Your Best Stock
$469.38
−$5.00 (-1.05%)
Market open · Sep 24, 2:00 pm ET
After hours $474.00 -0.08%
Open$465.99
Prev close$474.38
Day range$460.57 – $474.09
Volume2.28M
Market cap$372.50B
P/E (TTM)40.5
Dividend yield0.41%

Fundamentals

Latest reported quarter: Q3, ended Jul 2026

Revenue$9.12B+24.8% YoY
Operating profit$3.08B+37.7% YoY
Net profit$2.54B+42.7% YoY
Diluted EPS$3.17+42.8% YoY
Free cash flow$2.33B+13.7% YoY
Operating cash flow$3.04B

Revenue, last 8 quarters

$7.0BOct '24$7.2BJan '25$7.1BApr '25$7.3BJul '25$6.8BOct '25$7.0BJan '26$7.9BApr '26$9.1BJul '26

Net profit, last 8 quarters

$1.7BOct '24$1.2BJan '25$2.1BApr '25$1.8BJul '25$1.9BOct '25$2.0BJan '26$2.8BApr '26$2.5BJul '26

Diluted EPS by quarter

2.09Oct '241.45Jan '252.63Apr '252.22Jul '252.38Oct '252.54Jan '263.51Apr '263.17Jul '26

Free cash flow by quarter

$2.2BOct '24$544.0MJan '25$1.1BApr '25$2.1BJul '25$2.0BOct '25$1.0BJan '26$210.0MApr '26$2.3BJul '26

Annual revenue

$17.2BFY20$23.1BFY21$25.8BFY22$26.5BFY23$27.2BFY24$28.4BFY25

Profitability & balance sheet

Gross margin49.4%
Operating margin31.1%
Net margin30.1%
Return on equity41.1%
Return on assets23.8%
Return on invested capital26.7%
Current ratio2.42
Liabilities / assets41.1%
Cash & investments$9.23B
Total debt$7.23B
Net cash (debt)$2.01B
Free cash flow / sales18.2%

Where the revenue comes from

Quarter 2026/Q3

By business line

  • Semiconductor Systems$7.04B 77.2%
  • Applied Global Services$1.78B 19.5%
  • Other$294.00M 3.2%

Income statement

Line item 2026 Q3 2026 Q2 2026 Q1 2025 ANNUAL 2025 Q4
Total Revenue as Reported $9.12B $7.91B $7.01B $28.37B $6.80B
Total Operating Revenue $9.12B $7.91B $7.01B $28.37B $6.80B
Cost of Revenue $4.53B $3.96B $3.58B $14.56B $3.54B
Gross Profit $4.59B $3.95B $3.44B $13.81B $3.27B
Operating Expense $1.51B $1.42B $1.34B $5.34B $1.37B
Selling and Admin Expenses $411.00M $397.00M $411.00M $1.77B $455.00M
-Selling & Marketing Expense $249.00M $233.00M $222.00M $858.00M $212.00M
-General & Admin Expense $162.00M $164.00M $189.00M $910.00M $243.00M
Research & Development $1.10B $1.03B $928.00M $3.57B $917.00M
Operating Profit $3.08B $2.52B $2.10B $8.47B $1.89B
Net Non-Operating Interest Income (Expense) -$168.00M $702.00M $497.00M $982.00M $555.00M
Non-Operating Interest Expense $168.00M $69.00M $69.00M $269.00M $71.00M
Special Income (Charges) $0.00 $0.00 -$265.00M -$181.00M -$181.00M
-Less:Restructuring and Mergern & Acquisition $0.00 $0.00 $12.00M $181.00M $181.00M
Pretax Profit $2.91B $3.23B $2.33B $9.27B $2.27B
Tax $369.00M $419.00M $302.00M $2.27B $370.00M
Net Profit $2.54B $2.81B $2.03B $7.00B $1.90B
Profit from Continuing Operations $2.54B $2.81B $2.03B $7.00B $1.90B
Net Income to Parent Company $2.54B $2.81B $2.03B $7.00B $1.90B
Net Income to Common Stockholders $2.54B $2.81B $2.03B $7.00B $1.90B
Basic EPS $3.20 $3.53 $2.55 $8.71 $2.39
Diluted EPS $3.17 $3.51 $2.54 $8.66 $2.38
Dividend Per Share $0.53 $0.46 $0.46 $1.72 $0.46
Non-Operating Interest Income – $771.00M $566.00M $1.25B $626.00M
Other Income (Expense) – – -$265.00M -$181.00M –
-Less:Other Special Charges – – $253.00M – –

