MarketQoQ +15.23 % · YoY +24.83 %
VLSI ASTRIA / INVESTOR RELATIONS
Company earnings & IR
45 companies · 2026-09-09
Published disclosure snapshot
AMAT · United States · Equipment
Applied Materials
Period ended 2026-07-26 · USD
Published 2026-08-20
QoQ +1.84 pp · YoY +3.15 pp
QoQ -9.55 % · YoY +42.66 %
Quarterly comparison
Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.
| Metric / Unit | Q3 FY2026 | Q2 FY2026 | Q3 FY2025 | QoQ | YoY |
|---|---|---|---|---|---|
| RevenueUSD million · GAAP | 9,115 | 7,910 | 7,302 | +15.23 % | +24.83 % |
| Gross profitUSD million · GAAP | 4,586 | 3,947 | 3,562 | +16.19 % | +28.75 % |
| Gross marginpercent · GAAP | 50.31% † | 49.9% † | 48.78% † | +0.41 pp | +1.53 pp |
| Operating incomeUSD million · GAAP | 3,075 | 2,523 | 2,233 | +21.88 % | +37.71 % |
| Operating marginpercent · GAAP | 33.74% † | 31.9% † | 30.58% † | +1.84 pp | +3.15 pp |
| Net incomeUSD million · GAAP | 2,538 | 2,806 | 1,779 | -9.55 % | +42.66 % |
| Net marginpercent · GAAP | 27.84% † | 35.47% † | 24.36% † | -7.63 pp | +3.48 pp |
| Diluted EPSUSD/share · GAAP | 3.17 | 3.51 | 2.22 | -9.69 % | +42.79 % |
| Operating cash flowUSD million · GAAP | 3,037 † | 845 † | 2,634 † | +259.41 % | +15.3 % |
| Capital expendituresUSD million · GAAP | 707 † | 635 † | 584 † | +11.34 % | +21.06 % |
Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.
Revenue history
Revenue
Profitability history
Gross marginOperating margin
Full quarterly statements
| Metric / Unit | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| RevenueUSD million | 6,646 | 6,778 | 7,045 † | 7,166 | 7,100 | 7,302 | 6,800 † | 7,012 | 7,910 | 9,115 |
| Gross profitUSD million | 3,153 | 3,205 | 3,335 † | 3,496 | 3,485 | 3,562 | 3,265 † | 3,435 | 3,947 | 4,586 |
| Gross marginpercent | 47.44% † | 47.29% † | 47.34% † | 48.79% † | 49.08% † | 48.78% † | 48.01% † | 48.99% † | 49.9% † | 50.31% † |
| Operating incomeUSD million | 1,912 | 1,942 | 2,046 † | 2,175 | 2,169 | 2,233 | 1,712 † | 1,831 | 2,523 | 3,075 |
| Operating marginpercent | 28.77% † | 28.65% † | 29.04% † | 30.35% † | 30.55% † | 30.58% † | 25.18% † | 26.11% † | 31.9% † | 33.74% † |
| Net incomeUSD million | 1,722 | 1,705 | 1,731 † | 1,185 | 2,137 | 1,779 | 1,897 † | 2,026 | 2,806 | 2,538 |
| Net marginpercent | 25.91% † | 25.15% † | 24.57% † | 16.54% † | 30.1% † | 24.36% † | 27.9% † | 28.89% † | 35.47% † | 27.84% † |
| Diluted EPSUSD/share | 2.06 | 2.05 | — | 1.45 | 2.63 | 2.22 | — | 2.54 | 3.51 | 3.17 |
| Operating cash flowUSD million | 1,392 † | 2,385 † | 2,575 † | 925 | 1,571 † | 2,634 † | 2,828 † | 1,686 | 845 † | 3,037 † |
| Capital expendituresUSD million | 257 † | 297 † | 407 † | 381 | 510 † | 584 † | 785 † | 646 | 635 † | 707 † |
Revenue composition
Detailed revenue tables can be opened in the company’s official results materials. IR ↗
Customer & geographic revenue
Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.
Source & calculation disclosure
customer facilities shipped to/services performed
FY 2025 · ANNUAL · USD million · Complete disclosed breakdown
2024-10-28 → 2025-10-26
Revenue denominator: 28,368 USD million · Published: 2025-12-12
Applied Materials 2025 Form 10-K ↗Issuer annual geographic revenue table.
| Region | USD million | Revenue share | Evidence & disclosure |
|---|---|---|---|
| United States | 3,063Reported | 10.8%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| China | 8,529Reported | 30.07%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| Korea | 5,608Reported | 19.77%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| Taiwan | 6,857Reported | 24.17%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| Japan | 2,273Reported | 8.01%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| Europe | 962Reported | 3.39%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| Southeast Asia | 1,076Reported | 3.79%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
Disclosure
Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.
Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09
Download exposure CSVOriginal IR documents
10-Q · 2026-07-26 ↗SEC filing · 2026-08-2010-Q · 2026-04-26 ↗SEC filing · 2026-05-2110-Q · 2026-01-25 ↗SEC filing · 2026-02-19Applied Materials 2025 Form 10-K ↗Revenue disclosure · 2025-12-1210-Q · 2025-07-27 ↗SEC filing · 2025-08-2110-Q · 2025-04-27 ↗SEC filing · 2025-05-2210-Q · 2025-01-26 ↗SEC filing · 2025-02-2010-K · 2024-10-27 ↗SEC filing · 2024-12-1310-Q · 2024-07-28 ↗SEC filing · 2024-08-2210-Q · 2024-04-28 ↗SEC filing · 2024-05-23
Comparison rules & source notes
This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.
Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.