Screener / SEC EDGAR /CIK 0000006951 /10-K filed Dec 12, 2025, compared with Dec 13, 2024 /Numbers from the XBRL of the 10-Ks

Nasdaq Technology · Semiconductors

Applied Materials AMAT

New risk paragraphs 9 Not in last year's 10-K Accounting checks 0 worth reading about, of 11 checks Insider buys 0 open-market, last 90 days Filings 2 in the last 30 days

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AMAT among the 75 companies we cover

Where it stands · the better end on the right. The band holds the middle half; the line is the median.

All 75

Sales growth

+8.0%+24.1%

+4.4%67th of 75 · median +14.1%

Net margin

10.2%30.1%

30.1%19th of 75 · median 19.1%

Return on equity

12.3%38.4%

36.2%21st of 69 · median 23.9%

Free cash flow margin

15.5%31.7%

18.2%45th of 71 · median 22.3%

Debt / equity (less is better)

0.760.27

0.3018th of 61 · median 0.46

AMAT and 9 peers, year by year

The 9 Technology companies closest to AMAT in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

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AAPL ACIW ACN ADBE ADI ADSK AEIS AGYS AKAM ALAB ALGM ALKT ALRM AMBA AMD AMKR ANET APH APLD APPF AUR AVGO AVPT AVTR BB BBAI BILL BL BLKB BMI BOX BRKR BRZE BSY CACI CARG CCC CDNS CDW CGNX CIEN CLS COHR CRDO CRM CRUS CRWD CRWV CSCO CTSH CVLT DBX DDOG DELL DIOD DOCN DOCS DOCU DT DUOL DV DXC ENPH ENR ENS ENVX EPAM ESE ESTC EVTC FFIV FICO FLEX FLUT FN FORM FROG FRSH FSLR FTNT GDDY GEN GLW GTLB GTM GWRE HPE HPQ HUBS IBM INTA INTC INTU IONQ IOT IPGP IT ITRI JBL KD KEYS KLAC KLIC KVYO LIF LITE LOGI LRCX LSCC MANH MBLY MCHP MDB MGNI MIR MKSI MPWR MQ MRCY MRVL MSFT MSI MTCH MTSI MU NATL NCNO NET NOVT NOW NTAP NTCT NTNX NVDA NXPI NXT OKTA OLED ON ONTO ORCL OSIS OTEX P PANW PAR PATH PAYC PBI PCOR PCTY PEGA PI PINS PLTR PLXS POWI PPLI PRGS PSN PTC Q QBTS QCOM QLYS QS QTWO QUBT RAL RBLX RBRK RGTI RMBS RNG ROP RUM S SAIC SANM SHOP SITM SLAB SMCI SMTC SNAP SNDK SNOW SNPS SOUN SPB SPSC SSNC ST STX SWKS SYNA TDC TDY TEAM TEL TEM TENB TER TOST TRIP TRMB TTAN TTD TTMI TWLO TXN TYL U UI UPWK VERX VIAV VISN VNT VRNS VRSN VSH VYX WAY WDAY WDC WK YOU ZBRA ZETA ZM ZS

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Each company's latest fiscal year
Company	Year	Revenue	Sales growth	Gross margin	Operating margin	Net margin	FCF margin	Return on equity	Debt / equity
AMAT Applied Materials	FY2025	$28.4B	+4.4%	48.7%	29.2%	24.7%	20.1%	34.3%	0.32
FLEX Flex Ltd.	FY2026	$27.9B	+8.1%	9.2%	4.9%	3.2%	3.8%	17.1%	0.73
SNDK Sandisk	FY2026	$20.2B	+175%	71.5%	61.2%	56.5%	56.8%	72.7%	0.00
APH Amphenol	FY2025	$23.1B	+51.7%	36.9%	25.4%	18.5%	19.0%	31.8%	1.16
LRCX Lam Research	FY2026	$23.2B	+26.0%	50.5%	35.3%	31.3%	21.1%	58.3%	0.30
ADBE Adobe Inc.	FY2025	$23.8B	+10.5%	89.3%	36.6%	30.0%	41.4%	61.3%	0.53
JBL Jabil	FY2026	$36.0B	+20.6%	9.2%	4.7%	2.9%	3.8%	64.6%	2.09
CDW CDW Corporation	FY2025	$22.4B	+6.8%	21.7%	7.4%	4.8%	4.9%	40.9%	2.16
CTSH Cognizant	FY2025	$21.1B	+7.0%	-	16.1%	10.6%	12.3%	14.9%	0.04
INTU Intuit	FY2026	$21.4B	+13.9%	-	27.4%	21.3%	40.4%	24.0%	0.40

