AMAT Q4 2025 Earnings — Income Statement Breakdown

For its Q4 2025 period (ending 2025-10-26), AMAT reported revenue of $6.8B, gross profit of $3.3B (48.0% gross margin), operating income of $1.7B, and net income of $1.9B (27.9% net margin). The flow of revenue into costs and profit is visualized below.

What changed

AMAT was profitable; revenue fell 3.5% year over year.

ComparisonRevenueNet incomeNet margin
Year over year−3.5%+9.6%+3.3 pp
Quarter over quarter−6.9%+6.6%+3.5 pp

Consensus estimate data is not available for this report.

AMAT Q4 2025 Income Statement

AMAT Q4 2025 income statement. Figures in USD.
Line itemAmount (USD)% of revenue
Revenue$6.8B100%
Cost of Revenue−$3.5B52.0%
Gross Profit$3.3B48.0%
Research & Development−$917M13.5%
Selling, General & Administrative−$455M6.7%
Other Operating Expenses−$181M2.7%
Operating Income$1.7B25.2%
Interest Expense−$71M1.0%
Other Income, net$626M9.2%
Income Tax Expense−$370M5.4%
Net Income$1.9B27.9%

Source: original SEC filing (filed 2025-11-13). Accession 0001628280-25-051998. Data normalized by EarningsFyi.