Applied Materials Costs Associatedwith Business Combination — Operating Income increased by 7.0% to $1.83B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 15.8%, from $2.18B to $1.83B. Over 4 years (FY 2021 to FY 2025), Costs Associatedwith Business Combination — Operating Income shows an upward trend with a 4.7% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase indicates higher levels of M&A activity or integration complexity, which may temporarily depress segment operating margins. A decrease suggests that integration efforts are concluding or that the company is currently less focused on inorganic expansion.
This metric represents the specific operating expenses incurred by a business segment directly related to the integratio...
Peers in the semiconductor equipment industry often report these as 'acquisition-related costs' or 'integration expenses' within their segment-level operating income reconciliations.
amat_segment_costs_associatedwith_business_combination_operating_income_loss| Q1 '21 | Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.58B | $2.01B | $2.01B | $1.98B | $1.89B | $1.92B | $1.99B | $1.97B | $1.91B | $1.80B | $1.97B | $1.97B | $1.91B | $1.94B | $2.05B | $2.18B | $2.17B | $2.23B | $1.71B | $1.83B |
| QoQ Change | — | +27.5% | +0.0% | -1.9% | -4.1% | +1.6% | +3.6% | -1.2% | -3.0% | -5.7% | +9.4% | -0.2% | -2.8% | +1.6% | +5.4% | +6.3% | -0.3% | +3.0% | -23.3% | +7.0% |
| YoY Change | — | — | — | — | +19.9% | -4.4% | -1.0% | -0.3% | +0.9% | -6.3% | -1.2% | -0.2% | +0.1% | +7.8% | +3.8% | +10.6% | +13.4% | +15.0% | -16.3% | -15.8% |