Applied Materials Operating Segments — 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), Operating Segments — Operating Income shows an upward trend with a 4.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Higher operating income indicates strong segment performance, effective cost management, and competitive pricing power within that specific market niche.
This measures the profit or loss generated by a specific business segment after deducting operating expenses from net sa...
A primary metric for benchmarking segment-level performance against direct competitors in the semiconductor equipment space.
amat_segment_operating_segments_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% |