On our screens:Stocks with no debtStocks priced for perfectionStocks that buy back more than they dilute
The financials
Applied Materials by the numbers
Applied Materials (AMAT) reported revenue of $9.12B in Q3 2026 (quarter ended Jul 26, 2026), up 25% from the same quarter a year earlier. That came with a gross margin of 50% and net income of $2.54B (28% of revenue). For the full year FY2025, revenue was $28.4B (+4.4% year on year) and net income $7.00B. Its largest region in Q3 2026 was China at $2.51B, 30% of the disclosed total, just ahead of Taiwan at 25%.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $9.12B | $7.30B | +25% |
| Gross profit | $4.59B | $3.56B | +29% |
| Operating income | $3.08B | $2.23B | +38% |
| Net income | $2.54B | $1.78B | +43% |
| Diluted EPS | $3.17 | $2.22 | +43% |
| Geographic | Revenue | Share |
|---|---|---|
| China | $2.51B | 30% |
| Taiwan | $2.02B | 25% |
| South Korea | $1.52B | 18% |
| United States | $1.37B | 17% |
| Japan | $839M | 10% |
Business Segments
Revenue split by geographic segment, from SEC XBRL filings.
Latest period: Q3 2026Total $8.26B (+12%)
United States grew +100% year on yearChina -1.6% year on year
Segment Latestquarter on quarteryear on year
- China$2.51B$2.51BQoQ +20%year on year -1.6%+20%-1.6%
- Taiwan$2.02B$2.02BQoQ -6.0%year on year +9.9%-6.0%+9.9%
- South Korea$1.52B$1.52BQoQ -3.2%year on year +31%-3.2%+31%
- United States$1.37B$1.37BQoQ +45%year on year +100%+45%+100%
- Japan$839.0M$839.0MQoQ +35%year on year +18%+35%+18%
Semiconductor Equipment & Materials
The closest names by size in the same industry