FINHUB Insights

AMAT · Q4 FY25 · Jul 28 – Oct 26, 2025

Applied Materials Q4 FY25: where the revenue came from and where it went

Applied Materials Q4 FY25: revenue $6.8B (−3% year over year). Net profit $1.9B. Largest cohort CN $2B. The whole income statement as a sankey diagram from the SEC filing.

Period
Jul 28 – Oct 26, 2025
Reported
Dec 12, 2025 10-K
Sankey diagram of Applied Materials's income statement for Q4 FY25: revenue of $6.8 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$6.8B −3% year over year
Gross profit$3.3B 48% margin
Operating profit$1.7B 25% margin
Net profit$1.9B 28% margin

The numbers

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Oct 26, 2025).
ItemValueShare of revenueYear over year
Revenue 6.8 100% −3%
CN 2 29% −8%
TW 1.8 26% +43%
KR 1.2 18% +4%
US 0.7 10% −43%
Southeast Asia 0.5 7% +46%
JP 0.4 6% −23%
Europe 0.2 3% −46%
Cost of revenue−3.551%
Gross profit3.348% margin+1pp
Research & development−113%+1pp
Sales & marketing−0.23%+0pp
G&A−0.24%+1pp
Other−0.23%+0pp
Operating profit1.725% margin−4pp
Tax−0.4
Net profit1.928%+3pp
Filing on EDGAR More quarters of AMAT

Source of the numbers: structured XBRL data from the filing (10-K). The diagram is generated automatically and checked against EDGAR before release. The fourth quarter has no column of its own in an annual report, so it is the full year minus the first nine months. How we calculate it → About and methodology.

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