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Segments

By geography

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China$1.73B
Taiwan$1.35B
United States$1.04B
Korea$988M
Japan$478M

By segment

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Semiconductor Systems$7.04B+26.5%
Applied Global Services$1.78B+21.7%

Other financials

Income statement

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Gross profit$4.6B+28.7%
Operating income$3.1B+37.7%
Net income$2.5B+42.7%
EPS (diluted)$3.17+42.8%

Balance sheet

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Cash & equivalents$1.8B+22.7%
Total debt$7.3B+8.6%
Total equity$25.6B+31.4%
Total assets$43.5B+27.2%

Cash flow

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Operating cash flow$3.0B+15.3%
CapEx$707.0M+21.1%
Free cash flow$2.3B+13.7%

Valuation

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Market cap$380.74B+191%
Enterprise value$386.32B+183%
P/E41.1×+21.9×
P/S12.4×+7.8×

Profitability

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Gross margin49.4%+0.9pp
Operating margin29.6%-0.5pp
Net margin30.1%+6.2pp
FCF margin18.2%-2.1pp

Returns & leverage

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Return on equity41.1%+5.4pp
Debt / equity0.3×-0.1×
Current ratio2.4×-0.1×

Where this comes from

Reported directly by Applied Materials in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Applied Materials’s 10-Q, filed August 20, 2026.

Filed
Aug 20, 2026, 4:01 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q3 2026
Accession
0001628280-26-058235
Line itemThree Months Ended / July 26,2026Three Months Ended / July 27,2025Nine Months Ended / July 26,2026Nine Months Ended / July 27,2025
Revenue$9,115$7,302$24,037$21,568
Cost of products sold4,5293,74012,06911,025
Gross profit4,5863,56211,96810,543
Operating expenses:
Research, development and engineering1,1009013,0552,653
Marketing and selling249224704646
General and administrative162204515667
Legal settlement253

Item 1. Financial Statements (Unaudited)

FAQ

What is Applied Materials's total revenue?
Applied Materials (AMAT) reported total revenue of $9.12B in Q2 2026.
How has Applied Materials's total revenue changed year-over-year?
Applied Materials's total revenue increased by 24.8% year-over-year, from $7.3B to $9.12B.
What is the long-term trend for Applied Materials's total revenue?
Over 4 years (2021 to 2025), Applied Materials's total revenue has grown at a 5.3% compound annual growth rate (CAGR), from $23.06B to $28.37B.
What does total revenue mean?
The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.

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