| 1 | Energy | XLE | +50.0% |
| 2 | Technology | XLK | +31.5% |
| 3 | Healthcare | XLV | +16.6% |
| 4 | Consumer Staples | XLP | +12.0% |
| 5 | Materials | XLB | +11.5% |
| 6 | Industrials | XLI | +6.0% |
| 7 | Real Estate | XLRE | +3.9% |
| 8 | Financials | XLF | +2.0% |
| 9 | Utilities | XLU | -0.9% |
| 10 | Consumer Disc. | XLY | -2.9% |
| 11 | Communication | XLC | -12.0% |
Applied Materials is the largest semiconductor wafer fabrication equipment manufacturer in the world. It has a broad portfolio spanning nearly every corner of the WFE ecosystem. …
| Qtr | Date | EPS Est | Act | Δ | YoY | Rev Est | Act | Δ | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Q4 '26 | 11/12/26 | $4.06 | — | — | — | $10.3B | — | — | — |
| Q3 '26 | 8/13/26 | $3.39 | $3.50 | +3.2% | +41% | $9.0B | $9.1B | +1.2% | +25% |
| Q2 '26 | 5/14/26 | $2.68 | $2.86 | +6.7% | +20% | $7.7B | $7.9B | +2.9% | +11% |
| Q1 '26 | 2/12/26 | $2.20 | $2.38 | +8.2% | 0% | $6.9B | $7.0B | +1.9% | -2% |
| Q4 '25 | 11/13/25 | $2.10 | $2.17 | +3.3% | -6% | $6.7B | $6.8B | +1.8% | -3% |
| Q3 '25 | 8/14/25 | $2.35 | $2.48 | +5.5% | +17% | $7.2B | $7.3B | +1.3% | +8% |
| Q2 '25 | 5/15/25 | $2.31 | $2.39 | +3.5% | +14% | $7.1B | $7.1B | -0.3% | +7% |