earnings
confidence high
sentiment neutral
materiality 0.70
Applied Materials reports record FY2025 revenue $28.37B, up 4%; annual GAAP EPS $8.66, non-GAAP $9.42
APPLIED MATERIALS INC /DE
2025-FY EPS reported
$8.66
revenue$28,368,000,000
- Q4 FY2025 revenue $6.80B (-3% YoY); GAAP EPS $2.38 (+14%), non-GAAP EPS $2.17 (-6%).
- Record FY2025 revenue $28.37B (+4%); GAAP net income $6.998B (-2% YoY).
- Non-GAAP free cash flow for FY2025 $5.698B, down 24% from $7.487B in FY2024.
- CEO cites AI-driven investment in advanced semiconductors; company preparing for higher demand in H2 calendar 2026.
- Gross margin improved to 48.0% (Q4) and 48.7% (FY) vs 47.3% and 47.5% a year ago.