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Applied Materials AMAT Semiconductor Systems — Accounts receivable

Other segment segments

Applied Global Services
$1.27B+9.1%

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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$424.16B+197%
Enterprise value$429.94B+190%
P/E49.9×+28.9×
P/S14.6×+9.6×

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:AccountsReceivableNetCurrent.

The source filing: Applied Materials’s 10-Q, filed May 21, 2026.

Filed
May 21, 2026, 4:01 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-037227
Three Months Ended April 26, 2026Semiconductor Systems / (In millions, except percentages)Applied Global Services / (In millions, except percentages)Other / (In millions, except percentages)Total
Operating income (loss)$2,092$487$(56)$2,523
Operating margin35.1%29.2%31.9%
Depreciation and amortization$101$16$18$135
Capital expenditures$120$14$501$635
Balance as of April 26, 2026
Accounts receivable$4,820$1,265$287$6,372
Inventories$4,309$1,852$182$6,343
Goodwill$2,661$964$199$3,824

Item 1. Financial Statements (Unaudited)

FAQ

What is Applied Materials's semiconductor systems — accounts receivable?
Applied Materials (AMAT) reported semiconductor systems — accounts receivable of $4.82B in Q1 2026.
How has Applied Materials's semiconductor systems — accounts receivable changed year-over-year?
Applied Materials's semiconductor systems — accounts receivable decreased by 2.1% year-over-year, from $4.93B to $4.82B.
What does semiconductor systems — accounts receivable mean?
This represents the balance of payments owed to the Semiconductor Systems segment by customers for wafer fabrication equipment delivered on credit. It serves as a measure of the segment's short-term liquidity and the creditworthiness of its semiconductor manufacturer client base. Tracking this helps assess the efficiency of the segment's billing and collection processes.

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