Your Best Stock
$469.38
−$5.00 (-1.05%)
Market open · Sep 24, 2:00 pm ET
After hours $474.00 -0.08%
Open$465.99
Prev close$474.38
Day range$460.57 – $474.09
Volume2.28M
Market cap$372.50B
P/E (TTM)40.5
Dividend yield0.41%

Earnings

Average move on report day±3.8%last 16 reports
Closed higher6 of 1638% of the time
Best reaction+8.1%
Worst reaction-9.2%

Stock move on the day after each report

+3.7%2023/Q3-4.0%2023/Q4+6.3%2024/Q1-0.9%2024/Q2-1.9%2024/Q3-9.2%2024/Q4-8.2%2025/Q1-5.3%2025/Q2+1.2%2025/Q4+8.1%2026/Q1-0.9%2026/Q2-5.1%2026/Q3
QuarterReport dateTimingImplied moveActual moveVersus implied
2026/Q313 Aug 2026After Market±52.2%-5.12%Within range
2026/Q214 May 2026After Market±47.7%-0.89%Within range
2026/Q112 Feb 2026After Market±30.6%+8.08%Within range
2025/Q413 Nov 2025After Market±16.2%+1.25%Within range
2025/Q215 May 2025After Market±12.5%-5.25%Within range
2025/Q113 Feb 2025After Market±11.8%-8.18%Within range
2024/Q414 Nov 2024–±13.5%-9.20%Within range
2024/Q315 Aug 2024–±15.2%-1.86%Within range
2024/Q216 May 2024After Market±13.7%-0.91%Within range
2024/Q115 Feb 2024After Market±13.3%+6.35%Within range
2023/Q416 Nov 2023After Market±9.3%-4.02%Within range
2023/Q317 Aug 2023After Market±8.7%+3.68%Within range
2023/Q218 May 2023After Market±6.7%-2.29%Within range
2023/Q116 Feb 2023After Market±6.7%+0.04%Within range
2022/Q417 Nov 2022After Market±6.8%+0.24%Within range
2022/Q318 Aug 2022After Market±6.6%-3.36%Within range

"Implied move" is the size of move the options market was pricing ahead of the report. Move is the stock’s change on the first session after the release.

Where the revenue comes from

Quarter 2026/Q3

By business line

  • Semiconductor Systems$7.04B 77.2%
  • Applied Global Services$1.78B 19.5%
  • Other$294.00M 3.2%

Latest reported quarter: Q3, ended Jul 2026

Revenue$9.12B+24.8% YoY
Operating profit$3.08B+37.7% YoY
Net profit$2.54B+42.7% YoY
Diluted EPS$3.17+42.8% YoY
Free cash flow$2.33B+13.7% YoY
Operating cash flow$3.04B

Revenue, last 8 quarters

$7.0BOct '24$7.2BJan '25$7.1BApr '25$7.3BJul '25$6.8BOct '25$7.0BJan '26$7.9BApr '26$9.1BJul '26

Net profit, last 8 quarters

$1.7BOct '24$1.2BJan '25$2.1BApr '25$1.8BJul '25$1.9BOct '25$2.0BJan '26$2.8BApr '26$2.5BJul '26

Profitability & balance sheet

Gross margin49.4%
Operating margin31.1%
Net margin30.1%
Return on equity41.1%
Return on assets23.8%
Return on invested capital26.7%
Current ratio2.42
Liabilities / assets41.1%
Cash & investments$9.23B
Total debt$7.23B
Net cash (debt)$2.01B
Free cash flow / sales18.2%
Scroll to Top