The Filings Report

Applied Materials

AMATNasdaqCIK 6951Technology / Semiconductor Equipmentfiscal year ends October73 quarters since 2008

Revenue, Q3 FY2026
$9.1B
+24.8% on Q3 FY2025
Net income
$2.5B
+42.7% on Q3 FY2025
Free cash flow
$2.3B
+13.7% on Q3 FY2025
Diluted EPS
$3.17
+42.8% on Q3 FY2025
Revenue, TTM
$30.8B
trailing four quarters
Net margin, TTM
30.1%
net income $9.3B
Free cash flow, TTM
$5.6B
$8.4B less $2.8B capex
Cash and equivalents
$7.0B
long-term debt $5.2B, Jul 26, 2026
Shares, 12-month change
−0.4%
794M shares, Jul 26, 2026
Buybacks, TTM
$2.0B
0.7% of market value
Dividends, TTM
$1.5B
0.5% of market value
Market value
$309.6B
at the close, buybacks

Latest quarter Q3 FY2026, filed August 20, 2026. Trailing figures sum the latest four quarters. Market values at the latest close, from a market data vendor.

In Q3 FY2026, the quarter ended July 26, 2026, Applied Materials reported revenue of $9.1B, +24.8% on Q3 FY2025, and net income of $2.5B (+42.7%). Operating margin was 33.7%. Free cash flow, operating cash flow less capital expenditures, was $2.3B ($3.0B less $707M). Diluted earnings per share were $3.17.

The last 16 quarters

Q4 FY2022 to Q3 FY2026, through the filing of August 20, 2026.

Revenue and net incomeRevenueNet income
$0$3B$5B$8B$10BQ4'22, Revenue: $6.7BQ4'22, Net income: $1.6BQ4'22Q1'23, Revenue: $6.7BQ1'23, Net income: $1.7BQ1'23Q2'23, Revenue: $6.6BQ2'23, Net income: $1.6BQ2'23Q3'23, Revenue: $6.4BQ3'23, Net income: $1.6BQ3'23Q4'23, Revenue: $6.7BQ4'23, Net income: $2.0BQ4'23Q1'24, Revenue: $6.7BQ1'24, Net income: $2.0BQ1'24Q2'24, Revenue: $6.6BQ2'24, Net income: $1.7BQ2'24Q3'24, Revenue: $6.8BQ3'24, Net income: $1.7BQ3'24Q4'24, Revenue: $7.0BQ4'24, Net income: $1.7BQ4'24Q1'25, Revenue: $7.2BQ1'25, Net income: $1.2BQ1'25Q2'25, Revenue: $7.1BQ2'25, Net income: $2.1BQ2'25Q3'25, Revenue: $7.3BQ3'25, Net income: $1.8BQ3'25Q4'25, Revenue: $6.8BQ4'25, Net income: $1.9BQ4'25Q1'26, Revenue: $7.0BQ1'26, Net income: $2.0BQ1'26Q2'26, Revenue: $7.9BQ2'26, Net income: $2.8BQ2'26Q3'26, Revenue: $9.1BQ3'26, Net income: $2.5BQ3'26$0$3B$5B$8B$10BQ4'22, Revenue: $6.7BQ4'22, Net income: $1.6BQ1'23, Revenue: $6.7BQ1'23, Net income: $1.7BQ1'23Q2'23, Revenue: $6.6BQ2'23, Net income: $1.6BQ3'23, Revenue: $6.4BQ3'23, Net income: $1.6BQ3'23Q4'23, Revenue: $6.7BQ4'23, Net income: $2.0BQ1'24, Revenue: $6.7BQ1'24, Net income: $2.0BQ1'24Q2'24, Revenue: $6.6BQ2'24, Net income: $1.7BQ3'24, Revenue: $6.8BQ3'24, Net income: $1.7BQ3'24Q4'24, Revenue: $7.0BQ4'24, Net income: $1.7BQ1'25, Revenue: $7.2BQ1'25, Net income: $1.2BQ1'25Q2'25, Revenue: $7.1BQ2'25, Net income: $2.1BQ3'25, Revenue: $7.3BQ3'25, Net income: $1.8BQ3'25Q4'25, Revenue: $6.8BQ4'25, Net income: $1.9BQ1'26, Revenue: $7.0BQ1'26, Net income: $2.0BQ1'26Q2'26, Revenue: $7.9BQ2'26, Net income: $2.8BQ3'26, Revenue: $9.1BQ3'26, Net income: $2.5BQ3'26

Net income losses drawn in red.

