FINHUB Insights

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 10-Q
Sankey diagram of Applied Materials's income statement for Q3 FY25: revenue of $7.3 billion splits into segments and flows out into costs, taxes and net profit.

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

All figures in billions of U.S. dollars, for Q3 FY25 (period ends Jul 27, 2025).
ItemValueShare of revenueYear 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−3.751%
Gross profit3.649% margin+1pp
Research & development−0.912%+0pp
Sales & marketing−0.23%+0pp
G&A−0.23%+0pp
Operating profit2.231% margin+2pp
Tax−0.7
Net profit1.824%−1pp

Source of the numbers: tables in the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

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