Applied Materials (AMAT) reported $6.8 billion in revenue for the quarter ended October 2025, representing a year-over-year decline of 3.5%. EPS of $2.17 for the same period compares to $2.32 a year ago.
The reported revenue represents a surprise of +1.52% over the Zacks Consensus Estimate of $6.7 billion. With the consensus EPS estimate being $2.11, the EPS surprise was +2.84%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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:
- Geographic Net Sales- United States: $655 million versus $723.94 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -43.2% change.
- Geographic Net Sales- Europe: $220 million compared to the $303.98 million average estimate based on two analysts. The reported number represents a change of -45.7% year over year.
- Geographic Net Sales- Japan: $448 million versus $552.7 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -22.9% change.
- Geographic Net Sales- China: $1.96 billion versus the two-analyst average estimate of $2 billion. The reported number represents a year-over-year change of -8.1%.
- Geographic Net Sales- Taiwan: $1.83 billion versus the two-analyst average estimate of $1.55 billion. The reported number represents a year-over-year change of +42.8%.
- Geographic Net Sales- Southeast Asia: $460 million versus the two-analyst average estimate of $244.4 million. The reported number represents a year-over-year change of +46.5%.
- Geographic Net Sales- Korea: $1.22 billion versus $1.36 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
- Net Revenue- Applied Global Services: $1.63 billion versus $1.6 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.9% change.
- Net Revenue- Semiconductor Systems: $4.76 billion versus $4.75 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -8.1% change.
- Net Revenue- Display: $355 million compared to the $350.77 million average estimate based on three analysts. The reported number represents a change of +68.3% year over year.
- Operating Income- Corporate and Other: $-269 million compared to the $-227.28 million average estimate based on two analysts.
- Operating Income- Display: $91 million versus the two-analyst average estimate of $33.97 million.
View all Key Company Metrics for Applied Materials here>>>
Shares of Applied Materials have returned +1.4% over the past month versus the Zacks S&P 500 composite's +4.6% 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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