Free cash flow
$0$1B$2B$3BQ4'22, Free cash flow: $634MQ4'22Q1'23, Free cash flow: $2.0BQ1'23Q2'23, Free cash flow: $2.0BQ2'23Q3'23, Free cash flow: $2.3BQ3'23Q4'23, Free cash flow: $1.2BQ4'23Q1'24, Free cash flow: $2.1BQ1'24Q2'24, Free cash flow: $1.1BQ2'24Q3'24, Free cash flow: $2.1BQ3'24Q4'24, Free cash flow: $2.2BQ4'24Q1'25, Free cash flow: $544MQ1'25Q2'25, Free cash flow: $1.1BQ2'25Q3'25, Free cash flow: $2.0BQ3'25Q4'25, Free cash flow: $2.0BQ4'25Q1'26, Free cash flow: $1.0BQ1'26Q2'26, Free cash flow: $210MQ2'26Q3'26, Free cash flow: $2.3BQ3'26$0$1B$2B$3BQ4'22, Free cash flow: $634MQ1'23, Free cash flow: $2.0BQ1'23Q2'23, Free cash flow: $2.0BQ3'23, Free cash flow: $2.3BQ3'23Q4'23, Free cash flow: $1.2BQ1'24, Free cash flow: $2.1BQ1'24Q2'24, Free cash flow: $1.1BQ3'24, Free cash flow: $2.1BQ3'24Q4'24, Free cash flow: $2.2BQ1'25, Free cash flow: $544MQ1'25Q2'25, Free cash flow: $1.1BQ3'25, Free cash flow: $2.0BQ3'25Q4'25, Free cash flow: $2.0BQ1'26, Free cash flow: $1.0BQ1'26Q2'26, Free cash flow: $210MQ3'26, Free cash flow: $2.3BQ3'26

Operating cash flow less capital expenditures; negative quarters in red.

Cash and equivalents against long-term debtCash and equivalentsLong-term debt
$0$3B$5B$8B$10BQ4'22, Cash and equivalents: $2.0BQ4'22, Long-term debt: $5.5BQ4'22Q1'23, Cash and equivalents: $3.5BQ1'23, Long-term debt: $5.5BQ1'23Q2'23, Cash and equivalents: $4.6BQ2'23, Long-term debt: $5.5BQ2'23Q3'23, Cash and equivalents: $6.0BQ3'23, Long-term debt: $5.5BQ3'23Q4'23, Cash and equivalents: $6.1BQ4'23, Long-term debt: $5.5BQ4'23Q1'24, Cash and equivalents: $6.9BQ1'24, Long-term debt: $5.5BQ1'24Q2'24, Cash and equivalents: $7.1BQ2'24, Long-term debt: $5.5BQ2'24Q3'24, Cash and equivalents: $8.3BQ3'24, Long-term debt: $6.2BQ3'24Q4'24, Cash and equivalents: $8.0BQ4'24, Long-term debt: $5.5BQ4'24Q1'25, Cash and equivalents: $6.3BQ1'25, Long-term debt: $5.5BQ1'25Q2'25, Cash and equivalents: $6.2BQ2'25, Long-term debt: $5.5BQ2'25Q3'25, Cash and equivalents: $5.4BQ3'25, Long-term debt: $5.5BQ3'25Q4'25, Cash and equivalents: $7.2BQ4'25, Long-term debt: $6.5BQ4'25Q1'26, Cash and equivalents: $7.2BQ1'26, Long-term debt: $6.5BQ1'26Q2'26, Cash and equivalents: $6.3BQ2'26, Long-term debt: $5.3BQ2'26Q3'26, Cash and equivalents: $7.0BQ3'26, Long-term debt: $5.2BQ3'26$0$3B$5B$8B$10BQ4'22, Cash and equivalents: $2.0BQ4'22, Long-term debt: $5.5BQ1'23, Cash and equivalents: $3.5BQ1'23, Long-term debt: $5.5BQ1'23Q2'23, Cash and equivalents: $4.6BQ2'23, Long-term debt: $5.5BQ3'23, Cash and equivalents: $6.0BQ3'23, Long-term debt: $5.5BQ3'23Q4'23, Cash and equivalents: $6.1BQ4'23, Long-term debt: $5.5BQ1'24, Cash and equivalents: $6.9BQ1'24, Long-term debt: $5.5BQ1'24Q2'24, Cash and equivalents: $7.1BQ2'24, Long-term debt: $5.5BQ3'24, Cash and equivalents: $8.3BQ3'24, Long-term debt: $6.2BQ3'24Q4'24, Cash and equivalents: $8.0BQ4'24, Long-term debt: $5.5BQ1'25, Cash and equivalents: $6.3BQ1'25, Long-term debt: $5.5BQ1'25Q2'25, Cash and equivalents: $6.2BQ2'25, Long-term debt: $5.5BQ3'25, Cash and equivalents: $5.4BQ3'25, Long-term debt: $5.5BQ3'25Q4'25, Cash and equivalents: $7.2BQ4'25, Long-term debt: $6.5BQ1'26, Cash and equivalents: $7.2BQ1'26, Long-term debt: $6.5BQ1'26Q2'26, Cash and equivalents: $6.3BQ2'26, Long-term debt: $5.3BQ3'26, Cash and equivalents: $7.0BQ3'26, Long-term debt: $5.2BQ3'26

