Revenues and profitability for the March 2026 quarter reached the upper end of guidance, with EPS exceeding the high end of the range.
Achieved record revenue and EPS, including the first $2.1 billion quarter for the Customer Support Business Group.
Strong momentum and performance attributed to accelerating AI-driven semiconductor demand and strategic investments in R&D and operational execution.
Positioned for sustained outperformance and growth, supported by technology inflections and multi-product solutions.
Short-term volatility from trade restrictions and tariffs, but long-term outlook remains positive due to secular semiconductor demand.
March 2026 quarter revenue was $5.84 billion, up 9% sequentially and 24% year-over-year.
Gross margin reached 49.9% (non-GAAP), at the high end of guidance, and 49.8% (GAAP), both up sequentially.
Operating margin was 35% (GAAP and non-GAAP), also at the high end of guidance.
Diluted EPS was a record $1.47 (non-GAAP) and $1.45 (GAAP), both up over 15% sequentially.
Net income for Q3 FY26 was $1.83 billion (GAAP), up from $1.59 billion in the prior quarter.
June 2026 quarter revenue guidance is $6.60 billion ±$400 million.
Gross margin expected at 50.5% ±1 percentage point; operating margin at 36.5% ±1 percentage point.
EPS guidance for June quarter is $1.65 ±$0.15.
H2 2026 revenues expected to exceed H1, with continued strong demand and outperformance setup.
Wafer fabrication equipment (WFE) for 2026 now expected at $140 billion, with upside bias and further growth anticipated in 2027.
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