US Industry Earnings Intelligence

Semiconductor Equipment & Materials earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window13 Aug to 11 Nov 20267 matched companies

Group read

The earnings tape is mixed beneath the calendar load

57% of companies with measured latest results beat estimates, while 100% show positive year-on-year EPS growth. Technology carries the largest forward market-cap exposure.

Forward events7next 90 days
Market-cap exposure$1.0Tmatched companies
Latest beat breadth57%latest measured quarter
Positive EPS growth100%year on year

Forward exposure

Semiconductor Equipment & Materials reporting load by date

Count and matched market cap

Delivery

Latest result breadth

57%beat breadth

Timing

Session certainty

100%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

7 shown
ASMLASML Holding NV ADRSemiconductor Equipment & Materials
14 Oct62 days
Event risk19/100Contained
Market cap$615.8BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth13.0%year on year
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AMATApplied Materials IncSemiconductor Equipment & Materials
13 Aug0 days
Event risk32/100Moderate
Market cap$357.3BAfter the close
Beat rate100%up to 8 quarters
EPS growth25.9%year on year
Open earnings dossier
AMKRAmkor Technology IncSemiconductor Equipment & Materials
26 Oct74 days
Event risk38/100Moderate
Market cap$17.2BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth82.9%year on year
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AMBAAmbarella IncSemiconductor Equipment & Materials
27 Aug14 days
Event risk51/100Elevated
Market cap$4.1BTime unconfirmed
Beat rate86%up to 8 quarters
EPS growth-year on year
Open earnings dossier
AEHRAehr Test SystemsSemiconductor Equipment & Materials
5 Oct53 days
Event risk38/100Moderate
Market cap$3.3BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-year on year
Open earnings dossier
PLABPhotronics IncSemiconductor Equipment & Materials
26 Aug13 days
Event risk50/100Elevated
Market cap$1.9BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth32.6%year on year
Open earnings dossier
DQDaqo New Energy Corp ADRSemiconductor Equipment & Materials
25 Aug12 days
Event risk51/100Elevated
Market cap$1.2BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth-year on year
Open earnings dossier

Forward company tape

Semiconductor Equipment & Materials upcoming earnings reports

7 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context