Revenuepeer median $23.1B

Sales growthpeer median +13.9%

Gross marginpeer median 36.9%

Operating marginpeer median 25.4%

Net marginpeer median 18.5%

FCF marginpeer median 19.0%

Return on equitypeer median 40.9%

Debt / equitypeer median 0.53

Revenue, FY2016 to FY2025

Revenue as reported in the 10-K.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from $4.7B to $34.7B. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	$10.8B	$14.7B	$16.7B	$14.6B	$17.2B	$23.1B	$25.8B	$26.5B	$27.2B	$28.4B
FLEX Mar	$24.4B	$23.9B	$25.4B	$26.2B	$24.2B	$24.1B	$24.6B	$28.5B	$26.4B	$25.8B
SNDK Jul	-	-	-	-	-	-	-	$6.1B	$6.7B	$7.4B
APH Dec	$6.3B	$7.0B	$8.2B	$8.2B	$8.6B	$10.9B	$12.6B	$12.6B	$15.2B	$23.1B
LRCX Jun	$5.9B	$8.0B	$11.1B	$9.7B	$10.0B	$14.6B	$17.2B	$17.4B	$14.9B	$18.4B
ADBE Nov	$5.9B	$7.3B	$9.0B	$11.2B	$12.9B	$15.8B	$17.6B	$19.4B	$21.5B	$23.8B
JBL Aug	$18.4B	$19.1B	$22.1B	$25.3B	$27.3B	$29.3B	$33.5B	$34.7B	$28.9B	$29.8B
CDW Dec	$14.0B	$15.2B	$16.2B	$18.0B	$18.5B	$20.8B	$23.7B	$21.4B	$21.0B	$22.4B
CTSH Dec	$13.5B	$14.8B	$16.1B	$16.8B	$16.7B	$18.5B	$19.4B	$19.4B	$19.7B	$21.1B
INTU Jul	$4.7B	$5.2B	$6.0B	$6.8B	$7.7B	$9.6B	$12.7B	$14.4B	$16.3B	$18.8B
Peer median	$9.9B	$11.4B	$13.6B	$14.0B	$14.8B	$17.1B	$18.5B	$19.4B	$19.7B	$22.4B

Sales growth, FY2016 to FY2025

Revenue against the fiscal year before.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from −16.8% to +51.7%. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	+12.1%	+34.3%	+13.7%	−12.6%	+17.8%	+34.1%	+11.8%	+2.8%	+2.5%	+4.4%
FLEX Mar	-	−2.3%	+6.6%	+3.0%	−7.6%	−0.4%	+7.9%	+15.7%	−7.3%	−2.3%
SNDK Jul	-	-	-	-	-	-	-	-	+9.5%	+10.4%
APH Dec	-	+11.5%	+17.0%	+0.3%	+4.5%	+26.5%	+16.1%	−0.5%	+21.3%	+51.7%
LRCX Jun	-	+36.1%	+38.2%	−12.9%	+4.1%	+45.6%	+17.8%	+1.2%	−14.5%	+23.7%
ADBE Nov	+22.1%	+24.7%	+23.7%	+23.7%	+15.2%	+22.7%	+11.5%	+10.2%	+10.8%	+10.5%
JBL Aug	-	+3.9%	+15.9%	+14.4%	+7.8%	+7.4%	+14.3%	+3.7%	−16.8%	+3.2%
CDW Dec	+7.6%	+8.5%	+9.5%	+11.0%	+2.4%	+12.7%	+14.1%	−10.0%	−1.8%	+6.8%
CTSH Dec	+8.6%	+9.8%	+8.9%	+4.1%	−0.8%	+11.1%	+5.0%	−0.4%	+2.0%	+7.0%
INTU Jul	-	+10.3%	+16.0%	+12.6%	+13.2%	+25.4%	+32.1%	+12.9%	+13.3%	+15.6%
Peer median	+8.6%	+10.0%	+15.9%	+7.6%	+4.3%	+17.7%	+14.2%	+2.4%	+2.0%	+10.4%

