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Companies / Information Technology / Applied Materials
AMAT

Applied Materials

Information TechnologySemiconductorsS&P 500
Ticker AMATSANTA CLARA, CAFiscal year ends OctoberBook value per share $32.07Diluted shares 799.0M

Applied Materials, Inc. (Nasdaq: AMAT) designs, develops, manufactures, sells and services equipment used to produce semiconductors. Its tools support processes including patterning, transistor and interconnect fabrication, metrology, inspection, review and advanced packaging; customers include chipmakers serving… From the company’s description.

In fiscal 2025, Applied Materials reported revenue of $28.37B, up 4.4% from fiscal 2024, and net income of $7.00B. Its operating margin was 29.2%, and operations generated $7.96B in cash. Over the twelve months to Jul 26, 2026, revenue was $30.84B.

Fiscal year 2025 · ends 10-26Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-07-26
Sales & profitability
$28.37BFY2025
+4.4% year over year
Last 12 mo $30.84B
29.22%FY2025
+0.3 percentage points
Last 12 mo 29.64%
$7.00BFY2025
−2.5% year over year
Last 12 mo $9.27B
34.95%FY2025
−2.8 percentage points
Last 12 mo 36.16%
Cash & financing
$7.96BFY2025
−8.3% year over year
Last 12 mo $8.40B
$5.70BFY2025
−23.9% year over year
Last 12 mo $5.62B
0.32FY2025
Was 0.33× a year earlier
Last 12 mo 0.26
808.0MFY2025
−3.1% year over year
Last 12 mo 799.0M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Applied Materials does

In the company’s own words

Applied Materials, Inc. (Nasdaq: AMAT) designs, develops, manufactures, sells and services equipment used to produce semiconductors. Its tools support processes including patterning, transistor and interconnect fabrication, metrology, inspection, review and advanced packaging; customers include chipmakers serving foundry, logic, DRAM and NAND markets. The company operates two reportable segments. Semiconductor Systems sells chip-fabrication equipment and is its largest revenue contributor. Applied Global Services provides services, spare parts and factory automation software to help customers maintain and optimize semiconductor and other equipment; through fiscal 2025, it also sold 200-millimeter and other equipment, with that business moving to Semiconductor Systems in fiscal 2026. Corporate and Other includes businesses such as display-manufacturing equipment. Applied sells primarily through a direct sales force and supports customers through a global network of distribution and field engineers. Incorporated in 1967, the company employed approximately 36,500 full-time employees across 25 countries as of October 26, 2025. Its website is http://www.appliedmaterials.com.

Company details
Sector
Information Technology
Industry (SIC)
Semiconductors
Headquarters
SANTA CLARA, CA
Fiscal year end
October
CIK
6951
SIC
3674

Financial performance, year by year

Fiscal 2013–2025 · USD
$-3.08B$6.17B$15.42B$24.67B$33.92B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Applied Materials — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

1.4K
funds hold it
5 of 35
superinvestors hold it
$171.87B
held by funds, at market
35.1%
of shares held by funds
9
bond issues held by funds

Superinvestors in Applied Materials · what they did last quarter

Chase ColemanDECREASED -1.5%
Tiger Global Management
4.9%of 13F portfolio
Stephen MandelNEW
Lone Pine Capital
5.3%of 13F portfolio
Tom GaynerUNCHANGED
Markel Group (Markel-Gayner)
0.2%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Applied Materials’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.79%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.89%of fund net assets
2.49%of fund net assets
iShares Core S&P 500 ETF
IVV · iShares Trust
0.89%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Applied Materials’s bonds, as funds hold them

Funds report holding 9 issues of Applied Materials’s debt, $456.50M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.07%, maturing 2027 to 2050.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Applied Materials and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Applied Materials's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Applied Materials's last four quarterly filings that the numbers alone won't show?”
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