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+7.6% | $6.2B+1.7% | $6B-3.6% | $6.01B-0.7% | $5.99B+0.9% | |
| Semiconductor Systems | $21.29B+0.9% | $20.73B+0.6% | $21.19B+6.4% | $21.6B+10.1% | $21.1B+8.9% | |
| Operating Income (Loss) by Business | ||||||
| Applied Global Services | $1.82B+9.0% | $1.72B-0.9% | $1.61B-11.0% | $1.65B-4.1% | $1.67B+1.2% | |
| Semiconductor Systems | $7.01B-2.3% | $6.69B-5.9% | $7.14B+2.2% | $7.43B+7.7% | $7.18B+6.3% | |
| Goodwill by Business | ||||||
| Applied Global Services | $3.99B0.0% | $3.99B-1.7% | $3.99B-3.3% | $3.99B-3.3% | $3.99B-3.3% | |
| Semiconductor Systems | $10.16B+1.3% | $10.04B+1.0% | $10.06B+2.2% | $10.04B+2.1% | $10.03B+1.9% | |
| Revenue by Geography | ||||||
| China | $8.69B+4.7% | $8.38B-10.5% | $8.53B-15.7% | $8.7B-20.5% | $8.31B-21.1% | |
| Europe | $948M-28.5% | $853M-37.4% | $962M-33.3% | $1.15B-22.4% | $1.33B-26.4% | |
| Japan | $2.31B+2.7% | $2.26B+6.1% | $2.27B+5.5% | $2.41B+6.7% | $2.25B+3.3% | |
| Korea | $5.41B-1.7% | $5.4B+9.5% | $5.61B+24.8% | $5.56B+36.8% | $5.5B+39.2% | |
| Southeast Asia | $1.18B+1.0% | $1.13B-9.3% | $1.08B-5.7% | $930M-6.5% | $1.16B+55.7% | |
| Taiwan | $7.55B+34.6% | $7.4B+59.6% | $6.86B+71.0% | $6.31B+72.9% | $5.61B+46.0% | |
| United States | $2.94B-25.3% | $2.8B-29.5% | $3.06B-19.8% | $3.56B+2.7% | $3.93B+13.8% |
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.
