FINHUB Insights

AMAT · Q2 FY26 · Apr 26, 2026

Applied Materials Q2 FY26: where the revenue came from and where it went

Applied Materials Q2 FY26: revenue $7.9B (+11% year over year). Net profit $2.8B. Largest cohort TW $2.2B. The whole income statement as a sankey diagram from the SEC filing.

Period
Apr 26, 2026
Reported
May 21, 2026 10-Q
Sankey diagram of Applied Materials's income statement for Q2 FY26: revenue of $7.9 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$7.9B +11% year over year
Gross profit$3.9B 50% margin
Operating profit$2.5B 32% margin
Net profit$2.8B 35% margin

The numbers

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Apr 26, 2026).
ItemValueShare of revenueYear over year
Revenue 7.9 100% +11%
TW 2.2 28% +8%
CN 2.1 27% +18%
KR 1.6 20% +1%
US 0.9 11% +16%
JP 0.6 8% +9%
Europe 0.3 4% +38%
Southeast Asia 0.2 3% +37%
Cost of revenue−451%
Gross profit3.950% margin+1pp
Research & development−0.613%+0pp
Sales & marketing−0.23%+0pp
SG&A−0.45%−1pp
G&A−0.22%−1pp
Operating profit2.532% margin+1pp
Tax−0.4
Net profit2.835%+5pp
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.

Older quarters