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Jul 27
Applied Materials Q3 2025 Earnings Report
Applied Materials reported record revenue and earnings for the third quarter of fiscal 2025.
Key Takeaways
The company delivered record revenue of $7.3 billion and a record non-GAAP EPS of $2.48, supported by strength in Semiconductor Systems. Despite macroeconomic uncertainty and challenges in China, Applied Materials achieved strong profitability and solid cash flow.
Record quarterly revenue of $7.3 billion, up 8% YoY
GAAP EPS of $2.22 and record non-GAAP EPS of $2.48
Net income rose to $1.779 billion
Strong operating income of $2.233 billion and gross margin of 48.8%
Applied Materials
Applied Materials
Applied Materials Revenue by Segment
Applied Materials Revenue by Geographic Location
Revenue by Segment
Semiconductor Systems Revenue
CapyFin.comApplied Global Services Revenue
CapyFin.comDisplay Revenue
CapyFin.comCorporate and Other Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.comEurope Revenue
CapyFin.comJapan Revenue
CapyFin.comKorea Revenue
CapyFin.comTaiwan Revenue
CapyFin.comSoutheast Asia Revenue
CapyFin.comChina Revenue
CapyFin.com Forward Guidance
Applied expects Q4 revenue to decline due to capacity digestion in China and timing-related demand from leading-edge customers.
Positive Outlook
- Strong customer relationships provide resiliency
- Robust supply chain helps navigate uncertainty
- Global manufacturing footprint supports flexibility
- Confidence in long-term semiconductor demand
- Operational excellence maintained
Challenges Ahead
- Expected revenue decline in Q4 FY25
- Near-term uncertainty from China market
- Non-linear demand from advanced-node customers
- Geopolitical and policy risks remain
- Lower visibility impacting planning
Revenue & Expenses
Visualization of income flow from segment revenue to net income