Positions at each quarter end, as filed; short-term investments are not included.

Income statement

Last eight quarters, newest first, through Q3 FY2026 filed August 20, 2026.

Applied Materials income statement, quarterly
Millions of dollarsQ3 FY2026ended Jul 26, 2026filed Aug 20, 2026Q2 FY2026ended Apr 26, 2026filed May 21, 2026Q1 FY2026ended Jan 25, 2026filed Feb 19, 2026Q4 FY2025ended Oct 26, 2025filed Dec 12, 2025Q3 FY2025ended Jul 27, 2025filed Aug 21, 2025Q2 FY2025ended Apr 27, 2025filed May 22, 2025Q1 FY2025ended Jan 26, 2025filed Feb 20, 2025Q4 FY2024ended Oct 27, 2024filed Dec 13, 2024YoYQ3 FY2026vs Q3 FY2025
Revenue9,1157,9107,0126,8007,3027,1007,1667,045+24.8%
Cost of revenue4,5293,9633,5773,5353,7403,6153,6703,710+21.1%
Gross profit4,5863,9473,4353,2653,5623,4853,4963,335+28.7%
Research and development1,1001,027928917901893859858+22.1%
Selling, general and administrative4113974114554284234621,052−4.0%
Operating income3,0752,5231,8311,7122,2332,1692,1752,046+37.7%
Other income (expense)(100)7715666263962218(85)−125.3%
Pretax income2,9073,2252,3282,2672,5632,3222,1191,895+13.4%
Income tax369419302370784185934164−52.9%
Net income2,5382,8062,0261,8971,7792,1371,1851,731+42.7%
Diluted EPS ($)3.173.512.54—2.222.631.45—+42.8%
Diluted shares (millions)800799799—802812819——

Fourth quarters are the fiscal year less the first nine months when the filer reports no discrete fourth quarter, and are marked. Diluted EPS is never derived, so a derived quarter shows none. Italic figures are derived.

Balance sheet

Last eight quarters, newest first, through Q3 FY2026 filed August 20, 2026.

Applied Materials balance sheet, quarterly
Millions of dollarsQ3 FY2026ended Jul 26, 2026filed Aug 20, 2026Q2 FY2026ended Apr 26, 2026filed May 21, 2026Q1 FY2026ended Jan 25, 2026filed Feb 19, 2026Q4 FY2025ended Oct 26, 2025filed Dec 12, 2025Q3 FY2025ended Jul 27, 2025filed Aug 21, 2025Q2 FY2025ended Apr 27, 2025filed May 22, 2025Q1 FY2025ended Jan 26, 2025filed Feb 20, 2025Q4 FY2024ended Oct 27, 2024filed Dec 13, 2024YoYQ3 FY2026vs Q3 FY2025
Cash and equivalents7,0376,3017,2187,2415,3846,1696,2648,022+30.7%
Short-term investments2,1961,9401,2931,3321,6305781,9491,449+34.7%
Total current assets25,09522,57121,04920,88119,71819,70820,69421,220+27.3%
Total assets43,52240,28637,64436,29934,21133,63233,33834,409+27.2%
Total current liabilities10,3578,9987,7537,9997,8837,9967,7368,468+31.4%
Long-term debt5,2455,2566,4536,4555,4635,4625,4615,460−4.0%
Total liabilities17,89616,37715,92715,88414,70714,67114,71315,408+21.7%
Stockholders’ equity25,62623,90921,71720,41519,50418,96118,62519,001+31.4%
Shares outstanding (millions)794794794793797802812814—

Positions at each period end. Nothing on this statement is derived. Long-term debt is the filed noncurrent line only; no total-debt composite is constructed across filers. Italic figures are derived.

