AMAT
Applied Materials·NASDAQ
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AMAT fundamentals
Applied Materials (AMAT) released its earnings on Nov 13, 2025: revenue was 6.80B (YoY -3.55%), beat estimates; EPS was 2.17 (YoY -6.47%), beat estimates.
Revenue / YoY
6.80B
-3.55%
EPS / YoY
2.17
-6.47%
Report date
Nov 13, 2025
AMAT Earnings Call Summary for Q4,2025
Record Growth Amid Challenges: 6 straight years of revenue growth (12% CAGR) despite China market restrictions trimming 2025 growth rate.
- 2026 Outlook: Second-half surge in leading-edge foundry logic (+AI compute) and DRAM, with 48.4% gross margin in Q1 expanding with volume in 2026H2.
- Strategic Wins: #1 in DRAM (50% growth in leading-edge customers), HBM (Kinex hybrid bonding), and gate-all-around transistors. PVD revenue up YoY with selective ALD/moly integration.
- China Dynamics: 25% market share in accessible segments, $600M in restricted shipments potentially returning in 2026H2.
EPS
Revenue
Revenue & Expenses
AMAT has released its 2025 Q4 earnings report, with revenue of 6.80B, reflecting a YoY change of -3.48%, and net profit of 1.90B, showing a YoY change of 9.59%. The Sankey diagram below clearly presents AMAT's revenue sources and cost distribution.
Key Indicators
Applied Materials (AMAT) key financial stats and ratios, covering profitability, financial health, and leverage.
Applied Materials (AMAT)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Applied Materials (AMAT)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Applied Materials (AMAT)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Applied Materials (AMAT) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Applied Materials (AMAT) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What is the market's earnings forecast for Applied Materials next quarter?What is Applied Materials's gross profit margin?What is the revenue and EPS growth rate for Applied Materials year over year?What guidance did Applied Materials's management provide for the next earnings period?What were the key takeaways from Applied Materials's earnings call?What factors drove the changes in Applied Materials's revenue and profit?What does Applied Materials do and what are its main business segments?What were the key takeaways from Applied Materials’s earnings call?