Gross margin, FY2016 to FY2025

Gross profit / revenue.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from 5.5% to 89.3%. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	41.7%	45.0%	45.0%	43.7%	44.7%	47.3%	46.5%	46.7%	47.5%	48.7%
FLEX Mar	6.6%	6.4%	6.3%	5.8%	5.5%	7.0%	7.2%	6.9%	7.1%	8.4%
SNDK Jul	-	-	-	-	-	-	-	7.1%	16.1%	30.1%
APH Dec	32.5%	32.9%	32.4%	31.8%	31.0%	31.3%	31.9%	32.5%	33.8%	36.9%
LRCX Jun	44.5%	45.0%	46.6%	45.1%	45.9%	46.5%	45.7%	44.6%	47.3%	48.7%
ADBE Nov	86.0%	86.2%	86.8%	85.0%	86.6%	88.2%	87.7%	87.9%	89.0%	89.3%
JBL Aug	8.3%	8.1%	7.7%	7.6%	7.1%	8.1%	7.9%	8.3%	9.3%	8.9%
CDW Dec	16.7%	16.1%	16.7%	16.9%	17.4%	17.1%	19.7%	21.8%	21.9%	21.7%
CTSH Dec	-	-	-	-	-	-	-	-	-	-
INTU Jul	-	-	-	-	-	-	-	-	-	-
Peer median	24.6%	24.5%	24.5%	24.3%	24.2%	24.2%	25.8%	21.8%	21.9%	30.1%

Operating margin, FY2016 to FY2025

Operating income / revenue.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from −33.4% to 36.8%. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	19.9%	26.8%	26.9%	22.9%	25.4%	29.9%	30.2%	28.9%	28.9%	29.2%
FLEX Mar	-	-	-	-	1.7%	3.3%	3.6%	3.6%	3.2%	4.5%
SNDK Jul	-	-	-	-	-	-	-	−33.4%	−7.0%	−18.7%
APH Dec	19.2%	20.4%	20.6%	19.7%	19.1%	19.4%	20.5%	20.4%	20.7%	25.4%
LRCX Jun	18.3%	23.7%	29.0%	25.5%	26.6%	30.6%	31.2%	29.7%	28.6%	32.0%
ADBE Nov	25.5%	29.7%	31.5%	29.3%	32.9%	36.8%	34.6%	34.3%	31.3%	36.6%
JBL Aug	2.8%	2.2%	2.5%	2.8%	1.8%	3.6%	4.2%	4.4%	7.0%	4.0%
CDW Dec	5.9%	5.7%	6.1%	6.3%	6.4%	6.8%	7.3%	7.9%	7.9%	7.4%
CTSH Dec	17.0%	16.8%	17.4%	14.6%	12.7%	15.3%	15.3%	13.9%	14.7%	16.1%
INTU Jul	26.5%	27.3%	25.9%	27.3%	28.3%	26.0%	20.2%	21.9%	22.3%	26.1%
Peer median	18.3%	20.4%	20.6%	19.7%	15.9%	17.3%	17.7%	13.9%	14.7%	16.1%

Net margin, FY2016 to FY2025

Net income / revenue.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from −35.2% to 40.9%. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	15.9%	23.9%	18.2%	18.5%	21.0%	25.5%	25.3%	25.9%	26.4%	24.7%
FLEX Mar	1.8%	1.3%	1.7%	0.4%	0.4%	2.5%	3.8%	2.8%	3.8%	3.2%
SNDK Jul	-	-	-	-	-	-	-	−35.2%	−10.1%	−22.3%
APH Dec	13.1%	9.3%	14.7%	14.0%	14.0%	14.6%	15.1%	15.4%	15.9%	18.5%
LRCX Jun	15.5%	21.2%	21.5%	22.7%	22.4%	26.7%	26.7%	25.9%	25.7%	29.1%
ADBE Nov	20.0%	23.2%	28.7%	26.4%	40.9%	30.5%	27.0%	28.0%	25.9%	30.0%
JBL Aug	1.4%	0.7%	0.4%	1.1%	0.2%	2.4%	3.0%	2.4%	4.8%	2.2%
CDW Dec	3.0%	3.4%	4.0%	4.1%	4.3%	4.7%	4.7%	5.2%	5.1%	4.8%
CTSH Dec	11.5%	10.2%	13.0%	11.0%	8.4%	11.5%	11.8%	11.0%	11.3%	10.6%
INTU Jul	20.9%	19.0%	22.1%	23.0%	23.8%	21.4%	16.2%	16.6%	18.2%	20.5%
Peer median	12.3%	9.7%	13.9%	12.5%	11.2%	13.1%	13.4%	11.0%	11.3%	10.6%

