Applied Materials Earnings Beat Expectations But China Trade War Drags

Chip equipment supplier Applied Materials reported better than expected third quarter earnings after the market close Thursday. $AMAT showed a 44% dip in earnings as weak performance from all three segments hurt net sales.

Chip equipment supplier Applied Materials reported better than expected third quarter earnings after the market close Thursday. $AMAT showed a 44% dip in earnings as weak performance from all three segments hurt net sales.

AMAT Chip Making

Applied Materials, Inc. NASDAQ: AMAT Reported Earnings After Close Thursday

$0.74 Beat $0.70 EPS AND $3.56B Beat $3.52 Billion Revenue Forecast 

Earnings

Applied Materials announced its third-quarter earnings of adjusted earnings per share of 74 cents on revenue of $3.56 billion. Analysts expected earnings per share of 70 cents on revenue of $3.52 billion, according to Refinitiv. Net income plunged by 44% to $571 million or $0.61 per share.

Gary Dickerson, president and CEO, said going forward the company is “fully funding our R&D programs to develop new products and capabilities”.

Applied Materials, Inc. NASDAQ: AMAT

Market Reaction – After hours $46.99 −0.17 (-0.36%)

Highlights

  • During the third quarter, sales declined in the all the three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets.
  • From a geography perspective, the double-digit sales growth in the US and Taiwan were hampered by weak sales from other regions.
  • The company has been struggling in the challenging market environment.
  • Applied Materials gets majority of the revenue contribution from Asia Pacific region, with China being a significant benefactor. The trade war between the US and China turned out to be a major headwind in the contribution from China.

Applied Materials Q3 2019 Earnings

Outlook

  • Looking ahead into the fourth quarter, the company expects net sales to be about $3.685 billion, plus or minus $150 million.
  • Adjusted earnings are anticipated to be in the range of $0.72 to $0.80 per share.

 Source: AMAT; AlphaStreet

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