For the quarter ended April 2025, Applied Materials (AMAT) reported revenue of $7.1 billion, up 6.8% over the same period last year. EPS came in at $2.39, compared to $2.09 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $7.12 billion, representing a surprise of -0.28%. The company delivered an EPS surprise of +3.46%, with the consensus EPS estimate being $2.31.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $1.57 billion compared to the $1.55 billion average estimate based on four analysts. The reported number represents a change of +2.4% year over year.
- Net Sales- Semiconductor Systems: $5.26 billion versus the four-analyst average estimate of $5.30 billion. The reported number represents a year-over-year change of +7.2%.
- Net Sales- Display and Adjacent Markets: $259 million versus $250.23 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +44.7% change.
- Net Sales- Corporate and Other: $20 million versus $20.86 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -44.4% change.
View all Key Company Metrics for Applied Materials here>>>
Shares of Applied Materials have returned +26% over the past month versus the Zacks S&P 500 composite's +9% 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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