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AMAT APPLIED MATERIALS INC /DE

Trailing twelve months to 2026-07-26 · as filed 2026-08-20, not restated
Technology

Scale

Market cap
$375.6bn
Revenue TTM
$30.8bn
Net income TTM
$9.3bn
Free cash flow
$5.6bn
Composite score
44.7
Sector rank
#30

Valuation

P / E
40.5
EV / EBITDA
EV / sales
12.1
FCF yield
1.50%
Earnings yield vs 10-yr
-2.26pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
30.1%
EBITDA margin
ROE
36.2%
ROIC
39.9%
Revenue growth
7.8%

Insider activity, last 90 days

Net open-market
$-172.63m
Buyers
0
Sellers
6

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our portfolio of equipment and service products is highly technical and is sold primarily through a direct sales force. Industry conditions that affect AGS’ sales of spares and services are primarily characterized by changes in semiconductor manufacturers’ wafer starts and utilization rates, growth of the installed base of equipment and growing service intensity of newer tools. The following table presents certain significant measurements for the periods presented: Revenue Revenue by segment for the periods presented was as follows: Revenue for Semiconductor Systems by market for the periods presented was as follows: Revenue in the three and nine months ended July 26, 2026 increased compared …APPLIED MATERIALS INC /DE, 10-Q, period ended 2026-07-26, filed 2026-08-20

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