Balance sheet

Line item 2026 Q3 2026 Q2 2026 Q1 2025 ANNUAL 2025 Q4
Total Assets $43.52B $40.29B $37.64B $36.30B $36.30B
Total Current Assets $25.10B $22.57B $21.05B $20.88B $20.88B
Cash and Cash Equivalents & Short-Term Investments $9.23B $8.24B $8.51B $8.57B $8.57B
-Cash and Cash Equivalents $7.04B $6.30B $7.22B $7.24B $7.24B
-Short Term Investments $2.20B $1.94B $1.29B $1.33B $1.33B
Receivables $8.03B $6.81B $5.53B $5.33B $5.33B
-Accounts Receivable $7.69B $6.37B $4.98B $5.19B $5.19B
-Taxes Receivable $335.00M $439.00M $548.00M $148.00M $148.00M
Inventory $6.56B $6.34B $6.00B $5.92B $5.92B
Other Current Assets $1.27B $1.18B $1.02B $1.06B $1.06B
Total Non-Current Assets $18.43B $17.72B $16.60B $15.42B $15.42B
Net PPE $6.42B $6.08B $5.60B $5.12B $5.12B
-Gross PPE $10.61B $10.17B $9.60B $9.02B $9.02B
-Accumulated Depreciation -$4.19B -$4.09B -$4.00B -$3.90B -$3.90B
Investments and Advances $5.27B $5.14B $4.97B $4.33B $4.33B
Goodwill and Other Intangible Assets $4.19B $4.15B $3.92B $3.93B $3.93B
-Goodwill $3.87B $3.82B $3.71B $3.71B $3.71B
-Other Intangible Assets $315.00M $330.00M $215.00M $226.00M $226.00M
Non-Current Deferred Assets $1.11B $1.05B $1.18B $1.23B $1.23B
Other Non-Current Assets $1.45B $1.30B $929.00M $806.00M $806.00M
Total Liabilities $17.90B $16.38B $15.93B $15.88B $15.88B
Total Current Liabilities $10.36B $9.00B $7.75B $8.00B $8.00B
Payables $3.13B $2.98B $3.00B $2.72B $2.72B
-Accounts Payable $2.39B $2.20B $1.92B $1.98B $1.98B
-Total Tax Payable $317.00M $357.00M $710.00M $380.00M $380.00M
-Dividends Payable $421.00M $421.00M $365.00M $365.00M $365.00M
Current Accrued Expenses $1.23B $1.15B $1.32B $1.13B $1.13B
Short-Term Debt and Capital Lease Obligation $1.42B $1.31B $201.00M $191.00M $191.00M
-Current Debt $1.30B $1.20B $100.00M $100.00M $100.00M
-Current Capital Lease Obligation $120.00M $114.00M $101.00M $91.00M $91.00M
Current Provisions $12.00M $23.00M $39.00M $165.00M $165.00M
Current Deferred Liabilities $3.27B $2.57B $2.47B $2.57B $2.57B
Total Non-Current Liabilities $7.54B $7.38B $8.17B $7.89B $7.89B
Long Term Accounts Payable and Other Payables $880.00M $704.00M $507.00M $356.00M $356.00M
Long Term Debt and Capital Lease Obligation $5.93B $5.96B $6.99B $6.86B $6.86B
-Long Term Debt $5.25B $5.26B $6.45B $6.46B $6.46B
-Long Term Capital Lease Obligation $682.00M $699.00M $536.00M $404.00M $404.00M
Employee Benefits $146.00M $148.00M $139.00M $151.00M $151.00M
Other Non-Current Liabilities $586.00M $572.00M $539.00M $519.00M $519.00M
Total Equity $25.63B $23.91B $21.72B $20.42B $20.42B
Stockholders' Equity $25.63B $23.91B $21.72B $20.42B $20.42B
Capital Stock $8.00M $8.00M $8.00M $8.00M $8.00M
-Common Stock $8.00M $8.00M $8.00M $8.00M $8.00M
Additional Paid-In Capital $10.57B $10.53B $10.31B $10.33B $10.33B
Retained Earnings $61.39B $59.27B $56.89B $55.23B $55.23B
Less: Treasury Stock $46.18B $45.78B $45.38B $45.04B $45.04B
Gains/Losses Not Affecting Retained Earnings -$165.00M -$124.00M -$110.00M -$110.00M -$110.00M
-Preferred Stock – – – $0.00 $0.00

