AMAT · Q3 FY25 · Apr 28 – Jul 27, 2025
Applied Materials Q3 FY25: where the revenue came from and where it went
Applied Materials Q3 FY25: revenue $7.3B (+8% year over year). Net profit $1.8B. Largest cohort Semiconductor Systems $5.4B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Apr 28 – Jul 27, 2025
- Reported
- Aug 21, 2025
Tap the diagram to enlarge · figures in billions of dollars
Revenue$7.3B
+8% year over year
Gross profit$3.6B
49% margin
Operating profit$2.2B
31% margin
Net profit$1.8B
24% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 7.3 | 100% | +8% |
| Semiconductor Systems | 5.4 | 74% | +10% |
| Applied Global Services | 1.6 | 22% | +1% |
| Display | 0.3 | 4% | |
| Cost of revenue | −3.7 | 51% | |
| Gross profit | 3.6 | 49% margin | +1pp |
| Research & development | −0.9 | 12% | +0pp |
| Sales & marketing | −0.2 | 3% | +0pp |
| G&A | −0.2 | 3% | +0pp |
| Operating profit | 2.2 | 31% margin | +2pp |
| Tax | −0.7 | ||
| Net profit | 1.8 | 24% | −1pp |
Older quarters
-
Q2 FY26 4/2026Revenue $7.9B Net margin 35%
-
Q1 FY26 1/2026Revenue $7B Net margin 29%
-
Q4 FY25 10/2025Revenue $6.8B Net margin 28%
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