Applied Materials Q2 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
- Jan 26 – Apr 26, 2026
- Reported
- May 21, 2026
Revenue$7.91B
+11% year over year
Gross profit$3.95B
50% margin
Operating profit$2.52B
32% margin
Net profit$2.81B
35% margin
Net profit is larger than what operations earned, because the statement adds $0.70B below it, under Other income, net.
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 7.91 | 100% | +11% |
| TW | 2.16 | 27% | +8% |
| CN | 2.09 | 26% | +18% |
| KR | 1.57 | 20% | +1% |
| US | 0.94 | 12% | +16% |
| JP | 0.62 | 8% | +9% |
| Europe | 0.35 | 5% | +38% |
| Southeast Asia | 0.19 | 2% | +37% |
| Cost of revenue | −3.96 | 50% | |
| Gross profit | 3.95 | 50% margin | +1pp |
| R&D | −1.03 | 13% | +0pp |
| Sales & marketing | −0.23 | 3% | +0pp |
| G&A | −0.16 | 2% | −1pp |
| Operating profit | 2.52 | 32% margin | +1pp |
| Other income, net | 0.70 | ||
| Tax | −0.42 | ||
| Net profit | 2.81 | 35% margin | +5pp |
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