AMATApplied Materials
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Great business, demanding price
Quality strong, nothing alarming, demanding price, growth steady, the market undecided.
Applied Materials, Inc. is the leader in the materials engineering solutions used to produce virtually every semiconductor in the world. Semiconductors provide the foundation for advances in technology that are reshaping the global economy, including artificial intelligence, the internet of things, robotics, electric and autonomous vehicles, and clean energy. We are experts in the design, development, production, and servicing of the critical wafer fabrication tools our customers need to manufacture semiconductors.
In the company’s own words · 10-K filed Dec 12, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Applied Materials (AMAT) reported revenue of $9.12B in Q3 2026 (quarter ended Jul 26, 2026), up 25% from the same quarter a year earlier. That came with a gross margin of 50% and net income of $2.54B (28% of revenue). For the full year FY2025, revenue was $28.4B (+4.4% year on year) and net income $7.00B. Its largest region in Q3 2026 was China at $2.51B, 30% of the disclosed total, just ahead of Taiwan at 25%. The next results filing is expected around Nov 12, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 27, 2026On August 27, 2026, the Board of Directors (the “Board”) of Applied Materials, Inc. (“Applied” or the “Company”) elected Akash Palkhiwala to the Board and the Board’s Audit Committee, effective immediately.Director or officer change · Form 8-K
- Aug 13, 2026Mike Sullivan (408) 986-7977.Earnings release · press release
- May 14, 2026Mike Sullivan (408) 986-7977.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q3 2026 · $8.26BThe company’s own SEC segment disclosure.
- China$2.51B30%
- Taiwan$2.02B25%
- South Korea$1.52B18%
- United States$1.37B17%
- Japan$839.0M10%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Semiconductor Equipment & Materials
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