Operating Income
Applied Materials 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 Income shows an upward trend with a 4.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Growth in operating income suggests that the core business is becoming more profitable and efficient.
Detailed definition
The profit realized from a business's own operations after deducting operating expenses like wages, depreciation, and co...
Peer comparison
This is a key metric for comparing the fundamental business performance of companies with different tax or debt structures.
operating_incomeHistorical Data
| 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% |
Business Segments — Semiconductor Systems
| Segment | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 |
|---|---|---|---|---|---|---|---|---|
| Semiconductor Systems | $1.92B | $1.76B | $1.62B | $1.79B | $1.74B | $1.70B | $1.71B | $1.82B |
| Applied Global Services | $383.00M | $414.00M | $429.00M | $431.00M | $417.00M | $436.00M | $467.00M | $492.00M |
| Displayand Adjacent Markets | $8.00M | $21.00M | $37.00M | $67.00M | $25.00M | $5.00M | $16.00M | — |
| Total | $1.97B | $1.91B | $1.80B | $1.97B | $1.97B | $1.91B | $1.94B | $2.05B |
Displayand Adjacent Markets was previously reported and has since been discontinued or reclassified. Only currently active segments are shown in the chart.
Business Segments — Display
| Segment | Q1 '25 | Q2 '25 | Q3 '25 |
|---|---|---|---|
| Display | $14.00M | $68.00M | $62.00M |
| Total | $2.18B | $2.17B | $2.23B |
Display was previously reported and has since been discontinued or reclassified. Only currently active segments are shown in the chart.
Operating Income at Other Companies
Frequently Asked Questions
- What is Applied Materials's operating income?
- Applied Materials (AMAT) reported operating income of $1.83B in Q4 2025.
- How has Applied Materials's operating income changed year-over-year?
- Applied Materials's operating income decreased by 15.8% year-over-year, from $2.18B to $1.83B.
- What is the long-term trend for Applied Materials's operating income?
- Over 4 years (2021 to 2025), Applied Materials's operating income has grown at a 4.7% compound annual growth rate (CAGR), from $6.89B to $8.29B.
- What does operating income mean?
- The profit earned from core business activities, before accounting for interest and taxes.