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Apr 27, 2025
Applied Materials Q2 2025 Earnings Report
Applied Materials reported strong Q2 2025 results with record EPS and robust demand in semiconductor technologies.
Key Takeaways
Applied Materials delivered a solid performance in Q2 2025 with $7.1B in revenue and record EPS, driven by growth in AI semiconductor demand and consistent shareholder returns.
Achieved record GAAP EPS of $2.63 and non-GAAP EPS of $2.39.
Revenue rose to $7.1B, reflecting continued strength in semiconductor demand.
Returned $2B to shareholders through buybacks and dividends.
Strong operating margin of 30.5% supported by effective cost control.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Applied Materials expects Q3 FY2025 revenue of approximately $7.2B, with stable margins and earnings supported by ongoing semiconductor demand.
Positive Outlook
- Revenue guidance set at $7.2B ± $500M for Q3 FY2025.
- Non-GAAP gross margin forecasted at 48.3%.
- Non-GAAP EPS expected around $2.35 ± $0.20.
- Tax benefit of $0.04/share from intra-entity intangible asset transfers.
- Demand for AI computing continuing to drive growth.
Challenges Ahead
- Guidance does not account for unknown future charges.
- Macroeconomic and trade environment remains dynamic.
- Export regulation risks may impact international operations.
- China revenue significantly down year over year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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