2026 Q2 earnings season: Maotai's revenue slightly increased by 1.47% in the first half of the year, and its net profit fell by 1.95%
The two core companies of AI storage chain handed over their explosive financial reports on the same day-the revenue of semiconductor equipment giant Applied Materials in the third fiscal quarter was USD 9.115 billion, and the adjusted EPS was USD 3.50, all of which set a record. The gross profit margin improved year-on-year for 13 consecutive quarters, and gave a strong guidance of revenue of USD 10.25 billion in the fourth fiscal quarter, exceeding expectations by 7%; At the same time, the CFO of storage leader SanDisk announced that it had secured long-term contracts totaling US$93.9 billion from eight customers, and gave the ultra-high target of non-GAAP gross profit margin of 80% and operating profit margin of 75% for the first time in fiscal year 2028 – 2030, and the stock price soared 8% during the session.