Free cash flow, FY2016 to FY2025

Cash from operations minus capital spending.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from −$4.4B to $9.9B. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	$2.3B	$3.4B	$3.2B	$2.8B	$3.4B	$4.8B	$4.6B	$7.6B	$7.5B	$5.7B
FLEX Mar	$625.8M	−$4.3B	−$4.4B	−$3.7B	−$2.0B	−$207.0M	$581.0M	$315.0M	$796.0M	$1.1B
SNDK Jul	-	-	-	-	-	-	-	−$932.0M	−$475.0M	−$120.0M
APH Dec	$886.8M	$917.6M	$802.1M	$1.2B	$1.3B	$1.2B	$1.8B	$2.2B	$2.1B	$4.4B
LRCX Jun	$1.2B	$1.9B	$2.4B	$2.9B	$1.9B	$3.2B	$2.6B	$4.7B	$4.3B	$5.4B
ADBE Nov	$2.0B	$2.7B	$3.8B	$4.0B	$5.3B	$6.9B	$7.4B	$6.9B	$7.9B	$9.9B
JBL Aug	−$8.0M	−$2.2B	−$2.1B	$188.0M	$274.0M	$274.0M	$266.0M	$704.0M	$932.0M	$1.2B
CDW Dec	$540.5M	$696.6M	$819.8M	$790.9M	$1.2B	$684.6M	$1.2B	$1.5B	$1.2B	$1.1B
CTSH Dec	$1.3B	$2.1B	$2.2B	$2.1B	$2.9B	$2.2B	$2.2B	$2.0B	$1.8B	$2.6B
INTU Jul	$1.0B	$1.5B	$2.1B	$2.2B	$2.4B	$3.2B	$3.7B	$4.8B	$4.7B	$6.1B
Peer median	$965.4M	$1.2B	$1.4B	$1.7B	$1.6B	$1.7B	$2.0B	$2.0B	$1.8B	$2.6B

FCF margin, FY2016 to FY2025

Free cash flow / revenue.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from −18.2% to 43.6%. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	21.4%	23.4%	18.9%	19.2%	19.7%	20.7%	17.9%	28.6%	27.6%	20.1%
FLEX Mar	2.6%	−18.2%	−17.4%	−14.1%	−8.2%	−0.9%	2.4%	1.1%	3.0%	4.1%
SNDK Jul	-	-	-	-	-	-	-	−15.3%	−7.1%	−1.6%
APH Dec	14.1%	13.1%	9.8%	14.7%	15.3%	10.8%	14.2%	17.2%	14.1%	19.0%
LRCX Jun	20.0%	23.4%	21.5%	29.8%	19.1%	22.1%	14.8%	26.8%	28.6%	29.4%
ADBE Nov	34.1%	37.5%	41.7%	36.0%	41.2%	43.6%	42.0%	35.8%	36.6%	41.4%
JBL Aug	0.0%	−11.4%	−9.7%	0.7%	1.0%	0.9%	0.8%	2.0%	3.2%	3.9%
CDW Dec	3.9%	4.6%	5.0%	4.4%	6.3%	3.3%	5.1%	6.8%	5.5%	4.9%
CTSH Dec	10.0%	14.3%	13.7%	12.6%	17.4%	12.0%	11.5%	10.4%	9.3%	12.3%
INTU Jul	22.2%	28.8%	34.4%	33.1%	30.7%	33.2%	29.3%	33.7%	28.8%	32.5%
Peer median	12.0%	13.7%	11.8%	13.6%	16.4%	11.4%	12.8%	10.4%	9.3%	12.3%

