Business
Applied Materials supplies semiconductor and display manufacturing equipment, services and software.
Applied Materials: Revenue grew 4.4% to $28.368B from $27.176B. Net income declined 2.5% to $6.998B from $7.177B. Free cash flow declined 23.9% to $5.698B from $7.487B. Operating margin expanded 27 bps to 29.22%. Applied Materials's annual comparison also shows free cash flow declined despite revenue growth; stock compensation grew faster than revenue; capital spending grew faster than revenue.
The read at a glance✓ Audited against SEC data
- Growth — Revenue grew 4.4%OK
- Profitability — Net income declined 2.5% to $6.998B from $7.177BWatch
- Cash flow — Free cash flow declined 23.9% to $5.698B from $7.487BWatch
- Margins — Operating margin expanded 27 bps to 29.22%OK
- Accounting — No overriding statistical warningNote
- Insiders — 0 purchases and 20 salesWatch
Where the revenue comes from
Fiscal 2025, as APPLIED MATERIALS INC /DE reports it. History and quarterly detail are in the app.
- Semiconductor Systems$20.8B
- Applied Global Services$6.4B
Leadership changes
From APPLIED MATERIALS INC /DE's own filings, the day they're filed.
- Yvonne McGill · Directors · departureeff. 2025-09-12
- Adam Sanders · President · appointmenteff. 2024-03-04
- Jeff Bodner · principal accounting officer of Applied Materials · departureeff. 2023-12-11
Latest filings
- 8-K · Company announcement2026-08-27
- 10-Q · Quarterly report2026-08-20
- 8-K · Company announcement2026-08-13
- 10-Q · Quarterly report2026-05-21
- 8-K · Company announcement2026-05-14
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about APPLIED MATERIALS INC /DE, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
14-day free trial, no credit card. For research purposes only; not investment advice.