Applied Materials AMAT Business Segments
| TTM Q2 '26 | TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Applied Global Services | $6.45B+3.9% | $6.2B+3.4% | $6B-0.2% | $6.01B+0.3% | $5.99B-1.8% | |
| Semiconductor Systems | $21.29B+2.7% | $20.73B-2.2% | $21.19B-1.9% | $21.6B+2.4% | $21.1B+2.4% | |
| Operating Income (Loss) by Business | ||||||
| Applied Global Services | $1.82B+6.4% | $1.72B+6.3% | $1.61B-2.3% | $1.65B-1.3% | $1.67B-3.4% | |
| Semiconductor Systems | $7.01B+4.8% | $6.69B-6.2% | $7.14B-4.0% | $7.43B+3.5% | $7.18B+1.0% | |
| Goodwill by Business | ||||||
| Applied Global Services | $3.99B0.0% | $3.99B0.0% | $3.99B0.0% | $3.99B0.0% | $3.99B-1.7% | |
| Semiconductor Systems | $10.16B+1.2% | $10.04B-0.2% | $10.06B+0.2% | $10.04B+0.2% | $10.03B+0.8% | |
| Revenue by Geography | ||||||
| China | $8.69B+3.7% | $8.38B-1.7% | $8.53B-2.0% | $8.7B+4.8% | $8.31B-11.3% | |
| Europe | $948M+11.1% | $853M-11.3% | $962M-16.1% | $1.15B-13.5% | $1.33B-2.7% | |
| Japan | $2.31B+2.3% | $2.26B-0.7% | $2.27B-5.5% | $2.41B+7.0% | $2.25B+5.6% | |
| Korea | $5.41B+0.2% | $5.4B-3.7% | $5.61B+0.8% | $5.56B+1.1% | $5.5B+11.6% | |
| Southeast Asia | $1.18B+4.4% | $1.13B+4.6% | $1.08B+15.7% | $930M-20.0% | $1.16B-6.3% | |
| Taiwan | $7.55B+2.1% | $7.4B+7.9% | $6.86B+8.7% | $6.31B+12.4% | $5.61B+21.1% | |
| United States | $2.94B+4.7% | $2.8B-8.5% | $3.06B-14.0% | $3.56B-9.4% | $3.93B-1.1% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Applied Materials break its business down?
- Applied Materials (AMAT) reports revenue by business across 2 parts — Applied Global Services and Semiconductor Systems. Each is extracted from the segment footnotes and tracked over time.
- Where does Applied Materials's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Applied Materials's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
