AMATAPPLIED MATERIALS INC /DE
Semiconductors & Related Devices
- Revenue
- $28.4B
- 4.4% YoY
- Operating margin
- 29.2%
- 0.9% YoY
- EBITDA
- $8.7B
- 5.6% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.2×
- −$1.6B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear114% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear79% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear9% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $23.1B | $25.8B | $26.5B | $27.2B | $28.4B | 4.4% |
| Operating income | $6.9B | $7.8B | $7.7B | $7.9B | $8.3B | 5.4% |
| Net income | $5.9B | $6.5B | $6.9B | $7.2B | $7.0B | 2.5% |
| Operating cash flow | $5.4B | $5.4B | $8.7B | $8.7B | $8.0B | 8.3% |
| Capex | $668M | $787M | $1.1B | $1.2B | $2.3B | 90% |
| Stock-based comp | $346M | $413M | $490M | $577M | $668M | 16% |
| Buybacks | $3.8B | $6.1B | $2.2B | $3.8B | $4.9B | 28% |
| Dividends | $838M | $873M | $975M | $1.2B | $1.4B | 16% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $860K · 2
- Net
- −$860K
Pay vs performance
No pay-versus-performance disclosure yet.