AMATNasdaqSemiconductors & Related DevicesFiscal year ends October 26
APPLIED MATERIALS INC /DE
Financials through Q3 FY2026, quarter ended Jul 26, 2026Last filing: 10-Q on Aug 20, 2026
$413.11+3.82 (+0.93%)
Close on Oct 19, 2026
- Market cap
- $330.49B
- P/E (TTM)
- 35.6
- Dividend yield
- 0.43%
APPLIED MATERIALS INC /DE revenue by segment
By business segment
| Revenue | Q3 26 | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Systems | $7.04B | $5.97B | $5.14B | $4.24B | $5.56B | $5.40B | $5.60B | $5.18B | $4.92B | $4.90B | $4.91B | – | 77.2% | +26.5% |
| Applied Global Services | $1.78B | $1.67B | $1.56B | $2.15B | $1.46B | $1.42B | $1.35B | $1.64B | $1.58B | $1.53B | $1.48B | – | 19.5% | +21.7% |
| Display and Adjacent Markets | – | – | – | – | – | – | – | – | $251.00M | $179.00M | $244.00M | $298.00M | – | – |
| Applied Global Services | – | – | – | – | – | – | – | $1.64B | $1.58B | $1.53B | $1.48B | $1.47B | – | – |
| Semiconductor Systems | – | – | – | – | – | – | – | $5.18B | $4.92B | $4.90B | $4.91B | $4.88B | – | – |
| Display | – | – | – | – | $263.00M | $259.00M | $183.00M | – | $251.00M | $179.00M | $244.00M | – | – | – |
| Operating income | Q3 26 | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Systems | $2.66B | $2.09B | $1.43B | $1.90B | $1.84B | $1.77B | $1.87B | $1.82B | $1.71B | $1.70B | $1.74B | – | +44.6% |
| Applied Global Services | $536.00M | $487.00M | $438.00M | $678.00M | $400.00M | $378.00M | $336.00M | $492.00M | $467.00M | $436.00M | $417.00M | – | +34.0% |
| Display and Adjacent Markets | – | – | – | – | – | – | – | – | $16.00M | $5.00M | $25.00M | $82.00M | – |
| Applied Global Services | – | – | – | – | – | – | – | $492.00M | $467.00M | $436.00M | $417.00M | $401.00M | – |
| Semiconductor Systems | – | – | – | – | – | – | – | $1.82B | $1.71B | $1.70B | $1.74B | $1.74B | – |
| Display | – | – | – | – | $62.00M | $68.00M | $14.00M | – | $16.00M | $5.00M | $25.00M | – | – |
By product or service
By region
| Revenue | Q3 26 | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asia Pacific | $7.27B | $6.62B | $6.14B | – | $6.46B | $6.04B | $5.92B | – | $5.39B | $5.50B | $5.54B | – | 79.7% | +12.5% |
| China | $2.51B | $2.09B | $2.10B | $1.96B | $2.55B | $1.77B | $2.24B | $2.14B | $2.15B | $2.83B | $3.00B | $2.96B | 27.5% | -1.6% |
| Taiwan | $2.03B | $2.16B | $1.72B | $1.83B | $1.84B | $2.00B | $1.18B | $1.28B | $1.15B | $1.02B | $559.00M | $922.00M | 22.2% | +9.9% |
| South Korea | $1.52B | $1.57B | $1.46B | $1.22B | $1.16B | $1.56B | $1.67B | $1.17B | $1.10B | $988.00M | $1.23B | $745.00M | 16.7% | +31.1% |
| United States | $1.37B | $941.00M | $656.00M | $655.00M | $683.00M | $808.00M | $917.00M | $1.15B | $1.05B | $853.00M | $759.00M | $803.00M | 15.0% | +100.1% |
| Japan | $839.00M | $623.00M | $525.00M | $448.00M | $713.00M | $572.00M | $540.00M | $581.00M | $555.00M | $453.00M | $565.00M | $681.00M | 9.2% | +17.7% |
| Europe | $483.00M | $347.00M | $221.00M | $220.00M | $160.00M | $252.00M | $330.00M | $405.00M | $339.00M | $289.00M | $410.00M | $441.00M | 5.3% | +201.9% |
| Southeast Asia | $374.00M | $185.00M | $335.00M | $460.00M | $195.00M | $135.00M | $286.00M | $314.00M | $428.00M | $213.00M | $186.00M | $168.00M | 4.1% | +91.8% |
From the segment and revenue-disaggregation notes of Applied Materials's 10-K and 10-Q filings (XBRL). Fourth-quarter figures are the fiscal year less the first nine months. Segment names follow the company's own labels and can change when it reorganizes.