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Applied Materials vs Nvidia: revenue, profit, margins and growth compared

Applied Materials brought in $28.4B of revenue in fiscal 2025, Nvidia $215.9B in fiscal 2026. Revenue changed by +4.4% at Applied Materials and +65.5% at Nvidia on the year before, so Nvidia grew faster. Applied Materials kept 24.7% of its revenue as net profit, Nvidia 55.6%. Free cash flow was $5.7B at Applied Materials and $96.7B at Nvidia.

Side by side, latest fiscal year

AMATNVDA
Fiscal year endedFY2025 (October 26, 2025)FY2026 (January 25, 2026)
Revenue$28.4B$215.9B
Revenue growth+4.4%+65.5%
Net income$7B$120.1B
Net margin24.7%55.6%
Free cash flow$5.7B$96.7B
Free cash flow margin20.1%44.8%
Earnings per share (diluted)$8.66$4.90
Cash$7.2B$10.6B
Debt$6.5B$8.5B
Price to earnings56.045.9
Market value$385.1B$5.45T
Dividend yield0.37%0.02%
Rank by revenue in sector#26 of 530 · Technology#4 of 530 · Technology

Over the years

Revenue
AMAT FY2018: $16.7BAMAT FY2019: $14.6BAMAT FY2020: $17.2BAMAT FY2021: $23.1BAMAT FY2022: $25.8BAMAT FY2023: $26.5BAMAT FY2024: $27.2BAMAT FY2025: $28.4BNVDA FY2019: $11.7BNVDA FY2020: $10.9BNVDA FY2021: $16.7BNVDA FY2022: $26.9BNVDA FY2023: $27BNVDA FY2024: $60.9BNVDA FY2025: $130.5BNVDA FY2026: $215.9BFY18FY19FY20FY21FY22FY23FY24FY25FY26
AMAT $28.4BNVDA $215.9B
Net income
AMAT FY2018: $3BAMAT FY2019: $2.7BAMAT FY2020: $3.6BAMAT FY2021: $5.9BAMAT FY2022: $6.5BAMAT FY2023: $6.9BAMAT FY2024: $7.2BAMAT FY2025: $7BNVDA FY2019: $4.1BNVDA FY2020: $2.8BNVDA FY2021: $4.3BNVDA FY2022: $9.8BNVDA FY2023: $4.4BNVDA FY2024: $29.8BNVDA FY2025: $72.9BNVDA FY2026: $120.1BFY18FY19FY20FY21FY22FY23FY24FY25FY26
AMAT $7BNVDA $120.1B
Net margin
AMAT FY2018: 18.2%AMAT FY2019: 18.5%AMAT FY2020: 21.0%AMAT FY2021: 25.5%AMAT FY2022: 25.3%AMAT FY2023: 25.9%AMAT FY2024: 26.4%AMAT FY2025: 24.7%NVDA FY2019: 35.3%NVDA FY2020: 25.6%NVDA FY2021: 26.0%NVDA FY2022: 36.2%NVDA FY2023: 16.2%NVDA FY2024: 48.8%NVDA FY2025: 55.8%NVDA FY2026: 55.6%FY18FY19FY20FY21FY22FY23FY24FY25FY26
AMAT 24.7%NVDA 55.6%
Revenue growth
AMAT FY2019: -12.6%AMAT FY2020: +17.8%AMAT FY2021: +34.1%AMAT FY2022: +11.8%AMAT FY2023: +2.8%AMAT FY2024: +2.5%AMAT FY2025: +4.4%NVDA FY2020: -6.8%NVDA FY2021: +52.7%NVDA FY2022: +61.4%NVDA FY2023: +0.2%NVDA FY2024: +125.9%NVDA FY2025: +114.2%NVDA FY2026: +65.5%FY19FY20FY21FY22FY23FY24FY25FY26
AMAT +4.4%NVDA +65.5%
Free cash flow
AMAT FY2018: $3.2BAMAT FY2019: $2.8BAMAT FY2020: $3.4BAMAT FY2021: $4.8BAMAT FY2022: $4.6BAMAT FY2023: $7.6BAMAT FY2024: $7.5BAMAT FY2025: $5.7BNVDA FY2022: $8.1BNVDA FY2023: $3.8BNVDA FY2024: $27BNVDA FY2025: $60.9BNVDA FY2026: $96.7BFY18FY19FY20FY21FY22FY23FY24FY25FY26
AMAT $5.7BNVDA $96.7B

Fiscal years as each company reports them; the two may end in different months.

Questions about Applied Materials and Nvidia

Which is bigger by revenue, Applied Materials or Nvidia?

Nvidia is bigger by revenue: $215.9B in fiscal 2026, against $28.4B for Applied Materials in fiscal 2025.

Which keeps more of its revenue as profit, Applied Materials or Nvidia?

Applied Materials had a net margin of 24.7% in fiscal 2025; Nvidia had 55.6% in fiscal 2026.

Which grew revenue faster, Applied Materials or Nvidia?

In their latest fiscal years revenue changed by +4.4% at Applied Materials and +65.5% at Nvidia.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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