Cash flow statement

Last eight quarters, newest first, through Q3 FY2026 filed August 20, 2026.

Applied Materials cash flow statement, quarterly
Millions of dollarsQ3 FY2026ended Jul 26, 2026filed Aug 20, 2026Q2 FY2026ended Apr 26, 2026filed May 21, 2026Q1 FY2026ended Jan 25, 2026filed Feb 19, 2026Q4 FY2025ended Oct 26, 2025filed Dec 12, 2025Q3 FY2025ended Jul 27, 2025filed Aug 21, 2025Q2 FY2025ended Apr 27, 2025filed May 22, 2025Q1 FY2025ended Jan 26, 2025filed Feb 20, 2025Q4 FY2024ended Oct 27, 2024filed Dec 13, 2024YoYQ3 FY2026vs Q3 FY2025
Operating cash flow3,0378451,6862,8282,6341,5719252,575+15.3%
Capital expenditures707635646785584510381407+21.1%
Free cash flow (CFO − capex)2,3302101,0402,0432,0501,0615442,168+13.7%
Depreciation and amortization151135127114113103105110+33.6%
Share repurchases4404003378511,0561,6701,3181,442−58.3%
Dividends paid420365365365368325326329+14.1%

10-Qs file cash flows as year-to-date totals, so quarterly figures are differenced from consecutive filings and marked. Free cash flow is operating cash flow less capital expenditures, computed from the two filed lines. Italic figures are derived.

Annual statements

Every fiscal year filed, newest first, through FY2025 filed December 12, 2025.

Income statement

Applied Materials income statement, annual
Millions of dollarsFY2025ended Oct 26, 2025filed Dec 12, 2025FY2024ended Oct 27, 2024filed Dec 13, 2024FY2023ended Oct 29, 2023filed Dec 15, 2023FY2022ended Oct 30, 2022filed Dec 16, 2022FY2021ended Oct 31, 2021filed Dec 17, 2021FY2020ended Oct 25, 2020filed Dec 11, 2020FY2019ended Oct 27, 2019filed Dec 13, 2019FY2018ended Oct 28, 2018filed Dec 13, 2018FY2017ended Oct 29, 2017filed Dec 15, 2017FY2016ended Oct 30, 2016filed Dec 15, 2016FY2015ended Oct 25, 2015filed Dec 9, 2015FY2014ended Oct 26, 2014filed Dec 17, 2014FY2013ended Oct 27, 2013filed Dec 4, 2013FY2012ended Oct 28, 2012filed Dec 5, 2012FY2011ended Oct 30, 2011filed Dec 6, 2011FY2010ended Oct 31, 2010filed Dec 10, 2010FY2009ended Oct 25, 2009filed Dec 11, 2009FY2008ended Oct 26, 2008filed Sep 1, 2009FY2007ended Oct 28, 2007filed Sep 1, 2009
Revenue28,36827,17626,51725,78523,06317,20214,60816,70514,69810,8259,6599,0727,5098,71910,5179,5495,0148,1299,735
Cost of revenue14,56014,27914,13313,79212,1499,5108,2229,1888,0866,3145,7075,2294,5185,4066,1575,8343,5834,6865,242
Gross profit13,80812,89712,38411,99310,9147,6926,3867,5176,6124,5113,9523,8432,9913,3134,3603,7151,4313,4434,492
Research and development3,5703,2333,1022,7712,4852,2342,0542,0221,7811,5401,4511,4281,3201,2371,1181,1439341,1041,142
Selling, general and administrative1,7681,7971,628735620567461483438390469502458595469942735506501
Operating income8,2897,8677,6547,7886,8894,3653,3504,4913,9362,1521,6931,5204324112,3981,384(394)1,3552,372
Other income (expense)1,25153230039118411561397816823———————
Pretax income9,2718,1527,7167,5996,7714,1663,2694,3963,8162,0131,5981,4483503162,3781,387(486)1,4092,440
Income tax2,2739758601,0748835475631,35829729222137694207452449(181)448729
Net income6,9987,1776,8566,5255,8883,6192,7063,0383,5191,7211,3771,0722561091,926938(305)9611,710
Diluted EPS ($)8.668.618.117.446.403.922.862.963.251.541.120.870.210.091.450.70(0.23)0.701.20
Diluted shares (millions)8088348458779199239451,0261,0841,1161,2261,2311,2191,2771,3301,3491,3331,3751,427

