--- title: "在计算基础设施增长的背景下，应用材料超出了第二季度的预期" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286468365.md" description: "应用材料公司报告了强劲的 2023 财年第二季度业绩，调整后的每股收益为 2.86 美元，超过了 2.68 美元的预期。收入增长 11%，达到 79.1 亿美元，超出预期的 76.8 亿美元。该公司预计将继续增长，预计下个季度的调整后每股收益为 3.36 美元，收入为 89.5 亿美元。首席执行官 Gary Dickerson 强调，人工智能计算基础设施的需求是持续收入增长的关键驱动力。应用材料公司的股票在盘后交易中上涨了 3.8%，年初至今上涨了 71%" datetime: "2026-05-14T20:40:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286468365.md) - [en](https://longbridge.com/en/news/286468365.md) - [zh-HK](https://longbridge.com/zh-HK/news/286468365.md) --- # 在计算基础设施增长的背景下，应用材料超出了第二季度的预期 04:40 PM EDT, 05/14/2026 (MT Newswires) -- Applied Materials' ( AMAT ) fiscal second-quarter results exceeded Wall Street's estimates as the semiconductor equipment maker capitalized on mounting demand for computing infrastructure. Adjusted earnings per share increased to $2.86 during the quarter ended April 26 from $2.39 a year ago, topping the FactSet-polled consensus of $2.68. Revenue grew 11% to $7.91 billion, ahead of the Street's $7.68 billion view. "The rapid global build-out of (artificial intelligence) computing infrastructure combined with Applied's strong leadership positions in leading-edge logic, (dynamic random access memory) and advanced packaging provide an exceptionally strong foundation for sustained, multi-year revenue and profit growth," Chief Executive Gary Dickerson said in a statement late Thursday. Sales in the semiconductor systems segment rose to $5.97 billion from $5.40 billion, while applied global services advanced to $1.67 billion from $1.42 billion. RBC Capital Markets expected Applied Materials ( AMAT ) to beat second-quarter estimates and provide an above-consensus third-quarter outlook amid robust DRAM and high-bandwidth memory spending trends. Applied Materials ( AMAT ) expects adjusted EPS of $3.36 a share, plus or minus $0.20, for the ongoing quarter. Revenue is pegged at $8.95 billion, plus or minus $500 million. The consensus on FactSet is for non-GAAP EPS of $2.89 and sales of $8.14 billion. "We now expect our semiconductor equipment business to grow more than 30% in calendar 2026," Dickerson said. Applied Materials ( AMAT ) shares were up 3.8% in after-hours trading. The stock is up 71% so far this year as of Thursday close. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### 相关股票 - [AMAT.US](https://longbridge.com/zh-CN/quote/AMAT.US.md) - [BOTZ.US](https://longbridge.com/zh-CN/quote/BOTZ.US.md) - [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md) - [IBOT.US](https://longbridge.com/zh-CN/quote/IBOT.US.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [ARKQ.US](https://longbridge.com/zh-CN/quote/ARKQ.US.md) - [ROBO.US](https://longbridge.com/zh-CN/quote/ROBO.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [FDS.US](https://longbridge.com/zh-CN/quote/FDS.US.md) - [RY.US](https://longbridge.com/zh-CN/quote/RY.US.md) ## 相关资讯与研究 - [应用材料业绩超预期却股价走低 市场陷入 “卖事实” 模式](https://longbridge.com/zh-CN/news/286562708.md) - [应用材料第二季业绩好过预期 料本季收入中位数 89.5 亿美元](https://longbridge.com/zh-CN/news/286483317.md) - [应用材料营收展望超出分析师预期 人工智能需求带来提振](https://longbridge.com/zh-CN/news/286473046.md) - [AI 浪潮势不可挡！应用材料财报与展望远超预期 宣告半导体设备 “超级周期” 深入演进](https://longbridge.com/zh-CN/news/286482080.md) - [Chinese AI lawnmowers gain ground in Europe](https://longbridge.com/zh-CN/news/287137060.md)