Applied Materials, Inc. (AMAT) Revenue by Segment

Applied Materials revenue by segment at a glance

In Q3 fiscal 2026 (the quarter ended July 26, 2026), Applied Materials's largest business segment was Semiconductor Systems, with $7.04 billion or 80% of revenue, up 26.5% from a year earlier. Next: Applied Global Services (20%).

By region, China brought in 27%, Taiwan brought in 22% and South Korea brought in 17% of revenue in Q3 fiscal 2026.

By country, Asia Pacific brought in 77%, UNITED STATES brought in 14% and Europe brought in 5% of revenue in Q3 fiscal 2026.

The fastest-growing business segment from a year earlier was Semiconductor Systems (+26.5%).

From company filings, in USD; latest quarter ended July 26, 2026; quarterly data from Q1 fiscal 2018.

Applied Materials, Inc.

AMATTechnology

United States

Technology

Revenue breakdown

Fiscal quarters, from company filings

Segments by quarter (USD)

Click a bar to see that period below. Striped bars are calculated fourth quarters; an empty slot means it could not be calculated on the same basis i

Semiconductor SystemsApplied Global ServicesDisplay and Adjacent MarketsCorporate and Reconciling ItemsDisplay

Q3 FY26 breakdown

Fiscal quarter ended Jul 26, 2026

Item	Revenue	Share	vs year before
Semiconductor Systems	USD 7.04B	79.8%	+26.5%
Applied Global Services	USD 1.78B	20.2%	+21.7%
Corporate and Reconciling Itemsi	USD 294.00M		+6.9%

Sum of items USD 8.82B; corporate items and eliminations USD 294.00M. Shares are of the items shown. Click an item with › to see its parts.

Also reported by:

All periods

Every item and period in one grid. Purple = calculated; "–" = not available.

Item	Q3 FY26	Q2 FY26	Q1 FY26	Q4 FY25	Q3 FY25	Q2 FY25	Q1 FY25	Q4 FY24	Q3 FY24	Q2 FY24	Q1 FY24	Q4 FY23	Q3 FY23	Q2 FY23	Q1 FY23	Q4 FY22	Q3 FY22	Q2 FY22	Q1 FY22	Q4 FY21	Q3 FY21	Q2 FY21	Q1 FY21	Q4 FY20	Q3 FY20	Q2 FY20	Q1 FY20	Q4 FY19	Q3 FY19	Q2 FY19	Q1 FY19	Q4 FY18	Q3 FY18	Q2 FY18	Q1 FY18
Semiconductor Systems	7.0B	6.0B	5.1B	–	5.6B	5.4B	5.6B	–	4.9B	4.9B	4.9B	–	4.7B	5.0B	5.2B	5.0B	4.7B	4.5B	4.6B	4.3B	4.5B	4.0B	3.6B	3.1B	2.9B	2.6B	2.8B	2.3B	2.3B	2.2B	2.3B	2.2B	2.6B	2.9B	2.9B
Applied Global Services	1.8B	1.7B	1.6B	–	1.5B	1.4B	1.4B	–	1.6B	1.5B	1.5B	–	1.5B	1.4B	1.4B	1.4B	1.4B	1.4B	1.3B	1.4B	1.3B	1.2B	1.2B	1.1B	1.0B	1.0B	997.0M	977.0M	931.0M	984.0M	962.0M	976.0M	952.0M	945.0M	881.0M
Display and Adjacent Markets	–	–	–	–	–	–	–	–	–	–	–	–	235.0M	168.0M	167.0M	251.0M	333.0M	381.0M	366.0M	417.0M	431.0M	375.0M	411.0M	485.0M	425.0M	365.0M	332.0M	457.0M	339.0M	348.0M	507.0M	520.0M	616.0M	719.0M	443.0M
Corporate and Reconciling Items	294.0M	280.0M	312.0M	–	275.0M	279.0M	216.0M	–	23.0M	36.0M	78.0M	–	50.0M	57.0M	41.0M	40.0M	33.0M	23.0M	18.0M	30.0M	25.0M	32.0M	43.0M	27.0M	20.0M	7.0M	19.0M	18.0M	19.0M	23.0M	16.0M	17.0M	16.0M	14.0M	29.0M
Display	–	–	–	–	–	–	–	–	251.0M	179.0M	244.0M	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–

Applied Materials revenue by business segment, last 4 quarters

Business segment	Q3 FY26	Q2 FY26	Q1 FY26	Q3 FY25	Share
Semiconductor Systems	$7.0B	$6.0B	$5.1B	$5.6B	80%
Applied Global Services	$1.8B	$1.7B	$1.6B	$1.5B	20%

In USD, fiscal quarters as reported; share = part of Q3 FY26 revenue.

