Applied Materials Q1 FY26: where the revenue came from and where it went
The whole income statement of Applied Materials for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Oct 27, 2025 – Jan 25, 2026
- Reported
- Feb 19, 2026
Revenue$7.01B
−2% year over year
Gross profit$3.44B
49% margin
Operating profit$1.83B
26% margin
Net profit$2.03B
29% margin
Net profit is larger than what operations earned, because the statement adds $0.50B below it, under Other income, net.
The numbers
| 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 |
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