Applied MaterialsAMATEarnings & Financial Report
Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor chips for electronics, flat panel displays for computers, smartphones, televisions, and solar products. The company also supplies equipment to produce coatings for flexible electronics, packaging and other applications. The company is headquartered in Santa Clara, California, and is the second largest supplier of semiconductor equipment in the world based on r...
Revenue
$6.8B
Gross Profit
$3.3B
Operating Profit
$1.7B
Net Profit
$1.9B
Gross Margin
48.0%
Operating Margin
25.2%
Net Margin
27.9%
YoY Growth
-3.5%
EPS
$2.36
Applied Materials Q4 FY2025 Financial Summary
Applied Materials reported revenue of $6.8B (down 3.5% YoY) for Q4 FY2025, with a net profit of $1.9B (up 9.6% YoY) (27.9% margin). Cost of goods sold was $3.5B, operating expenses totaled $1.6B.
Key Financial Metrics
| Total Revenue | $6.8B |
|---|---|
| Net Profit | $1.9B |
| Gross Margin | 48.0% |
| Operating Margin | 25.2% |
| Report Period | Q4 FY2025 |
Revenue Breakdown
Applied Materials Q4 FY2025 revenue of $6.8B breaks down across 3 segments, led by Semiconductor Systems Segment at $4.8B (70.0% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Semiconductor Systems Segment | $4.8B | 70.0% |
| Applied Global Services Segment | $1.6B | 23.9% |
| Other | $415.0M | 6.1% |
Applied Materials Revenue by Segment — Quarterly Trend
Applied Materials revenue by segment across the last 4 reported quarters, showing how each business line (such as Semiconductor Systems Segment and Applied Global Services Segment) has evolved quarter over quarter.
| Segment | Q3 FY2026 | Q2 FY2026 | Q4 FY2025 | Q3 FY2025 |
|---|---|---|---|---|
| Semiconductor Systems Segment | — | — | $4.8B | $5.4B |
| Applied Global Services Segment | — | — | $1.6B | $1.6B |
| Other | — | — | $415.0M | — |
Applied Materials Annual Revenue by Year
Applied Materials annual revenue history includes year-by-year totals (for example, 2025 revenue was $28.4B).
| Year | Annual Revenue |
|---|---|
| 2025 | $28.4B |
| 2024 | $27.2B |
| 2023 | $26.5B |
| 2022 | $25.8B |
Applied Materials Quarterly Revenue & Net Profit History
Applied Materials results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q3 FY2026 | $7.9B | +11.0% | $2.8B | 35.5% |
| Q2 FY2026 | $7.0B | -2.1% | $2.0B | 28.9% |
| Q4 FY2025 | $6.8B | -3.5% | $1.9B | 27.9% |
| Q3 FY2025 | $7.3B | +7.7% | $1.8B | 24.4% |
| Q2 FY2025 | $7.1B | +6.8% | $2.1B | 30.1% |
| Q1 FY2025 | $7.2B | +6.8% | $1.2B | 16.5% |
| Q4 FY2024 | $7.0B | +4.8% | $1.7B | 24.6% |
| Q3 FY2024 | $6.8B | +5.5% | $1.7B | 25.2% |
Income Statement
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q2 2026 | Q3 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $6.78B | $7.04B | $7.17B | $7.10B | $7.30B | $6.80B | $7.01B | $7.91B |
| YoY Growth | 5.5% | 4.8% | 6.8% | 6.8% | 7.7% | -3.5% | -2.1% | 11.0% |
Balance Sheet
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q2 2026 | Q3 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $33.65B | $34.41B | $33.34B | $33.63B | $34.21B | $36.30B | $37.64B | $40.29B |
| Liabilities | $14.81B | $15.41B | $14.71B | $14.67B | $14.71B | $15.88B | $15.93B | $16.38B |
| Equity | $18.84B | $19.00B | $18.63B | $18.96B | $19.50B | $20.41B | $21.72B | $23.91B |
Cash Flow
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|
| Operating CF | $2.38B | $2.58B | $925.0M | $1.57B | $2.63B | $2.83B |