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Applied Materials AMAT Total Cost of Revenue

Total Cost of Revenue at other companies

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$102.51M+3.7%
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$1.33B+12.9%
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$145.56M+18.0%
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$2.93B+21.8%
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$608.05M+6.9%
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Axcelis TechnologiesACLS
$118.38M+14.0%

Segments

By segment

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Semiconductor Systems$2.7B+7.5%
Applied Global Services$1.09B+15.3%

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$530.36B+290%
Enterprise value$536.14B+280%
P/E62.3×+42.2×
P/S18.3×+13.4×

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:CostOfGoodsAndServicesSold.

The official record: Applied Materials’s 10-Q, filed May 21, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Applied Materials's total cost of revenue?
Applied Materials (AMAT) reported total cost of revenue of $3.96B in Q1 2026.
How has Applied Materials's total cost of revenue changed year-over-year?
Applied Materials's total cost of revenue increased by 9.6% year-over-year, from $3.62B to $3.96B.
What is the long-term trend for Applied Materials's total cost of revenue?
Over 4 years (2021 to 2025), Applied Materials's total cost of revenue has grown at a 4.6% compound annual growth rate (CAGR), from $12.15B to $14.56B.
What does total cost of revenue mean?
The aggregate of all direct costs attributable to producing goods and delivering services that generated the company's revenue, including materials, labor, and overhead.