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Side-by-side financial comparison of Applied Materials (AMAT) and Johnson Controls (JCI). Click either name above to swap in a different company.
Applied Materials is the larger business by last-quarter revenue ($7.9B vs $6.1B, roughly 1.3× Johnson Controls). Applied Materials runs the higher net margin — 35.5% vs 10.0%, a 25.4% gap on every dollar of revenue. On growth, Applied Materials posted the faster year-over-year revenue change (11.0% vs 8.2%). Over the past eight quarters, Applied Materials's revenue compounded faster (8.0% CAGR vs -7.8%).
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...
Johnson Controls International plc is an Irish multinational conglomerate headquartered in Cork, Ireland, that produces fire, HVAC, and security equipment for buildings. As of mid-2019, it employed 105,000 people in around 2,000 locations across six continents. In 2017 it was listed as 389th in the Fortune Global 500. It became ineligible for the Fortune 500 in subsequent years since it relocated its headquarters outside the U.S.
AMAT vs JCI — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $7.9B | $6.1B |
| Net Profit | $2.8B | $616.0M |
| Gross Margin | 49.9% | 36.8% |
| Operating Margin | 26.4% | — |
| Net Margin | 35.5% | 10.0% |
| Revenue YoY | 11.0% | 8.2% |
| Net Profit YoY | 31.0% | 17.1% |
| EPS (diluted) | $3.51 | — |
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 | $6.1B | ||
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.8B | $5.8B | ||
| Q3 25 | $7.3B | $6.4B | ||
| Q2 25 | $7.1B | $6.1B | ||
| Q1 25 | $7.2B | $5.7B | ||
| Q4 24 | $7.0B | $5.4B | ||
| Q3 24 | $6.8B | $2.9B |
| Q2 26 | $2.8B | $616.0M | ||
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $524.0M | ||
| Q3 25 | $1.8B | $1.7B | ||
| Q2 25 | $2.1B | $701.0M | ||
| Q1 25 | $1.2B | $478.0M | ||
| Q4 24 | $1.7B | $419.0M | ||
| Q3 24 | $1.7B | $633.0M |
| Q2 26 | 49.9% | 36.8% | ||
| Q1 26 | 49.0% | — | ||
| Q4 25 | 48.0% | 35.8% | ||
| Q3 25 | 48.8% | 36.5% | ||
| Q2 25 | 49.1% | 37.1% | ||
| Q1 25 | 48.8% | 36.5% | ||
| Q4 24 | 47.3% | 35.5% | ||
| Q3 24 | 47.3% | 48.4% |
| Q2 26 | 26.4% | — | ||
| Q1 26 | 20.4% | — | ||
| Q4 25 | 25.2% | — | ||
| Q3 25 | 30.6% | 5.5% | ||
| Q2 25 | 30.5% | 11.6% | ||
| Q1 25 | 30.4% | 8.8% | ||
| Q4 24 | 29.0% | 7.5% | ||
| Q3 24 | 28.7% | 6.9% |
| Q2 26 | 35.5% | 10.0% | ||
| Q1 26 | 28.9% | — | ||
| Q4 25 | 27.9% | 9.0% | ||
| Q3 25 | 24.4% | 26.3% | ||
| Q2 25 | 30.1% | 11.6% | ||
| Q1 25 | 16.5% | 8.4% | ||
| Q4 24 | 24.6% | 7.7% | ||
| Q3 24 | 25.2% | 21.6% |
| Q2 26 | $3.51 | — | ||
| Q1 26 | $2.54 | — | ||
| Q4 25 | $2.36 | $0.85 | ||
| Q3 25 | $2.22 | $2.61 | ||
| Q2 25 | $2.63 | $1.07 | ||
| Q1 25 | $1.45 | $0.72 | ||
| Q4 24 | $2.09 | $0.63 | ||
| Q3 24 | $2.05 | $0.93 |
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 | $698.0M |
| Total DebtLower is stronger | $6.5B | $9.5B |
| Stockholders' EquityBook value | $23.9B | $13.5B |
| Total Assets | $40.3B | $38.4B |
| Debt / EquityLower = less leverage | 0.27× | 0.70× |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $8.2B | $698.0M | ||
| Q1 26 | $8.5B | — | ||
| Q4 25 | $8.6B | $552.0M | ||
| Q3 25 | $7.0B | $379.0M | ||
| Q2 25 | $6.7B | $731.0M | ||
| Q1 25 | $8.2B | $795.0M | ||
| Q4 24 | $9.5B | $1.2B | ||
| Q3 24 | $9.1B | $606.0M |
| Q2 26 | $6.5B | $9.5B | ||
| Q1 26 | $6.6B | — | ||
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.6B | ||
| Q2 25 | — | $8.4B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | — | $8.6B | ||
| Q3 24 | — | $8.0B |
| Q2 26 | $23.9B | $13.5B | ||
| Q1 26 | $21.7B | — | ||
| Q4 25 | $20.4B | $13.2B | ||
| Q3 25 | $19.5B | $12.9B | ||
| Q2 25 | $19.0B | $15.8B | ||
| Q1 25 | $18.6B | $15.8B | ||
| Q4 24 | $19.0B | $15.9B | ||
| Q3 24 | $18.8B | $16.1B |
| Q2 26 | $40.3B | $38.4B | ||
| Q1 26 | $37.6B | — | ||
| Q4 25 | $36.3B | $38.0B | ||
| Q3 25 | $34.2B | $37.9B | ||
| Q2 25 | $33.6B | $43.4B | ||
| Q1 25 | $33.3B | $42.4B | ||
| Q4 24 | $34.4B | $42.1B | ||
| Q3 24 | $33.6B | $42.7B |
| Q2 26 | 0.27× | 0.70× | ||
| Q1 26 | 0.30× | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.66× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 0.52× | ||
| Q4 24 | — | 0.54× | ||
| Q3 24 | — | 0.50× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