Balance sheet

Applied Materials balance sheet, annual
Millions of dollarsFY2025ended Oct 26, 2025filed Dec 12, 2025FY2024ended Oct 27, 2024filed Dec 13, 2024FY2023ended Oct 29, 2023filed Dec 15, 2023FY2022ended Oct 30, 2022filed Dec 16, 2022FY2021ended Oct 31, 2021filed Dec 17, 2021FY2020ended Oct 25, 2020filed Dec 11, 2020FY2019ended Oct 27, 2019filed Dec 13, 2019FY2018ended Oct 28, 2018filed Dec 13, 2018FY2017ended Oct 29, 2017filed Dec 15, 2017FY2016ended Oct 30, 2016filed Dec 15, 2016FY2015ended Oct 25, 2015filed Dec 9, 2015FY2014ended Oct 26, 2014filed Dec 17, 2014FY2013ended Oct 27, 2013filed Dec 4, 2013FY2012ended Oct 28, 2012filed Dec 5, 2012FY2011ended Oct 30, 2011filed Dec 6, 2011FY2010ended Oct 31, 2010filed Dec 10, 2010FY2009ended Oct 25, 2009filed Dec 11, 2009FY2008ended Oct 26, 2008filed Sep 1, 2009FY2007ended Oct 28, 2007filed Sep 1, 2009
Cash and equivalents7,2418,0226,1321,9954,9955,3513,1293,4405,0103,4064,7973,0021,7111,3925,9601,8581,5761,4111,203
Short-term investments1,3321,4497375864643874895902,266343168160180545283727638689—
Total current assets20,88121,22019,14715,92516,10713,36910,20610,60412,9188,3539,2616,9675,6425,10210,3556,7655,6896,664—
Total assets36,29934,40930,72926,72625,82522,35319,02417,63319,41914,57015,30813,17412,04312,10213,86110,9439,57411,006—
Total current liabilities7,9998,4687,3727,3796,3444,4594,4473,9224,1153,6323,7982,8232,4432,2652,7942,8881,9392,946—
Long-term debt6,4555,4605,4615,4575,4525,4484,7135,3095,3043,1253,3421,9471,9461,9461,947204201202—
Total liabilities15,88415,40814,38014,53213,57811,77510,81010,78810,0707,3537,6955,3064,9554,8675,0613,4072,4803,457—
Stockholders’ equity20,41519,00116,34912,19412,24710,5788,2146,8459,6307,4137,6137,8687,0887,2358,8007,5367,0947,5497,821
Shares outstanding (millions)7938148318448899149159591,0561,0771,1491,2211,2041,1981,3061,3281,341——

Cash flow statement

Applied Materials cash flow statement, annual
Millions of dollarsFY2025ended Oct 26, 2025filed Dec 12, 2025FY2024ended Oct 27, 2024filed Dec 13, 2024FY2023ended Oct 29, 2023filed Dec 15, 2023FY2022ended Oct 30, 2022filed Dec 16, 2022FY2021ended Oct 31, 2021filed Dec 17, 2021FY2020ended Oct 25, 2020filed Dec 11, 2020FY2019ended Oct 27, 2019filed Dec 13, 2019FY2018ended Oct 28, 2018filed Dec 13, 2018FY2017ended Oct 29, 2017filed Dec 15, 2017FY2016ended Oct 30, 2016filed Dec 15, 2016FY2015ended Oct 25, 2015filed Dec 9, 2015FY2014ended Oct 26, 2014filed Dec 17, 2014FY2013ended Oct 27, 2013filed Dec 4, 2013FY2012ended Oct 28, 2012filed Dec 5, 2012FY2011ended Oct 30, 2011filed Dec 6, 2011FY2010ended Oct 31, 2010filed Dec 10, 2010FY2009ended Oct 25, 2009filed Dec 11, 2009FY2008ended Oct 26, 2008filed Sep 1, 2009FY2007ended Oct 28, 2007filed Sep 1, 2009
Operating cash flow7,9588,6778,7005,3995,4423,8043,2473,7873,7892,5661,1631,8006231,8512,4291,7233331,7102,209
Capital expenditures2,2601,1901,106787668422441622345253215241197162209169249288265
Free cash flow (CFO − capex)5,6987,4877,5944,6124,7743,3822,8063,1653,4442,3139481,5594261,6892,2201,554841,4231,945
Depreciation and amortization435392515444394376363457407389371375410422246305291320268
Share repurchases4,8953,8232,1896,1033,7506492,4035,2831,1721,8921,32502451,416468350231,5001,332
Dividends paid1,3841,192975873838787771605430444487485456434397349319325306

