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Oct 26, 2025
Applied Materials Q4 2025 Earnings Report
Applied Materials reported a decline in revenue and non-GAAP EPS for Q4 2025, but GAAP EPS and net income rose year over year.
Key Takeaways
Applied Materials faced a slight year-over-year revenue dip in Q4 2025, but continued to demonstrate resilience with rising GAAP EPS and strong net income. The company remains well-positioned for long-term growth driven by AI and semiconductor demand.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Applied Materials expects Q1 FY2026 revenue of $6.85B ± $500M and non-GAAP EPS of $2.18 ± $0.20, with anticipated demand growth in the second half of calendar 2026.
Positive Outlook
- Strong positioning in AI-driven semiconductor growth
- Sixth consecutive year of annual growth achieved
- Targeted R&D investments for next-gen chips
- Record annual revenue and GAAP EPS
- Demand growth expected in H2 2026
Challenges Ahead
- Quarterly revenue declined 3% YoY
- Non-GAAP EPS down 6% YoY
- Lower semiconductor systems revenue YoY
- Declining China and U.S. revenues
- Free cash flow declined YoY
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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