Applied Materials (AMAT Quick QuoteAMAT - Free Report) reported $10.41 billion in revenue for the quarter ended October 2026, representing a year-over-year increase of 53.1%. EPS of $4.16 for the same period compares to $2.17 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $10.3 billion, representing a surprise of +1.11%. The company delivered an EPS surprise of +2.46%, with the consensus EPS estimate being $4.06.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Applied Materials performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Other: $517 million versus the three-analyst average estimate of $508.17 million.
• Revenue- Semiconductor Systems: $8 billion versus the three-analyst average estimate of $7.91 billion. The reported number represents a year-over-year change of +68%.
• Revenue- Applied Global Services: $1.9 billion versus the three-analyst average estimate of $1.85 billion. The reported number represents a year-over-year change of +16.7%.

View all Key Company Metrics for Applied Materials here>>>

Shares of Applied Materials have returned -11.5% over the past month versus the Zacks S&P 500 composite's -2.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.