Insider activity

Form 4 filings by officers, directors and 10% owners, November 1, 2024 to November 1, 2026. Only open-market purchases and sales count as buys and sells; awards, exercises, tax withholding and gifts are listed in grey and never counted.

Bought, three months
$0
0 purchases by 0 insiders; officers and directors $0
Sold, three months
$4M
3 sales by 3 insiders; officers and directors $4M
Bought, twelve months
$0
0 purchases by 0 insiders; officers and directors $0
Sold, twelve months
$181M
45 sales by 9 insiders; officers and directors $181M

The last 25 transactions

TradedInsiderRoleTransactionSharesPriceValueHeld afterFiled
Oct 2, 2026Sanders AdamCorp. Controller & CAOopen-market sale725$544.56$395K3,181Oct 5, 2026
Oct 1, 2026Sanders AdamCorp. Controller & CAOtax withholding269$529.30$142K3,906Oct 5, 2026
Oct 1, 2026Deane Timothy MSVP, Applied Global Servicestax withholding2,644$529.30$1M130,462Oct 5, 2026
Sep 8, 2026Bruner JudyDirectoropen-market saleindirect1,000$465.00$465K25,544Sep 10, 2026
Aug 27, 2026Palkhiwala Akash J.Directoraward279$0.00—279Aug 31, 2026
Aug 25, 2026Hill BriceSVP, CFOopen-market sale7,500$479.25$4M128,613Aug 27, 2026
Jul 1, 2026Sanders AdamCorp. Controller & CAOtax withholding125$650.91$81K4,155Jul 6, 2026
Jun 30, 2026Dickerson Gary EPresident and CEO, Directoropen-market sale19,970$735.22$15M2MJul 1, 2026
Jun 30, 2026Dickerson Gary EPresident and CEO, Directoropen-market sale30$736.05$22K2MJul 1, 2026
Jun 29, 2026Dickerson Gary EPresident and CEO, Directoropen-market sale50,332$700.21$35M2MJul 1, 2026
Jun 29, 2026Dickerson Gary EPresident and CEO, Directoropen-market sale7,989$701.33$6M2MJul 1, 2026
Jun 18, 2026Raja Prabu G.President, Semi. Products Grp.open-market saleindirect10,000$633.53$6M346,642Jun 22, 2026
Jun 16, 2026Iannotti Thomas JDirectoropen-market sale9,250$599.77$6M40,559Jun 17, 2026
Jun 16, 2026Iannotti Thomas JDirectorgift750$0.00—39,809Jun 17, 2026
Jun 16, 2026Nalamasu OmkaramSenior Vice President, CTOopen-market sale3,515$590.48$2M167,664Jun 17, 2026
Jun 16, 2026Nalamasu OmkaramSenior Vice President, CTOopen-market sale4,782$591.53$3M162,882Jun 17, 2026
Jun 16, 2026Nalamasu OmkaramSenior Vice President, CTOopen-market sale2,412$592.40$1M160,470Jun 17, 2026
Jun 16, 2026Nalamasu OmkaramSenior Vice President, CTOopen-market sale4,726$593.58$3M155,744Jun 17, 2026
Jun 16, 2026Nalamasu OmkaramSenior Vice President, CTOopen-market sale1,125$594.85$669K154,619Jun 17, 2026
Jun 16, 2026Nalamasu OmkaramSenior Vice President, CTOopen-market sale4,028$595.50$2M150,591Jun 17, 2026
Jun 16, 2026Nalamasu OmkaramSenior Vice President, CTOopen-market sale3,675$596.52$2M146,916Jun 17, 2026
Jun 16, 2026Dickerson Gary EPresident and CEO, Directoropen-market sale15,755$590.52$9M2MJun 17, 2026
Jun 16, 2026Dickerson Gary EPresident and CEO, Directoropen-market sale9,186$591.40$5M2MJun 17, 2026
Jun 16, 2026Dickerson Gary EPresident and CEO, Directoropen-market sale10,411$592.18$6M2MJun 17, 2026
Jun 16, 2026Dickerson Gary EPresident and CEO, Directoropen-market sale4,682$593.51$3M2MJun 17, 2026

