FINHUB Insights

AMAT · Q1 FY26 · Oct 27, 2025 – Jan 25, 2026

Applied Materials Q1 FY26: where the revenue came from and where it went

Applied Materials Q1 FY26: revenue $7B (−2% year over year). Net profit $2B. Largest cohort CN $2.1B. The whole income statement as a sankey diagram from the SEC filing.

Period
Oct 27, 2025 – Jan 25, 2026
Reported
Feb 19, 2026 10-Q
Sankey diagram of Applied Materials's income statement for Q1 FY26: revenue of $7 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$7B −2% year over year
Gross profit$3.4B 49% margin
Operating profit$1.8B 26% margin
Net profit$2B 29% margin

The numbers

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Jan 25, 2026).
ItemValueShare of revenueYear over year
Revenue 7 100% −2%
CN 2.1 30% −7%
TW 1.7 24% +46%
KR 1.5 21% −13%
US 0.7 10% −28%
JP 0.5 7% −3%
Southeast Asia 0.3 4% +17%
Europe 0.2 3% −33%
Cost of revenue−3.651%
Gross profit3.449% margin+0pp
Research & development−0.913%+1pp
Sales & marketing−0.23%+0pp
SG&A−0.46%−1pp
G&A−0.23%−1pp
Operating profit1.826% margin−4pp
Tax−0.3
Net profit229%+12pp
Filing on EDGAR More quarters of AMAT

Source of the numbers: structured XBRL data from 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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