Applied Materials (AMAT) reported $7.3 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 7.7%. EPS of $2.48 for the same period compares to $2.12 a year ago.
The reported revenue represents a surprise of +1.42% over the Zacks Consensus Estimate of $7.2 billion. With the consensus EPS estimate being $2.34, the EPS surprise was +5.98%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Applied Materials performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Applied Global Services: $1.6 billion versus $1.56 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.3% change.
- Net Sales- Semiconductor Systems: $5.43 billion compared to the $5.39 billion average estimate based on four analysts. The reported number represents a change of +10.2% year over year.
- Net Sales- Display and Adjacent Markets: $263 million versus $250.19 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.8% change.
- Net Sales- Corporate and Other: $12 million versus $14.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -47.8% change.
View all Key Company Metrics for Applied Materials here>>>
Shares of Applied Materials have returned -2.5% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Applied Materials, Inc. (AMAT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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