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Applied Materials AMAT Applied Global Services — CapEx

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Other financials

Income statement

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Revenue$7.9B+11.4%
Gross profit$3.9B+13.3%
Operating income$2.5B+16.3%
Net income$2.8B+31.3%
EPS (diluted)$3.51+33.5%

Balance sheet

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Cash & equivalents$1.5B+4.0%
Total debt$7.3B+9.0%
Total equity$23.9B+26.1%
Total assets$40.3B+19.8%

Cash flow

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Operating cash flow$845.0M-46.2%
CapEx$635.0M+24.5%
Free cash flow$210.0M-80.2%

Valuation

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Market cap$425.76B+179%
Enterprise value$431.53B+173%
P/E50×+27.4×
P/S14.7×+9.2×

Profitability

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Gross margin49%+0.8pp
Operating margin28.6%-1.1pp
Net margin29.3%+5.3pp
FCF margin18.4%-2.5pp

Returns & leverage

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Return on equity39.7%+3.3pp
Debt / equity0.3×0.0×
Current ratio2.5×0.0×

Where this comes from

Reported directly by Applied Materials in its filing.

Tagged under the XBRL concept us-gaap:SegmentExpenditureAdditionToLongLivedAssets.

The official record: Applied Materials’s 10-Q, filed May 21, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Applied Materials's applied global services — capex?
Applied Materials (AMAT) reported applied global services — capex of $14M in Q1 2026.
How has Applied Materials's applied global services — capex changed year-over-year?
Applied Materials's applied global services — capex decreased by 26.3% year-over-year, from $19M to $14M.
What is the long-term trend for Applied Materials's applied global services — capex?
Over 3 years (2021 to 2024), Applied Materials's applied global services — capex has grown at a 6.5% compound annual growth rate (CAGR), from $29M to $35M.
What does applied global services — capex mean?
This metric tracks the cash outflows used by the Applied Global Services segment to acquire, upgrade, or maintain physical assets such as service centers, diagnostic tools, and logistics infrastructure. It reflects the segment's commitment to expanding its service footprint and operational capacity. High levels of expenditure indicate a strategic focus on scaling service capabilities to support a growing installed base of equipment.