Applied Materials Inc (AMAT) operating KPIs
AMATNasdaqSemiconductors & Related DevicesFiscal year ends October 26
Financials through Q3 FY2026, quarter ended Jul 26, 2026Last filing: 10-Q on Aug 20, 2026Score 19/3037% above fair value
$390.09−31.57 (-7.49%)
Close on Oct 30, 2026Market cap $309.57BP/E 33.7Yield 0.46%
Applied Materials semiconductor Systems revenue ($M)
Effective Q1 FY26, management moved the 200mm equipment business from AGS to Semiconductor Systems and fully allocated corporate support costs to operating segments (FY25 quarters recast)
Latest, Q3 '26
7,040
Period ended Jul 26, 2026
Change on a year earlier
+26.5%
5,564 in Q3 '25
History
45 quarters
Since Q3 '15
Sources
34
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
Breakdown
What makes up semiconductor systems revenue
- Foundry, logic and other revenue share67.0% · Q3 '26
- DRAM revenue share (incl. High-Bandwidth Memory / HBM)26.0% · Q3 '26
- Flash memory (NAND) revenue share7.0% · Q3 '26
- GAAP gross profit3,892 · Q3 '26
- GAAP operating income2,657 · Q3 '26
- Cost of products sold3,148 · Q3 '26
- Segment accounts receivable, net6,146 · Q3 '26
Cite this data
StockData. (2026). Applied Materials Semiconductor Systems revenue ($M), quarterly Q3 '15–Q3 '26 [Data set]. Compiled from Applied Materials SEC filings and investor materials. https://stockdatahq.com/stocks/amat/kpis/semi-rev
See every metric in the Applied Materials KPI table. Data updated Oct 25, 2026.