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Hardware & electrical equipment

Applied Materials Q4 profit top estimates, stock drops as revenue and earnings decline

Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) late Thursday reported better than expected financial results for its fourth quarter 2025 but sees its sales and earnings continuing to fall into the next quarter.

The semiconductor equipment maker posted adjusted earnings per share for the period that fell 6% year over year to $2.17, surpassing the $2.11 analyst consensus estimate provided by FactSet.

The company also saw its revenue for the quarter decrease 3% to $6.8 billion, but better than the Wall Street forecast of $6.68 billion.

“As AI adoption drives substantial investment in advanced semiconductors and wafer fab equipment, Applied Materials delivered its sixth consecutive year of growth in fiscal 2025,” Applied Materials CEO Gary Dickerson said in a statement.

“We are well positioned at the highest value technology inflections in the fastest growing areas of the market, enabling us to extend our leadership in leading-edge logic, DRAM and advanced packaging as next-generation technologies ramp in volume production over the coming years.”

For fiscal Q1, Applied Materials expects adjusted earnings of $2.18 a share on revenue of $6.85 billion, down from adjusted earnings of $2.38 a share on sales of $7.17 billion during the comparable period last year.

The company also cautioned that chip-equipment spending in China is set to decline next year, as the country faces tighter US export restrictions.

Applied Materials shares fell nearly 7% in premarket trading on Friday.

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