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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) is the global leader in materials engineering solutions for semiconductor manufacturing, providing the critical wafer fabrication tools and services that enable the production of virtually every semiconductor in the world. The company's website is www.appliedmaterials.com. From the company’s description.

Fiscal year 2025 · ends 10-26Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-07-26
Sales & profitability
$28.37B
+4.4% year over year
Last 12 mo $30.84B
29.22%
+0.3 percentage points
Last 12 mo 29.64%
$7.00B
−2.5% year over year
Last 12 mo $9.27B
34.95%
−2.8 percentage points
Last 12 mo 36.16%
Cash & financing
$7.96B
−8.3% year over year
Last 12 mo $8.40B
$5.70B
−23.9% year over year
Last 12 mo $5.62B
0.32
Was 0.33× a year earlier
Last 12 mo 0.26
808.0M
−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) is the global leader in materials engineering solutions for semiconductor manufacturing, providing the critical wafer fabrication tools and services that enable the production of virtually every semiconductor in the world. The company's website is www.appliedmaterials.com.

The company operates through two primary reportable segments: Semiconductor Systems, which represents the largest revenue contributor, and Applied Global Services (AGS). The Semiconductor Systems segment designs, develops, manufactures and sells a comprehensive portfolio of equipment used throughout the chip fabrication process, including patterning systems, transistor and interconnect products, process control systems employing optical and eBeam technologies, and advanced packaging systems for heterogeneous integration. These products address the full spectrum of semiconductor manufacturing from leading-edge technology nodes at seven nanometers and smaller to non-leading-edge applications serving markets such as internet of things, communications, automotive and sensors. The AGS segment provides services, spares and factory automation software to optimize performance of the company's installed base globally, along with manufacturing and sale of 200-millimeter equipment for non-leading-edge markets.

Applied Materials serves customers across foundry, logic, dynamic random access memory and flash memory markets. The company's customer base is geographically concentrated, with approximately 89 percent of fiscal 2025 net revenue derived from customers in regions outside the United States, particularly in China, Taiwan and Korea. During fiscal 2025, two customers accounted for approximately 19 percent and 15 percent of net revenue respectively.

As of October 26, 2025, the company employed approximately 36,500 regular full-time employees spanning 25 countries, with approximately 46 percent in the Asia-Pacific region, 42 percent in North America and 12 percent in Europe and the Middle East. The company maintains a distributed manufacturing model with operations in the United States, Singapore, Japan, China, Korea, Taiwan, Israel and other countries across Asia and Europe.

Applied Materials holds more than 23,500 active patents in the United States and other countries, representing a significant competitive advantage in its highly technical markets. The company was incorporated in 1967 as a Delaware corporation.

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.

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  • “How do Applied Materials and its peers compare on margins and cash generation over ten years?”
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