Applied Materials

AMAT Information Technology Market cap $337B as of Sep 14, 2026 16:00 ET S&P 500

Q3 FY26 Apr 27 – Jul 26, 2026 reported Aug 20, 2026

Revenue$9.12B +25% year over year

Gross profit$4.59B 50% margin

Operating profit$3.08B 34% margin

Net profit$2.54B 28% margin

The numbers behind the diagram

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Jul 26, 2026).
Item	Value	Share of revenue	Year over year
Revenue	9.12	100%	+25%
Cost of revenue	−4.53	50%
Gross profit	4.59	50% margin	+2pp
R&D	−1.10	12%	+0pp
Sales & marketing	−0.25	3%	+0pp
G&A	−0.16	2%	−1pp
Operating profit	3.08	34% margin	+3pp
Interest & other costs	−0.17
Tax	−0.37
Net profit	2.54	28% margin	+3pp

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Apr 26, 2026).
Item	Value	Share of revenue	Year over year
Revenue	7.91	100%	+11%
TW	2.16	27%	+8%
CN	2.09	26%	+18%
KR	1.57	20%	+1%
US	0.94	12%	+16%
JP	0.62	8%	+9%
Europe	0.35	5%	+38%
Southeast Asia	0.19	2%	+37%
Cost of revenue	−3.96	50%
Gross profit	3.95	50% margin	+1pp
R&D	−1.03	13%	+0pp
Sales & marketing	−0.23	3%	+0pp
G&A	−0.16	2%	−1pp
Operating profit	2.52	32% margin	+1pp
Other income, net	0.70
Tax	−0.42
Net profit	2.81	35% margin	+5pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Jan 25, 2026).
Item	Value	Share of revenue	Year over year
Revenue	7.01	100%	−2%
CN	2.10	30%	−7%
TW	1.72	25%	+46%
KR	1.46	21%	−13%
US	0.66	9%	−28%
JP	0.53	7%	−3%
Southeast Asia	0.34	5%	+17%
Europe	0.22	3%	−33%
Cost of revenue	−3.58	51%
Gross profit	3.44	49% margin	+0pp
R&D	−0.93	13%	+1pp
Sales & marketing	−0.22	3%	+0pp
G&A	−0.19	3%	−1pp
Other	−0.27	4%	+0pp
Operating profit	1.83	26% margin	−4pp
Other income, net	0.50
Tax	−0.30
Net profit	2.03	29% margin	+12pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Oct 26, 2025).
Item	Value	Share of revenue	Year over year
Revenue	6.80	100%	−3%
CN	1.96	29%	−8%
TW	1.83	27%	+43%
KR	1.22	18%	+4%
US	0.66	10%	−43%
Southeast Asia	0.46	7%	+46%
JP	0.45	6%	−23%
Europe	0.22	3%	−46%
Cost of revenue	−3.54	52%
Gross profit	3.27	48% margin	+1pp
R&D	−0.92	13%	+1pp
Sales & marketing	−0.21	3%	+0pp
G&A	−0.24	4%	+1pp
Other	−0.18	3%	+0pp
Operating profit	1.71	25% margin	−4pp
Other income, net	0.56
Tax	−0.37
Net profit	1.90	28% margin	+3pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q3 FY25 (period ends Jul 27, 2025).
Item	Value	Share of revenue	Year over year
Revenue	7.30	100%	+8%
Semiconductor systems	5.43	74%	+10%
Applied global services	1.60	22%	+1%
Display	0.26	4%
Corporate & other	0.01	0%	−48%
Cost of revenue	−3.74	51%
Gross profit	3.56	49% margin	+1pp
R&D	−0.90	12%	+0pp
Sales & marketing	−0.22	3%	+0pp
G&A	−0.20	3%	+0pp
Operating profit	2.23	31% margin	+2pp
Other income, net	0.33
Tax	−0.78
Net profit	1.78	24% margin	−1pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

Financial health

The balance sheet, the quarter's capital flow, the debt schedule and the capital structure of the quarter shown above.

Every set of results we hold, newest first. Open one on its own page.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q3 FY26 Apr 27 – Jul 26, 2026 reported Aug 20, 2026 Operating margin 34% Net profit $2.5B	Apr 27 – Jul 26, 2026	Aug 20, 2026	$9.1B	+25%	34%	$2.5B	28%
Q2 FY26 Jan 26 – Apr 26, 2026 reported May 21, 2026 Operating margin 32% Net profit $2.8B	Jan 26 – Apr 26, 2026	May 21, 2026	$7.9B	+11%	32%	$2.8B	35%
Q1 FY26 Oct 27, 2025 – Jan 25, 2026 reported Feb 19, 2026 Operating margin 26% Net profit $2.0B	Oct 27, 2025 – Jan 25, 2026	Feb 19, 2026	$7.0B	−2%	26%	$2.0B	29%
Q4 FY25 Jul 28 – Oct 26, 2025 reported Dec 12, 2025 Operating margin 25% Net profit $1.9B	Jul 28 – Oct 26, 2025	Dec 12, 2025	$6.8B	−3%	25%	$1.9B	28%
Q3 FY25 Apr 28 – Jul 27, 2025 reported Aug 21, 2025 Operating margin 31% Net profit $1.8B	Apr 28 – Jul 27, 2025	Aug 21, 2025	$7.3B	+8%	31%	$1.8B	24%