---
title: "AMAT QJan26- Revenue $7.01B, up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q)-"
description: "AMAT QJan26- Revenue $7.01B, up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q)- Semi Systems revenue up 8% q/q and down -4% y/y; QApr guided to all-time high for semi systems- Sem"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000470673.md"
published_at: "2026-02-13T12:27:28.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# AMAT QJan26- Revenue $7.01B, up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q)-

AMAT QJan26

\- Revenue $7.01B, up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q)

\- Semi Systems revenue up 8% q/q and down -4% y/y; QApr guided to all-time high for semi systems

\- Semi Equipment business expected to grow >20% in C26; 2H weighted; cleanroom constrained

\- China revenue -7% y/y; represented 30% of total sales

Source: Sravan Kundojjala

### Related Stocks

- [AMAT.US - Applied Materials](https://longbridge.com/en/quote/AMAT.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.