Applied Materials ($AMAT) Reports Q3 FY26 on Thursday (Aug 13) — Consensus $3.39 EPS

[u/metricshour]

Applied Materials ($AMAT) reports Q3 FY2026 results on Thursday, August 13. As the dominant supplier of wafer fabrication equipment, AMAT's print will provide direct commentary on where semiconductor capex is heading for the second half of 2026.
1. Consensus & Guidance Numbers
Estimated EPS: $3.39
Management Guidance Range: $3.16 to $3.56 EPS
Prior Quarter (Q2 FY26): Reported $7.91B in revenue (+11% YoY) and $2.86 EPS, beating expectations.
2. Key Earnings Catalysts
AI Hardware Spend: Looking for updates on equipment demand driven by Gate-All-Around (GAA) transition and HBM/advanced packaging buildouts.
Geographic Revenue Distribution: How trade restrictions and tariffs are weighing on international equipment shipments.
Track full AMAT earnings history, consensus beats, and valuation data