APPLIED MATERIALS INC /DE
AMATNasdaqGSSemiconductor Equipment & Materials • Technology
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Summary
Source-linked company research for AMAT
Factor Scorecard
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Latest results at a glance
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Quarterly Revenue and Profit Growth
Revenue for the quarter ended 2026-07-26 was $9.12bn, up 24.83% from $7.30bn for the quarter ended 2025-07-27. Net income for the quarter ended 2026-07-26 was $2.54bn, up 42.66% from $1.78bn for the quarter ended 2025-07-27.
EPS Exceeds Consensus Estimates
Reported EPS of $3.50 per share exceeded same-quarter consensus EPS of $3.39 per share for 2026-06-30. Reported EPS exceeded the same-quarter consensus estimate in each of the 4 most recent comparable quarters.
Gross Margin Expansion
Gross margin for the quarter ended 2026-07-26 was 50.31%, wider than the 48.78% recorded for the quarter ended 2025-07-27.
Capital Return Coverage
Filed free cash flow of $5.698B was 1.16x common-stock repurchases of $4.895B in 2025-10-26.
Segment Revenue Performance
Semiconductor Systems revenue of $20.80bn was 73.3% of consolidated revenue for the period ended 2025-10-26, up 4.5% from $19.91bn in 2024-10-27. CN revenue of $8.53bn was 30.1% of consolidated revenue for the period ended 2025-10-26, down 15.7% from $10.12bn in 2024-10-27.
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Overview
Quarterly income statement data isn't available for this company.
No Data
No annual financial data available.
Financial Fundamentals
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Growth
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Earnings
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Profitability
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Cash Flow
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Valuation
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EV / EBITDA
EV/EBITDA is the primary lens because it compares operating earnings across different financing structures.
Financial Health
Latest-quarter liquidity and leverage checks plus TTM interest coverage.
Shareholder Signals
Capital returns and dilution checks sourced from statements and insider filings.
Peer Comparison
| Ticker | Price | Mkt Cap | EV/EBITDA | Fwd P/E | Rev Growth | Gross Margin | FCF Yield |
|---|---|---|---|---|---|---|---|
AMATAPPLIED MATERIALS INC /DE | $461.67 | $366.4B | 37.8x | 36.1x | +7.8% | 49.4% | 1.5% |
Company Profile
About the Company
Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.
Next Earnings Date
Nov 12, 2026
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