Applied Materials Applied Global Services — Inventories increased by 1.4% to $1.85B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.7%, from $1.80B to $1.85B.
Excessive inventory may indicate overstocking or obsolete parts, while insufficient inventory could lead to service delays and lost revenue opportunities.
This reflects the value of spare parts, components, and materials held by the Applied Global Services segment to support...
Comparable to spare parts inventory levels held by other capital equipment manufacturers with significant aftermarket service businesses.
amat_segment_applied_global_services_inventories| Q4 '23 | Q4 '24 | Q1 '25 | Q2 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
|---|---|---|---|---|---|---|---|
| Value | $2.07B | $2.31B | $1.81B | $1.80B | $2.30B | $1.83B | $1.85B |
| QoQ Change | — | +11.2% | -21.5% | -0.3% | +27.5% | -20.6% | +1.4% |
| YoY Change | — | +11.2% | — | — | -0.2% | +0.9% | +2.7% |