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AMATApplied Materials

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Where it stands

AMAT among the 75 companies we cover

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Every dot is one of the 75 companies, the better end on the right. Hover a dot for the company.

Sales growth

+4.4%67th of 75 · median +14.1%

Net margin

30.1%19th of 75 · median 19.1%

Return on equity

36.2%21st of 69 · median 23.9%

Free cash flow margin

18.2%45th of 71 · median 22.3%

Debt / equity (less is better)

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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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

RevenueSales growthGross marginOperating marginNet marginFree cash flowFCF marginReturn on equityDebt / equityEPS (diluted)

Revenue, FY2021 to FY2025

Revenue as reported in the 10-K.

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	$23.1B	$25.8B	$26.5B	$27.2B	$28.4B
FLEX Mar	$24.1B	$24.6B	$28.5B	$26.4B	$25.8B
SNDK Jul	-	-	$6.1B	$6.7B	$7.4B
APH Dec	$10.9B	$12.6B	$12.6B	$15.2B	$23.1B
LRCX Jun	$14.6B	$17.2B	$17.4B	$14.9B	$18.4B
ADBE Nov	$15.8B	$17.6B	$19.4B	$21.5B	$23.8B
JBL Aug	$29.3B	$33.5B	$34.7B	$28.9B	$29.8B
CDW Dec	$20.8B	$23.7B	$21.4B	$21.0B	$22.4B
CTSH Dec	$18.5B	$19.4B	$19.4B	$19.7B	$21.1B
INTU Jul	$9.6B	$12.7B	$14.4B	$16.3B	$18.8B
Peer median	$17.1B	$18.5B	$19.4B	$19.7B	$22.4B

Sales growth, FY2021 to FY2025

Revenue against the fiscal year before.

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	+34.1%	+11.8%	+2.8%	+2.5%	+4.4%
FLEX Mar	−0.4%	+7.9%	+15.7%	−7.3%	−2.3%
SNDK Jul	-	-	-	+9.5%	+10.4%
APH Dec	+26.5%	+16.1%	−0.5%	+21.3%	+51.7%
LRCX Jun	+45.6%	+17.8%	+1.2%	−14.5%	+23.7%
ADBE Nov	+22.7%	+11.5%	+10.2%	+10.8%	+10.5%
JBL Aug	+7.4%	+14.3%	+3.7%	−16.8%	+3.2%
CDW Dec	+12.7%	+14.1%	−10.0%	−1.8%	+6.8%
CTSH Dec	+11.1%	+5.0%	−0.4%	+2.0%	+7.0%
INTU Jul	+25.4%	+32.1%	+12.9%	+13.3%	+15.6%
Peer median	+17.7%	+14.2%	+2.4%	+2.0%	+10.4%

Gross margin, FY2021 to FY2025

Gross profit / revenue.

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	47.3%	46.5%	46.7%	47.5%	48.7%
FLEX Mar	7.0%	7.2%	6.9%	7.1%	8.4%
SNDK Jul	-	-	7.1%	16.1%	30.1%
APH Dec	31.3%	31.9%	32.5%	33.8%	36.9%
LRCX Jun	46.5%	45.7%	44.6%	47.3%	48.7%
ADBE Nov	88.2%	87.7%	87.9%	89.0%	89.3%
JBL Aug	8.1%	7.9%	8.3%	9.3%	8.9%
CDW Dec	17.1%	19.7%	21.8%	21.9%	21.7%
CTSH Dec	-	-	-	-	-
INTU Jul	-	-	-	-	-
Peer median	24.2%	25.8%	21.8%	21.9%	30.1%

Operating margin, FY2021 to FY2025

Operating income / revenue.

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	29.9%	30.2%	28.9%	28.9%	29.2%
FLEX Mar	3.3%	3.6%	3.6%	3.2%	4.5%
SNDK Jul	-	-	−33.4%	−7.0%	−18.7%
APH Dec	19.4%	20.5%	20.4%	20.7%	25.4%
LRCX Jun	30.6%	31.2%	29.7%	28.6%	32.0%
ADBE Nov	36.8%	34.6%	34.3%	31.3%	36.6%
JBL Aug	3.6%	4.2%	4.4%	7.0%	4.0%
CDW Dec	6.8%	7.3%	7.9%	7.9%	7.4%
CTSH Dec	15.3%	15.3%	13.9%	14.7%	16.1%
INTU Jul	26.0%	20.2%	21.9%	22.3%	26.1%
Peer median	17.3%	17.7%	13.9%	14.7%	16.1%

Net margin, FY2021 to FY2025

Net income / revenue.

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	25.5%	25.3%	25.9%	26.4%	24.7%
FLEX Mar	2.5%	3.8%	2.8%	3.8%	3.2%
SNDK Jul	-	-	−35.2%	−10.1%	−22.3%
APH Dec	14.6%	15.1%	15.4%	15.9%	18.5%
LRCX Jun	26.7%	26.7%	25.9%	25.7%	29.1%
ADBE Nov	30.5%	27.0%	28.0%	25.9%	30.0%
JBL Aug	2.4%	3.0%	2.4%	4.8%	2.2%
CDW Dec	4.7%	4.7%	5.2%	5.1%	4.8%
CTSH Dec	11.5%	11.8%	11.0%	11.3%	10.6%
INTU Jul	21.4%	16.2%	16.6%	18.2%	20.5%
Peer median	13.1%	13.4%	11.0%	11.3%	10.6%

Free cash flow, FY2021 to FY2025

Cash from operations minus capital spending.

