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Applied Materials AMAT Outside North America — Net revenue

Other geography segments

Europe
$347M+37.7%
Southeast Asia
$185M+37.0%

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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$460.04B+189%
Enterprise value$465.81B+184%
P/E54.1×+30.6×
P/S15.9×+10.2×

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:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Applied Materials’s 10-K, filed December 12, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is Applied Materials's outside north america — net revenue?
Applied Materials (AMAT) reported outside north america — net revenue of $6.33B in Q3 2025.
How has Applied Materials's outside north america — net revenue changed year-over-year?
Applied Materials's outside north america — net revenue increased by 8.3% year-over-year, from $5.84B to $6.33B.
What is the long-term trend for Applied Materials's outside north america — net revenue?
Over 4 years (2021 to 2025), Applied Materials's outside north america — net revenue has grown at a 4.7% compound annual growth rate (CAGR), from $21.03B to $25.31B.
What does outside north america — net revenue mean?
This metric represents the total revenue generated by the company from customers located outside of the North American region. It serves as a key indicator of the company's global market penetration and its ability to capture demand within international semiconductor manufacturing hubs. Monitoring this figure helps investors assess geographic diversification and exposure to global semiconductor capital expenditure cycles.