%