智通财经网·2025-08-15 14:04Core Viewpoint - Applied Materials (AMAT.US) experienced a significant decline of over 12%, marking its largest drop since March 2020, primarily due to disappointing sales and earnings forecasts, raising concerns about demand suppression from US-China trade tensions [1] Financial Performance - For the third fiscal quarter ending July 27, Applied Materials reported a revenue increase of 8% year-over-year to $7.3 billion, surpassing analyst expectations of $7.21 billion [1] - The adjusted net profit for the quarter was $1.989 billion, reflecting a 13% year-over-year growth, with adjusted earnings per share (EPS) of $2.48, also exceeding the average analyst estimate of $2.36 [1] Future Outlook - The company forecasts fourth fiscal quarter revenue to be approximately $6.7 billion, falling short of the analyst average expectation of $7.32 billion [1] - Expected adjusted EPS for the fourth quarter is around $2.11, which is below the analyst average estimate of $2.38 [1] Market Challenges - The CEO of Applied Materials, Gary Dickerson, indicated a decline in demand from Chinese customers and delays in technology export approvals to China [1] - Major clients are postponing procurement plans amid ongoing negotiations related to tariffs and other economic issues, contributing to a degree of uncertainty [1]