Operator
Operator
Welcome to the Applied Materials Second Quarter Fiscal 2026 Earnings Call. I would now like to turn the call over to Mike Sullivan, Corporate Vice President of Investor Relations. Please go ahead.
Methodology published · Market data, model notes, and corrections process are public · Data policy · Corrections policy
NASDAQ · TECHNOLOGY · Earnings & dividends
Applied Materials Inc earnings and payout view.
Next scheduled report in 67 days, last quarterly EPS, consensus estimates, payout status, and capital-return context for AMAT.
Earnings read
AMAT reports in 67 days.
Start with the next report date, recent EPS quality, surprise history, and payout cushion. The detailed history and dividend table stay below for verification.
Next report
August 13, 2026
67 days · AMC
EPS TTM
$10.65
Next annual estimate $16.17
Last surprise
+6.3%
$2.86 actual vs $2.69 estimate
Payout safety
Conservative payout
17.9% payout ratio
- Next report
- August 13, 2026
- 67 days · AMC
- EPS (TTM)
- $10.65
- Est. next: $16.17
- Latest reported EPS
- $2.86
- Consensus: $2.69
- Last EPS surprise
- +6.3%
- Beat · $2.86 actual vs $2.69 est.
EPS History & Surprise
| Period | Actual EPS | Est. EPS | Surprise |
|---|---|---|---|
| Q2 | $0.13 | $0.12 | +8.3% |
| Q3 | $0.12 | $0.11 | +9.1% |
| Q4 | $0.06 | $0.05 | +20.0% |
| Q1 | $0.06 | $0.05 | +20.0% |
| Q2 | $0.07 | $0.06 | +16.7% |
| Q3 | $0.10 | $0.08 | +25.0% |
| Q4 | $0.12 | $0.11 | +9.1% |
| Q1 | $0.13 | $0.13 | +0.0% |
Most recent periods shown. Full history available via data providers.
Dividends and capital return
Payout status beside the earnings base.
Dividend yield only makes sense next to earnings power. TECHi keeps payout ratio, yield, and ex-date on this page so income investors can read the cash return against EPS.
- Forward yield
- 0.38%
- Annual payout
- $1.91 per share
- Payout ratio
- 18% of EPS
- Conservative payout
- Ex-dividend date
- May 21, 2026
- Hold by this date for the next payout
EPS beat history
AMAT has 6 beats in the last 6 reported quarters.
Recent reported quarters are compared against the consensus estimate so the latest print is easy to read at a glance. Positive bars mean reported EPS cleared expectations; negative bars mark misses.
- Last actual EPS
- $2.86
- Q2 FY2026
- Last estimate
- $2.69
- May 14, 2026
- Surprise amount
- +$0.17
Recent quarters
Q2 FY2026+6.3%
$2.86 actual vs $2.69 est.
Q1 FY2026+7.7%
$2.38 actual vs $2.21 est.
Q4 FY2025+3.8%
$2.17 actual vs $2.09 est.
Q3 FY2025+5.1%
$2.48 actual vs $2.36 est.
Q2 FY2025+3.5%
$2.39 actual vs $2.31 est.
Q1 FY2025+3.5%
$2.38 actual vs $2.30 est.
Earnings call transcript
AMAT 2026Q2 call commentary.
12 segments
0.00
Michael Sullivan
Corporate Vice President of Investor Relations
Good afternoon, everyone, and thank you for joining today's call. With me are Gary Dickerson, our President and CEO; and Brice Hill, our Chief Financial Officer. Before we begin, I'd like to remind you that today's call includes forward-looking statements...
Gary Dickerson
President and CEO
Thank you, Mike. In our second fiscal quarter, Applied Materials delivered record revenue and earnings, along with our highest gross margin in more than 25 years. With rising demand and increasing long-term visibility from customers, we see an exceptionally...
Brice Hill
Chief Financial Officer
Thanks, Gary. AI is driving wafer fab equipment spending to the areas where Applied has been investing the most and we see the positive mix continuing in the second half of the calendar year and well beyond. As the market shifted to our areas of strength in...
Michael Sullivan
Corporate Vice President of Investor Relations
Thanks, Brice. To help us reach as many people as we can on today's call, please ask just one question and no more than one brief follow-up. Operator, let's please begin.
Operator
Operator
And our first question for today comes from the line of C.J. Muse from Cantor Fitzgerald.
Earnings desk view
AMAT EPS history is live.
Applied Materials Inc has per-quarter EPS history available across recent reports, pairing the latest actual EPS with consensus estimates and valuation context. TECHi tracks editorial reactions to earnings reports as they become available.
Payout history
AMAT dividend payments - recent history
Market data feed
| Ex-date | Amount | Record date | Payment date |
|---|---|---|---|
| $0.5300 | |||
| $0.4600 | |||
| $0.4600 | |||
| $0.4600 | |||
| $0.4600 | |||
| $0.4000 | |||
| $0.4000 | |||
| $0.4000 | |||
| $0.4000 | |||
| $0.3200 | |||
| $0.3200 | |||
| $0.3200 | |||
| $0.3200 | |||
| $0.2600 | |||
| $0.2600 | |||
| $0.2600 | |||
| $0.2600 | |||
| $0.2400 | |||
| $0.2400 | |||
| $0.2400 | |||
| $0.2400 | |||
| $0.2200 | |||
| $0.2200 | |||
| $0.2200 |
Dividend safety read
AMAT pays out 18% of TTM earnings as dividends.
A payout ratio in this band gives the dividend room to grow even if earnings dip. Watch quarterly cash-flow coverage to confirm the buffer holds.
Frequently asked
Common questions.
When does AMAT next report earnings?
Applied Materials Inc reports quarterly. Track the latest scheduled date and consensus estimate on TECHi's AMAT earnings page — updated whenever the company confirms the quarterly call.
What is AMAT's EPS?
Applied Materials Inc's trailing earnings per share is approximately $10.65 based on the most recent fundamentals snapshot.
Where can I find AMAT's earnings history?
TECHi's AMAT earnings page covers the next scheduled report, the last several quarters of beats and misses, and editorial commentary tied to each release.
Did AMAT beat earnings last quarter?
Beat / miss commentary for the most recent Applied Materials Inc quarter is published on the TECHi AMAT earnings page. Subscribe to the markets newsletter for the morning brief on every print.
Does AMAT pay a dividend?
Yes — Applied Materials Inc (AMAT) pays a dividend with a current yield of approximately 0.38%.
What is AMAT's dividend yield?
Applied Materials Inc has a forward dividend yield of approximately 0.38% based on the most recent quote.
How much does AMAT pay in dividends per share?
Applied Materials Inc distributes approximately $1.91 per share annually based on the latest declared payout.
What is AMAT's payout ratio?
Applied Materials Inc's payout ratio is approximately 17.93%, the share of earnings paid out as dividends. A lower ratio leaves more room for dividend growth.
Where can I track AMAT's dividend history?
TECHi's AMAT earnings and dividends page shows the live yield, payout history, ex-dividend dates, payout ratio, and dividend-safety commentary beside EPS history.