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Applied Materials, Inc. (IT:1AMAT)
:1AMAT
Earnings Data
Report Date
Aug 14, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
2.08Last Year’s EPS
1.88Same Quarter Last Year
Strong Buy
Based on 23 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 15, 2025
|% Change Since: -7.30%
|Next Earnings Date:Aug 14, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong financial performance with record earnings per share and robust revenue growth across segments. However, challenges persist in the China market and trade restrictions are impacting service business growth. Despite these challenges, the company shows strong potential in advanced DRAM and service revenues.Company Guidance
During the Applied Materials Second Quarter Fiscal 2025 Earnings Conference Call, the company provided robust guidance with an optimistic outlook on several metrics. They reported a record earnings per share and a 7% year-to-date revenue increase. For the third quarter, they anticipate total revenue of $7.2 billion, plus or minus $500 million, representing a 6% year-over-year increase. The company expects non-GAAP EPS to be $2.35, plus or minus $0.20, indicating an 11% increase year-over-year. In terms of segment performance, Semiconductor Systems revenue is projected to be approximately $5.4 billion, up 10% year-over-year, while Applied Global Services (AGS) revenue is forecasted at $1.55 billion, slightly down 2% year-over-year. Display revenue is expected to remain stable at around $250 million. Despite challenges in China and trade restrictions, the company maintains a positive growth trajectory, supported by advancements in AI-driven technologies and strategic co-innovation initiatives.Record Earnings Per Share
Applied Materials delivered record earnings per share in Q2 2025, with a 14% year-over-year increase to $2.39.
Revenue Growth
Total net revenue reached approximately $7.1 billion, up 7% year-over-year, with growth across all business segments.
Strong Gross Margin
Non-GAAP gross margin was 49.2%, up 170 basis points year-over-year, marking the highest quarterly gross margin since fiscal year 2000.
Advanced DRAM Customer Growth
Revenues from advanced DRAM customers are expected to grow more than 40% in 2025 due to investments in DDR-5 and high-bandwidth memory.
Service Revenue Growth
Core parts and services revenues grew in the low double-digit range last year, and a similar growth rate is expected in 2025.
Increased Shareholder Capital Distributions
Approximately $2 billion was distributed in dividends and share repurchases during Q2, with a 15% increase to the dividend per share.
IT:1AMAT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IT:1AMAT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 15, 2025 | €155.89 | €146.73 | -5.87% |
Feb 13, 2025 | €173.55 | €163.24 | -5.94% |
Nov 14, 2024 | €174.43 | €160.13 | -8.19% |
May 16, 2024 | €197.58 | €194.79 | -1.41% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Applied Materials, Inc. (IT:1AMAT) report earnings?
Applied Materials, Inc. (IT:1AMAT) is schdueled to report earning on Aug 14, 2025, TBA Not Confirmed.
What is Applied Materials, Inc. (IT:1AMAT) earnings time?
Applied Materials, Inc. (IT:1AMAT) earnings time is at Aug 14, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Applied Materials, Inc. stock?
The P/E ratio of Applied Materials is N/A.
What is IT:1AMAT EPS forecast?
IT:1AMAT EPS forecast for the fiscal quarter 2025 (Q3) is 2.08.