Full insider history for Applied Materials, or insider activity across all companies. A record of filings, not a recommendation.

Tracked funds holding it

3 of the tracked managers held AMAT in their latest 13F filing, through August 14, 2026. Weight is the share of the fund’s reported portfolio. How the funds have traded AMAT by quarter.

FundManagerQuarterValueSharesWeightMove
Lone Pine CapitalSteve MandelQ2 2026$873M1M5.34%new
Altimeter CapitalBrad GerstnerQ2 2026$189M261,9501.93%new
Baron Capital GroupRon BaronQ2 2026$2M3,3920.00%new

Sources

Fiscal year ends in month 10; periods are labeled with the issuer's own fiscal calendar. Values are as most recently filed (restatements apply; per-share values are on current split basis per the connector's split table, flagged in adjusted). Flow items flagged in `derived` were computed (Q4 = FY − nine months; quarterly cash flow differenced from year-to-date filings) rather than read from a filing. `reconciliation.repaired` lists periods where a full-year figure was filed in a quarter slot: that row was dropped and the quarter rebuilt from the annual figure. `reconciliation.quarantined` lists periods where four filed quarters do not sum to the filed year — those quarterly values are withheld, so a blank there is a withholding rather than an absence of reporting.

Filer
APPLIED MATERIALS INC /DE, CIK 6951 on EDGAR
Extract generated
August 27, 2026
Withheld
5 line-years whose four quarters do not sum to the filed year: opex sga FY2010, opex sga FY2012, gross profit FY2017, net income FY2017, revenue FY2017
Repaired
2 quarters where a full-year figure was filed in a quarter slot and the quarter was rebuilt: operating income FY2012, pretax income FY2012
XBRL concepts behind each line

Income statement

Revenue: RevenueFromContractWithCustomerExcludingAssessedTax, Revenues, SalesRevenueNet
Cost of revenue: CostOfGoodsAndServicesSold
Gross profit: GrossProfit
Research and development: ResearchAndDevelopmentExpense
Selling, general and administrative: GeneralAndAdministrativeExpense, SellingGeneralAndAdministrativeExpense
Operating income: OperatingIncomeLoss
Other income (expense): OtherNonoperatingIncomeExpense
Pretax income: IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest, IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments
Income tax: IncomeTaxExpenseBenefit
Net income: NetIncomeLoss
Diluted EPS ($): EarningsPerShareDiluted
Diluted shares (millions): WeightedAverageNumberOfDilutedSharesOutstanding

Balance sheet

Cash and equivalents: CashAndCashEquivalentsAtCarryingValue
Short-term investments: ShortTermInvestments
Total current assets: AssetsCurrent
Total assets: Assets
Total current liabilities: LiabilitiesCurrent
Long-term debt: LongTermDebtNoncurrent
Total liabilities: Liabilities
Stockholders’ equity: StockholdersEquity
Shares outstanding (millions): dei:EntityCommonStockSharesOutstanding

Cash flow statement

Operating cash flow: NetCashProvidedByUsedInOperatingActivities
Capital expenditures: PaymentsToAcquireProductiveAssets, PaymentsToAcquirePropertyPlantAndEquipment
Free cash flow (CFO − capex): not filed
Depreciation and amortization: DepreciationAndAmortization, DepreciationDepletionAndAmortization
Share repurchases: PaymentsForRepurchaseOfCommonStock
Dividends paid: PaymentsOfDividends

The data

The statements on this page as files, generated August 27, 2026.

JSON file
/data/financials/AMAT.json