Cash flow

Line item 2026 Q3 2026 Q2 2026 Q1 2025 ANNUAL 2025 Q4
Operating Cash Flow $3.04B $845.00M $1.69B $7.96B $2.83B
Net cash flow from continuing operations $3.04B $845.00M $1.69B $7.96B $2.83B
Net Income from Continuing Operations $2.54B $2.81B $2.03B $7.00B $1.90B
Depreciation & Depletion & Amortization $151.00M $135.00M $127.00M $435.00M $114.00M
Deferred Tax -$49.00M $152.00M -$78.00M $639.00M -$313.00M
Other Non-Cash Items -$15.00M -$248.00M $264.00M $210.00M $238.00M
Change in Working Capital $14.00M -$1.50B -$394.00M -$200.00M $1.26B
-Change in Receivables -$1.32B -$1.40B $208.00M $49.00M $587.00M
-Change in Inventory -$208.00M -$319.00M -$82.00M -$494.00M -$108.00M
-Change in Payables and Accrued Expense $770.00M $383.00M -$279.00M $557.00M $719.00M
-Change in Other Current Assets $61.00M -$240.00M -$154.00M -$119.00M -$83.00M
-Change in Other Current Liabilities $10.00M -$16.00M $7.00M $90.00M $47.00M
-Change In Other Working Capital $701.00M $91.00M -$94.00M -$283.00M $96.00M
Net cash flow from investing -$1.41B -$959.00M -$780.00M -$2.78B -$139.00M
Net Cash Flow from Continuing Investing Activities -$1.41B -$959.00M -$780.00M -$2.78B -$139.00M
Capital Expenditure -$707.00M -$635.00M -$646.00M -$2.26B -$785.00M
Net Business Purchase and Sale -$87.00M -$175.00M $0.00 -$29.00M $0.00
Net Investment Purchase and Sale -$619.00M -$155.00M -$134.00M -$526.00M $646.00M
Net Other Investing Changes $0.00 – – $33.00M $0.00
Financing Cash Flow -$889.00M -$814.00M -$931.00M -$5.98B -$831.00M
Net Cash Flow from Continuing Financing Activities -$889.00M -$814.00M -$931.00M -$5.98B -$831.00M
Net Issuance Payments Of Debt $99.00M -$100.00M $0.00 $292.00M $292.00M
Net Common Stock Issuance -$440.00M -$269.00M -$337.00M -$4.63B -$719.00M
Cash Dividends Paid -$420.00M -$365.00M -$365.00M -$1.38B -$365.00M
Net Other Financing Charges -$128.00M -$80.00M -$229.00M -$251.00M -$39.00M
Ending Cash Balance $7.09B $6.36B $7.29B $7.31B $7.31B
Net Change in Cash $735.00M -$928.00M -$25.00M -$801.00M $1.86B
Beginning Cash Balance $6.36B $7.29B $7.31B $8.11B $5.45B
Free Cash Flow $2.33B $210.00M $1.04B $5.70B $2.04B
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