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Side-by-side financial comparison of Applied Materials (AMAT) and BNY Mellon (BK). Click either name above to swap in a different company.
Applied Materials is the larger business by last-quarter revenue ($7.9B vs $5.4B, roughly 1.5× BNY Mellon). Applied Materials runs the higher net margin — 35.5% vs 30.1%, a 5.3% gap on every dollar of revenue. On growth, BNY Mellon posted the faster year-over-year revenue change (12.9% vs 11.0%). Over the past eight quarters, BNY Mellon's revenue compounded faster (129.2% CAGR vs 8.0%).
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...
The Bank of New York Mellon Corporation, commonly known as BNY or by its prior brand name BNY Mellon, is an American international financial services company headquartered in New York City. It was established in its current form in July 2007 by the merger of the Bank of New York and Mellon Financial Corporation.
AMAT vs BK — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $7.9B | $5.4B |
| Net Profit | $2.8B | $1.6B |
| Gross Margin | 49.9% | — |
| Operating Margin | 26.4% | — |
| Net Margin | 35.5% | 30.1% |
| Revenue YoY | 11.0% | 12.9% |
| Net Profit YoY | 31.0% | 33.4% |
| EPS (diluted) | $3.51 | $2.24 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q2 26 | $7.9B | — | ||
| Q1 26 | $7.0B | $5.4B | ||
| Q4 25 | $6.8B | $1.3B | ||
| Q3 25 | $7.3B | $1.2B | ||
| Q2 25 | $7.1B | $1.2B | ||
| Q1 25 | $7.2B | $1.2B | ||
| Q4 24 | $7.0B | $1.2B | ||
| Q3 24 | $6.8B | $1.0B |
| Q2 26 | $2.8B | — | ||
| Q1 26 | $2.0B | $1.6B | ||
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.7B | $1.2B |
| Q2 26 | 49.9% | — | ||
| Q1 26 | 49.0% | — | ||
| Q4 25 | 48.0% | — | ||
| Q3 25 | 48.8% | — | ||
| Q2 25 | 49.1% | — | ||
| Q1 25 | 48.8% | — | ||
| Q4 24 | 47.3% | — | ||
| Q3 24 | 47.3% | — |
| Q2 26 | 26.4% | — | ||
| Q1 26 | 20.4% | — | ||
| Q4 25 | 25.2% | — | ||
| Q3 25 | 30.6% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 29.0% | — | ||
| Q3 24 | 28.7% | — |
| Q2 26 | 35.5% | — | ||
| Q1 26 | 28.9% | 30.1% | ||
| Q4 25 | 27.9% | 108.5% | ||
| Q3 25 | 24.4% | 116.9% | ||
| Q2 25 | 30.1% | 118.3% | ||
| Q1 25 | 16.5% | 105.3% | ||
| Q4 24 | 24.6% | 96.7% | ||
| Q3 24 | 25.2% | 112.8% |
| Q2 26 | $3.51 | — | ||
| Q1 26 | $2.54 | $2.24 | ||
| Q4 25 | $2.36 | $2.01 | ||
| Q3 25 | $2.22 | $1.88 | ||
| Q2 25 | $2.63 | $1.93 | ||
| Q1 25 | $1.45 | $1.58 | ||
| Q4 24 | $2.09 | $1.53 | ||
| Q3 24 | $2.05 | $1.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $8.2B | — |
| Total DebtLower is stronger | $6.5B | $32.6B |
| Stockholders' EquityBook value | $23.9B | $172.0B |
| Total Assets | $40.3B | $561.5B |
| Debt / EquityLower = less leverage | 0.27× | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $8.2B | — | ||
| Q1 26 | $8.5B | — | ||
| Q4 25 | $8.6B | $5.1B | ||
| Q3 25 | $7.0B | $5.1B | ||
| Q2 25 | $6.7B | $5.7B | ||
| Q1 25 | $8.2B | $5.4B | ||
| Q4 24 | $9.5B | $4.2B | ||
| Q3 24 | $9.1B | $6.2B |
| Q2 26 | $6.5B | — | ||
| Q1 26 | $6.6B | $32.6B | ||
| Q4 25 | — | $31.9B | ||
| Q3 25 | — | $32.3B | ||
| Q2 25 | — | $33.4B | ||
| Q1 25 | — | $30.9B | ||
| Q4 24 | — | $30.9B | ||
| Q3 24 | — | $33.2B |
| Q2 26 | $23.9B | — | ||
| Q1 26 | $21.7B | $172.0B | ||
| Q4 25 | $20.4B | $44.3B | ||
| Q3 25 | $19.5B | $43.9B | ||
| Q2 25 | $19.0B | $44.0B | ||
| Q1 25 | $18.6B | $43.1B | ||
| Q4 24 | $19.0B | $41.3B | ||
| Q3 24 | $18.8B | $42.0B |
| Q2 26 | $40.3B | — | ||
| Q1 26 | $37.6B | $561.5B | ||
| Q4 25 | $36.3B | $472.3B | ||
| Q3 25 | $34.2B | $455.3B | ||
| Q2 25 | $33.6B | $485.8B | ||
| Q1 25 | $33.3B | $440.7B | ||
| Q4 24 | $34.4B | $416.1B | ||
| Q3 24 | $33.6B | $427.5B |
| Q2 26 | 0.27× | — | ||
| Q1 26 | 0.30× | 0.19× | ||
| Q4 25 | — | 0.72× | ||
| Q3 25 | — | 0.74× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | — | 0.72× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | 0.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMAT
Segment breakdown not available.
BK
| Investment services fees | $2.7B | 49% |
| Other | $1.4B | 25% |
| Investment management and performance fees | $785.0M | 15% |
| Investment and other revenue | $271.0M | 5% |
| Foreign exchange revenue | $232.0M | 4% |
| Financing-related fees | $62.0M | 1% |
| Distribution and servicing fees | $37.0M | 1% |
