AMAT Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Applied Materials delivered a beat on both top and bottom lines in Q4 FY2025, posting adjusted EPS of $2.17 against a consensus of $2.12, a 2.36% positive surprise, while revenue of $6.80 billion edged past the $6.70 billion estimate by 1.56%, though… Read more Applied Materials delivered a beat on both top and bottom lines in Q4 FY2025, posting adjusted EPS of $2.17 against a consensus of $2.12, a 2.36% positive surprise, while revenue of $6.80 billion edged past the $6.70 billion estimate by 1.56%, though it still marked a 3.5% decline from the year-ago quarter. The most material drag came from the Semiconductor Systems segment, where revenue fell to $4.76 billion from $5.18 billion as foundry and logic spending softened, even as DRAM's share of the mix climbed to 29% from 23%. A $181.00 million restructuring charge tied to a workforce reduction plan compressed GAAP operating margin by 3.8 percentage points year over year to 25.2%, though a $467.00 million unrealized gain on strategic investments helped lift GAAP net income 10% to $1.90 billion. Looking ahead, management guided Q1 FY2026 revenue to approximately $6.85 billion and non-GAAP EPS to $2.18, and signaled the company is positioning its operations to capture higher demand in the second half of calendar 2026, a setup that contrasts with recent pressure elsewhere in the supply chain.