어플라이드 머티어리얼즈, 회계연도 2026년 1분기 실적 발표

[2026년 2월 13일] 전 세계 첨단 반도체 및 디스플레이를 위한 재료 공학 솔루션 선도 기업 어플라이드 머티어리얼즈가 1월 25일 마감한 회계연도 2026년 1분기 실적을 발표했다.

어플라이드 머티어리얼즈 회계연도 2026년 1분기 글로벌 매출은 70억 1000만 달러를 기록했다. 미국회계기준(GAAP)으로 매출총이익률은 49%, 영업이익은 18억3000만 달러로 매출의 26.1%를 차지했으며, 주당순이익(EPS)은 2.54달러를 기록했다.

비일반회계기준(Non-GAAP)으로는 ▲매출총이익률 49.1% ▲영업이익률 30% ▲주당순이익 2.38달러를 기록했다.

어플라이드 머티어리얼즈는 영업활동으로부터 16억9000만 달러 현금을 확보하고, 3억 3700만 달러의 자사주 매입과 3억6500만 달러의 배당금을 포함해 총 7억200만 달러를 주주에게 환원했다. 

게리 디커슨(Gary Dickerson) 어플라이드 머티어리얼즈 회장 겸 CEO는 “AI 컴퓨팅 산업 전반에 투자가 가속화되면서 어플라이드는 1분기 견조한 실적을 달성했다”며 “더 높은 성능과 에너지 효율을 갖춘 반도체 수요가 첨단 로직, 고대역폭메모리(HBM), 첨단 패키징 분야의 고성장을 이끌고 있다. 어플라이드는 핵심 영역에서 선도적 공정 장비 기업으로서 올해 반도체 장비 사업이 20% 이상 성장할 것으로 기대한다”고 말했다.

브라이스 힐(Brice Hill) 어플라이드 머티어리얼즈 수석 부사장 겸 CFO는 “혁신적 제품과 서비스 수요 증가에 대응하고 안정적 고객 지원을 위해 생산 역량 확보에 집중하고 있다”며 “어플라이드는 지난 수년 간 시스템 제조 역량을 약 두 배 확대하고 공급망을 강화했으며, 재고 확대를 통해 시장 성장에 대응하고 있다”고 전했다.

*주)비일반회계기준(Non-GAAP)은 인수, 합병 등 비경상적인 내용을 제외해 지속경영 관리지표로 사용함

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