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Applied Materials AMAT Semiconductor Systems — Restructuring Charges

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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:RestructuringCharges.

The source filing: Applied Materials’s 10-K, filed December 12, 2025.

Filed
Dec 12, 2025
Fiscal year
FY2025
Accession
0001628280-25-056742
Line itemSemiconductor SystemsApplied Global ServicesCorporate and OtherTotal
Operating expenses:
Research, development and engineering3,0421264023,570
Selling, general and administrative8472167051,768
Restructuring charges181181
Operating income (loss)$7,379$1,792$(882)$8,289
Operating margin35.5%28.1%29.2%
Depreciation and amortization$192$26$217$435
Capital expenditures$507$57$1,696$2,260

Item 16: Form 10-K Summary

FAQ

What is Applied Materials's semiconductor systems — restructuring charges?
Applied Materials (AMAT) reported semiconductor systems — restructuring charges of $0 in Q3 2025.
What does semiconductor systems — restructuring charges mean?
This metric represents the costs associated with the reorganization, consolidation, or downsizing of operations within the semiconductor manufacturing equipment business unit. These charges typically include severance payments, facility closure costs, and asset write-downs intended to improve long-term operational efficiency. Investors monitor these figures to assess the impact of strategic pivots or cost-rationalization programs on the segment's underlying profitability.

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