Applied Materials revenue by region, last 4 quarters

Region	Q3 FY26	Q2 FY26	Q1 FY26	Q3 FY25	Share
China	$2.5B	$2.1B	$2.1B	$2.5B	27%
Taiwan	$2.0B	$2.2B	$1.7B	$1.8B	22%
South Korea	$1.5B	$1.6B	$1.5B	$1.2B	17%
United States	$1.4B	$941.0M	$656.0M	$683.0M	15%
Japan	$839.0M	$623.0M	$525.0M	$713.0M	9%
Europe	$483.0M	$347.0M	$221.0M	$160.0M	5%
Southeast Asia	$374.0M	$185.0M	$335.0M	$195.0M	4%

In USD, fiscal quarters as reported; share = part of Q3 FY26 revenue.

Applied Materials revenue by country, last 4 quarters

Country	Q3 FY26	Q2 FY26	Q1 FY26	Q3 FY25	Share
Asia Pacific	$7.3B	$6.6B	$6.1B	$6.5B	77%
UNITED STATES	$1.4B	$941.0M	$656.0M	$683.0M	14%
Europe	$483.0M	$347.0M	$221.0M	$160.0M	5%
Southeast Asia	$374.0M	$185.0M	$335.0M	$195.0M	4%

In USD, fiscal quarters as reported; share = part of Q3 FY26 revenue.

Questions and answers

What are Applied Materials's business segments?

Semiconductor Systems and Applied Global Services (as reported for Q3 fiscal 2026).

Which business segment makes the most money for Applied Materials?

Semiconductor Systems: $7.04 billion, or 80% of revenue, in Q3 fiscal 2026.

Where does Applied Materials make its money?

By region in Q3 fiscal 2026: China (27%), Taiwan (22%), South Korea (17%) and United States (15%).

MoreApplied Materials stock overview Applied Materials financials Applied Materials executive team Applied Materials shareholders

Disclaimer: This analysis is for informational and educational purposes only and does not constitute financial, investment, tax, or legal advice. Data may be incomplete, delayed, or contain inaccuracies. Consult with a qualified financial advisor before making any investment decisions.

Segments by quarter (USD)

Click a bar to see that period below. Striped bars are calculated fourth quarters; an empty slot means it could not be calculated on the same basis i

Semiconductor SystemsApplied Global ServicesDisplay and Adjacent MarketsCorporate and Reconciling ItemsDisplay

Q3 FY26 breakdown

Fiscal quarter ended Jul 26, 2026

Item	Revenue	Share	vs year before
Semiconductor Systems	USD 7.04B	79.8%	+26.5%
Applied Global Services	USD 1.78B	20.2%	+21.7%
Corporate and Reconciling Itemsi	USD 294.00M		+6.9%

Sum of items USD 8.82B; corporate items and eliminations USD 294.00M. Shares are of the items shown. Click an item with › to see its parts.

Also reported by:

All periods

Every item and period in one grid. Purple = calculated; "–" = not available.

Item	Q3 FY26	Q2 FY26	Q1 FY26	Q4 FY25	Q3 FY25	Q2 FY25	Q1 FY25	Q4 FY24	Q3 FY24	Q2 FY24	Q1 FY24	Q4 FY23	Q3 FY23	Q2 FY23	Q1 FY23	Q4 FY22	Q3 FY22	Q2 FY22	Q1 FY22	Q4 FY21	Q3 FY21	Q2 FY21	Q1 FY21	Q4 FY20	Q3 FY20	Q2 FY20	Q1 FY20	Q4 FY19	Q3 FY19	Q2 FY19	Q1 FY19	Q4 FY18	Q3 FY18	Q2 FY18	Q1 FY18
Semiconductor Systems	7.0B	6.0B	5.1B	–	5.6B	5.4B	5.6B	–	4.9B	4.9B	4.9B	–	4.7B	5.0B	5.2B	5.0B	4.7B	4.5B	4.6B	4.3B	4.5B	4.0B	3.6B	3.1B	2.9B	2.6B	2.8B	2.3B	2.3B	2.2B	2.3B	2.2B	2.6B	2.9B	2.9B
Applied Global Services	1.8B	1.7B	1.6B	–	1.5B	1.4B	1.4B	–	1.6B	1.5B	1.5B	–	1.5B	1.4B	1.4B	1.4B	1.4B	1.4B	1.3B	1.4B	1.3B	1.2B	1.2B	1.1B	1.0B	1.0B	997.0M	977.0M	931.0M	984.0M	962.0M	976.0M	952.0M	945.0M	881.0M
Display and Adjacent Markets	–	–	–	–	–	–	–	–	–	–	–	–	235.0M	168.0M	167.0M	251.0M	333.0M	381.0M	366.0M	417.0M	431.0M	375.0M	411.0M	485.0M	425.0M	365.0M	332.0M	457.0M	339.0M	348.0M	507.0M	520.0M	616.0M	719.0M	443.0M
Corporate and Reconciling Items	294.0M	280.0M	312.0M	–	275.0M	279.0M	216.0M	–	23.0M	36.0M	78.0M	–	50.0M	57.0M	41.0M	40.0M	33.0M	23.0M	18.0M	30.0M	25.0M	32.0M	43.0M	27.0M	20.0M	7.0M	19.0M	18.0M	19.0M	23.0M	16.0M	17.0M	16.0M	14.0M	29.0M
Display	–	–	–	–	–	–	–	–	251.0M	179.0M	244.0M	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–