The financials
Applied Materials by the numbers
Applied Materials (AMAT) reported revenue of $9.12B in Q3 2026 (quarter ended July 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 2026-Q2 was TW at $2.15B, 27% of the disclosed total, just ahead of CN at 26%.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $9.12B | $7.30B | +25% |
| Gross profit | $4.59B | $3.56B | +29% |
| Operating income | $3.08B | $2.23B | +38% |
| Net income | $2.54B | $1.78B | +43% |
| Diluted EPS | $3.17 | $2.22 | +43% |
| Geographic | Revenue | Share |
|---|---|---|
| TW | $2.15B | 27% |
| CN | $2.09B | 26% |
| KR | $1.57B | 20% |
| US | $941M | 12% |
| JP | $623M | 7.9% |
| Europe | $347M | 4.4% |
| Southeast Asia | $185M | 2.3% |
Business Segments
Revenue split by geographic segment, from SEC XBRL filings.
Latest period: Q2 2026Total $7.91B (+13%)
Europe grew +38% year on yearKR +0.64% year on year
Segment Latestquarter on quarteryear on year
- TW$2.15B$2.15BQoQ +25%year on year +7.9%+25%+7.9%
- CN$2.09B$2.09BQoQ -0.38%year on year +18%-0.38%+18%
- KR$1.57B$1.57BQoQ +7.8%year on year +0.64%+7.8%+0.64%
- US$941.0M$941.0MQoQ +43%year on year +16%+43%+16%
- JP$623.0M$623.0MQoQ +19%year on year +8.9%+19%+8.9%
- Europe$347.0M$347.0MQoQ +57%year on year +38%+57%+38%
- Southeast Asia$185.0M$185.0MQoQ -45%year on year +37%-45%+37%
Semiconductor Equipment & Materials
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