Earnings · Quarter

Applied Materials Q2 FY2026 earnings: revenue, margins and segments

Fiscal Q2 FY2026 (Feb–Apr 2026) · Reported

Applied Materials

Q2 2026 · Reported

Revenue: $7.9B; ▲ +11.4% y/y▲ +12.8% q/q
Net income: $2.8B; ▲ +31.3% y/y▲ +38.5% q/q
Gross margin: 49.9%; +0.8 pp y/y+0.9 pp q/q

Summary

Revenue rose 11.4% from a year earlier to $7.9B.

Compared with the previous quarter, revenue rose 12.8%.

Net income rose 31.3% to $2.8B.

Gross margin was 49.9%, up 0.8 percentage points from a year earlier.

Built from the stored figures above; Reported values are as filed, Calculated values are Silicon Analytica arithmetic from those filings. Percentages and margins are never converted to US$; ≈US$ amounts are approximate.

Revenue mix, Q2 FY2026

— No segment or regional split is stored for this quarter; the company's filings for it have not been added at segment level. See the fiscal-year pages for the stored annual split.

Applied Materials Q2 FY2026 earnings: revenue, margins and segments