应用材料第四财季营收104.1亿美元创纪录，同比增53%，第一财季指引111亿美元
半导体设备制造商应用材料公司（Applied Materials）2026年11月12日在加利福尼亚州 Santa Clara 公布截至10月25日的2026财年第四季度与全年业绩：第四财季营收104.1亿美元，同比增长53%，创公司单季纪录；按美国通用会计准则（GAAP）计算的每股收益为3.40美元，非 GAAP 每股收益4.16美元、创纪录。
第四财季 GAAP 毛利率为50.4%，营业利润36.6亿美元、创纪录，占营收的35.1%；非 GAAP 毛利率50.6%，营业利润36.8亿美元。公司当季经营现金流33.0亿美元、创纪录，通过回购股票20.0亿美元与派发股息4.21亿美元，向股东返还24.2亿美元。
分业务看，半导体系统当季营收79.96亿美元，上年同期为48.79亿美元，是增长的主要来源。总裁兼首席执行官 Gary Dickerson 表示，公司2026财年交出创纪录业绩，半导体系统业务在2026自然年有望增长40%以上，超级智能（SI）持续带动半导体需求增长。
全年来看，2026财年营收344.5亿美元，同比增长21%，创年度纪录；GAAP 每股收益12.62美元、非 GAAP 每股收益12.89美元，双双创纪录；全年经营现金流88.7亿美元、创纪录。
公司同日披露，位于硅谷的 EPIC 协作研发中心已经揭幕，并新增四项研发合作，EPIC 已公布的合作总数达到15项，其中英特尔将作为创始合作方加入，加州大学洛杉矶分校 Samueli 工学院等机构也在新增名单中。
展望2027财年第一季度，公司预计营收111亿美元、上下浮动5亿美元，非 GAAP 每股收益4.35美元、上下浮动0.20美元。（来源：应用材料公司）
Applied Materials Posts Record $10.41 Billion Fourth-Quarter Revenue, Up 53%, Guides First Quarter to $11.1 Billion
Applied Materials, Inc. (NASDAQ: AMAT) on November 12, 2026, in Santa Clara, California, reported results for its fourth quarter and fiscal year ended October 25, 2026: fourth-quarter revenue reached a record $10.41 billion, up 53 percent year over year, with GAAP earnings per share of $3.40 and record non-GAAP earnings per share of $4.16.
On a GAAP basis, fourth-quarter gross margin was 50.4 percent and operating income was a record $3.66 billion, or 35.1 percent of revenue; non-GAAP gross margin was 50.6 percent and non-GAAP operating income was $3.68 billion. The company generated a record $3.30 billion in cash from operations in the quarter and returned $2.42 billion to shareholders through $2.00 billion in share repurchases and $421 million in dividends.
By segment, Semiconductor Systems revenue was $7.996 billion in the quarter, up from $4.879 billion a year earlier, driving most of the growth. President and CEO Gary Dickerson said the company delivered record results in fiscal 2026 and is on track to grow its Semiconductor Systems business by more than 40 percent in calendar 2026, as super intelligence (SI) continues to fuel strong demand for semiconductors.
For the full fiscal year, revenue was a record $34.45 billion, up 21 percent; GAAP earnings per share were a record $12.62 and non-GAAP earnings per share a record $12.89; and cash from operations was a record $8.87 billion.
The company also said its EPIC Center in Silicon Valley has been unveiled and four new research partnerships were added, bringing the total number of announced EPIC engagements to 15, with Intel joining as a founding partner and the UCLA Samueli School of Engineering among the new research partners.
For the first quarter of fiscal 2027, Applied expects total revenue of $11.1 billion, plus or minus $500 million, and non-GAAP diluted earnings per share of $4.35, plus or minus $0.20. (Source: Applied Materials, Inc)
来源：应用材料公司
发布：GSM·美国（发布链接）
图片来源：图：应用材料公司位于加州 Santa Clara 的 Maydan 技术中心（Olaf Meister 摄，CC BY-SA 4.0，经 Wikimedia Commons）。 / Photo: Applied Materials' Maydan Technology Center in Santa Clara, California (Olaf Meister, CC BY-SA 4.0, via Wikimedia Commons).
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