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	$4.8B	$4.6B	$7.6B	$7.5B	$5.7B
FLEX Mar	−$207.0M	$581.0M	$315.0M	$796.0M	$1.1B
SNDK Jul	-	-	−$932.0M	−$475.0M	−$120.0M
APH Dec	$1.2B	$1.8B	$2.2B	$2.1B	$4.4B
LRCX Jun	$3.2B	$2.6B	$4.7B	$4.3B	$5.4B
ADBE Nov	$6.9B	$7.4B	$6.9B	$7.9B	$9.9B
JBL Aug	$274.0M	$266.0M	$704.0M	$932.0M	$1.2B
CDW Dec	$684.6M	$1.2B	$1.5B	$1.2B	$1.1B
CTSH Dec	$2.2B	$2.2B	$2.0B	$1.8B	$2.6B
INTU Jul	$3.2B	$3.7B	$4.8B	$4.7B	$6.1B
Peer median	$1.7B	$2.0B	$2.0B	$1.8B	$2.6B

FCF margin, FY2021 to FY2025

Free cash flow / revenue.

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	20.7%	17.9%	28.6%	27.6%	20.1%
FLEX Mar	−0.9%	2.4%	1.1%	3.0%	4.1%
SNDK Jul	-	-	−15.3%	−7.1%	−1.6%
APH Dec	10.8%	14.2%	17.2%	14.1%	19.0%
LRCX Jun	22.1%	14.8%	26.8%	28.6%	29.4%
ADBE Nov	43.6%	42.0%	35.8%	36.6%	41.4%
JBL Aug	0.9%	0.8%	2.0%	3.2%	3.9%
CDW Dec	3.3%	5.1%	6.8%	5.5%	4.9%
CTSH Dec	12.0%	11.5%	10.4%	9.3%	12.3%
INTU Jul	33.2%	29.3%	33.7%	28.8%	32.5%
Peer median	11.4%	12.8%	10.4%	9.3%	12.3%

Return on equity, FY2021 to FY2025

Net income / shareholders' equity at the year end.

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	48.1%	53.5%	41.9%	37.8%	34.3%
FLEX Mar	17.8%	22.7%	14.8%	18.9%	16.8%
SNDK Jul	-	-	−18.7%	−6.1%	−17.8%
APH Dec	25.2%	27.1%	23.1%	24.8%	31.8%
LRCX Jun	64.8%	73.4%	54.9%	44.8%	54.3%
ADBE Nov	32.6%	33.8%	32.9%	39.4%	61.3%
JBL Aug	32.6%	40.6%	28.5%	79.9%	43.4%
CDW Dec	140.1%	69.5%	54.1%	45.8%	40.9%
CTSH Dec	17.8%	18.6%	16.1%	15.5%	14.9%
INTU Jul	20.9%	12.6%	13.8%	16.1%	19.6%
Peer median	28.9%	30.5%	23.1%	24.8%	31.8%

Debt / equity, FY2021 to FY2025

Total debt / shareholders' equity at the year end.

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	0.45	0.45	0.34	0.37	0.32
FLEX Mar	1.11	1.02	0.69	0.61	0.74
SNDK Jul	-	-	-	0.00	0.20
APH Dec	0.76	0.65	0.52	0.70	1.16
LRCX Jun	0.82	0.79	0.60	0.58	0.45
ADBE Nov	0.28	0.29	0.22	0.29	0.53
JBL Aug	1.35	1.17	1.00	1.66	1.91
CDW Dec	9.72	3.69	2.76	2.48	2.16
CTSH Dec	0.06	0.05	0.05	0.06	0.04
INTU Jul	0.21	0.42	0.35	0.33	0.30
Peer median	0.79	0.72	0.56	0.58	0.53

EPS (diluted), FY2021 to FY2025

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

Company	FY2021	FY2022	FY2023	FY2024	FY2025
AMAT Oct	$6.40	$7.44	$8.11	$8.61	$8.66
FLEX Mar	$1.21	$1.94	$1.72	$2.28	$2.11
SNDK Jul	-	-	−$14.78	−$4.63	−$11.32
APH Dec	$0.64	$0.77	$0.78	$0.96	$1.67
LRCX Jun	$2.69	$3.27	$3.32	$2.90	$4.15
ADBE Nov	$10.02	$10.10	$11.82	$12.36	$16.70
JBL Aug	$4.58	$6.90	$6.02	$11.17	$5.92
CDW Dec	$7.04	$8.13	$8.10	$7.97	$8.08
CTSH Dec	$4.05	$4.41	$4.21	$4.51	$4.56
INTU Jul	$7.56	$7.28	$8.42	$10.43	$13.67
Peer median	$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 →

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