Return on equity, FY2016 to FY2025

Net income / shareholders' equity at the year end.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from −18.7% to 140.1%. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	23.2%	36.5%	44.4%	32.9%	34.2%	48.1%	53.5%	41.9%	37.8%	34.3%
FLEX Mar	17.3%	12.1%	14.2%	3.1%	3.1%	17.8%	22.7%	14.8%	18.9%	16.8%
SNDK Jul	-	-	-	-	-	-	-	−18.7%	−6.1%	−17.8%
APH Dec	22.4%	16.3%	30.0%	25.5%	22.3%	25.2%	27.1%	23.1%	24.8%	31.8%
LRCX Jun	15.5%	24.9%	36.6%	46.9%	43.5%	64.8%	73.4%	54.9%	44.8%	54.3%
ADBE Nov	15.7%	20.0%	27.7%	28.0%	39.7%	32.6%	33.8%	32.9%	39.4%	61.3%
JBL Aug	10.4%	5.5%	4.4%	15.2%	3.0%	32.6%	40.6%	28.5%	79.9%	43.4%
CDW Dec	40.6%	53.1%	65.9%	76.7%	60.8%	140.1%	69.5%	54.1%	45.8%	40.9%
CTSH Dec	14.5%	14.1%	18.4%	16.7%	12.8%	17.8%	18.6%	16.1%	15.5%	14.9%
INTU Jul	65.6%	58.0%	47.2%	41.5%	35.8%	20.9%	12.6%	13.8%	16.1%	19.6%
Peer median	16.5%	18.2%	28.8%	26.8%	29.1%	28.9%	30.5%	23.1%	24.8%	31.8%

Debt / equity, FY2016 to FY2025

Total debt / shareholders' equity at the year end.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from 0.00 to 9.72. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	0.45	0.55	0.78	0.72	0.52	0.45	0.45	0.34	0.37	0.32
FLEX Mar	1.09	1.12	0.98	1.03	1.01	1.11	1.02	0.69	0.61	0.74
SNDK Jul	-	-	-	-	-	-	-	-	0.00	0.20
APH Dec	0.82	0.89	0.89	0.80	0.72	0.76	0.65	0.52	0.70	1.16
LRCX Jun	0.73	0.39	0.36	0.95	1.12	0.82	0.79	0.60	0.58	0.45
ADBE Nov	0.25	0.22	0.44	0.39	0.31	0.28	0.29	0.22	0.29	0.53
JBL Aug	0.85	0.87	1.29	1.32	1.51	1.35	1.17	1.00	1.66	1.91
CDW Dec	3.09	3.28	3.29	3.45	3.03	9.72	3.69	2.76	2.48	2.16
CTSH Dec	0.09	0.09	0.07	0.07	0.06	0.06	0.05	0.05	0.06	0.04
INTU Jul	0.67	0.29	0.16	0.12	0.66	0.21	0.42	0.35	0.33	0.30
Peer median	0.78	0.63	0.66	0.87	0.86	0.79	0.72	0.56	0.58	0.53

EPS (diluted), FY2016 to FY2025

Diluted earnings per share, on today's share count after splits.

AMAT is the bold green line, each peer a thinner cyan one, on one scale from −$14.78 to $16.70. A gap is a year with no number.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	$1.54	$3.25	$2.96	$2.86	$3.92	$6.40	$7.44	$8.11	$8.61	$8.66
FLEX Mar	$0.79	$0.59	$0.80	$0.18	$0.17	$1.21	$1.94	$1.72	$2.28	$2.11
SNDK Jul	-	-	-	-	-	-	-	−$14.78	−$4.63	−$11.32
APH Dec	$0.33	$0.26	$0.48	$0.47	$0.49	$0.64	$0.77	$0.78	$0.96	$1.67
LRCX Jun	$0.52	$0.92	$1.32	$1.37	$1.51	$2.69	$3.27	$3.32	$2.90	$4.15
ADBE Nov	$2.32	$3.38	$5.20	$6.00	$10.83	$10.02	$10.10	$11.82	$12.36	$16.70
JBL Aug	$1.32	$0.69	$0.49	$1.81	$0.35	$4.58	$6.90	$6.02	$11.17	$5.92
CDW Dec	$2.56	$3.31	$4.19	$4.99	$5.45	$7.04	$8.13	$8.10	$7.97	$8.08
CTSH Dec	$2.55	$2.53	$3.60	$3.29	$2.57	$4.05	$4.41	$4.21	$4.51	$4.56
INTU Jul	$3.69	$3.78	$5.09	$5.89	$6.92	$7.56	$7.28	$8.42	$10.43	$13.67
Peer median	$1.82	$1.73	$2.46	$2.55	$2.04	$4.31	$5.66	$4.21	$4.51	$4.56

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out AMAT and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more

Sources

Each company's 10-K, from SEC's XBRL company facts. Every number links to its filing in the Inline XBRL viewer.

Also

Financials: AMAT's own statements, year by year. Compare: the whole peer group on one page.

Work with it

Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/AMAT/export.csv") into a cell.

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