Direct Answer
SEC EDGAR classifies Applied Materials under SIC code 3674 (Semiconductors & Related Devices). Among Swoopr's S&P 500 Equal Weight companies, 59 others share that classification; by latest reported revenue, Applied Materials ranks 6 of 60. A filing classification is a starting point: a company's real competitors depend on its segments, which its 10-K describes.
How Does Applied Materials Compare With Its Peers?
| Company | Revenue (latest FY) | Revenue growth | Operating margin | Net margin |
|---|---|---|---|---|
| NVIDIA (NVDA) | $216 billion FY2026 | 65.5% | 60.4% | 55.6% |
| Broadcom (AVGO) | $63.9 billion FY2025 | 23.9% | 39.9% | 36.2% |
| Intel (INTC) | $52.9 billion FY2025 | -0.5% | -4.2% | -0.5% |
| Micron Technology (MU) | $37.4 billion FY2025 | 48.9% | 26.1% | 22.8% |
| Advanced Micro Devices (AMD) | $34.6 billion FY2025 | 34.3% | 10.7% | 12.5% |
| Applied Materials (AMAT) | $28.4 billion FY2025 | 4.4% | 29.2% | 24.7% |
| Texas Instruments (TXN) | $17.7 billion FY2025 | 13.0% | 34.1% | 28.3% |
| NXP Semiconductors (NXPI) | $12.3 billion FY2025 | -2.7% | 24.8% | 16.5% |
| Analog Devices (ADI) | $11.0 billion FY2025 | 16.9% | 26.6% | 20.6% |
| Marvell Technology (MRVL) | $8.2 billion FY2026 | 42.1% | 16.1% | 32.6% |
| Amkor Technology Inc. (AMKR) | $6.7 billion FY2025 | 6.2% | 7.0% | 5.6% |
| ON Semiconductor (ON) | $6.0 billion FY2025 | -15.3% | 1.4% | 2.0% |
| First Solar (FSLR) | $5.2 billion FY2025 | 24.1% | 30.6% | 29.3% |
| Arm Holdings (ARM) | $4.9 billion FY2026 | 22.8% | 18.3% | 18.4% |
| Qnity Electronics (Q) | $4.8 billion FY2025 | 9.7% | n/a | 15.3% |
| Microchip Technology (MCHP) | $4.7 billion FY2026 | 7.1% | 10.4% | 4.9% |
| Skyworks Solutions (SWKS) | $4.1 billion FY2025 | -2.2% | 12.2% | 11.7% |
| Nextpower Inc. (NXT) | $3.6 billion FY2026 | 20.3% | 19.6% | 16.5% |
| Monolithic Power Systems (MPWR) | $2.8 billion FY2025 | 26.4% | 26.1% | 22.3% |
| Cirrus Logic Inc. (CRUS) | $2.0 billion FY2026 | 5.3% | 23.0% | 20.7% |
| Viavi Solutions Inc. (VIAV) | $1.5 billion FY2026 | 40.0% | 6.9% | -2.0% |
| Diodes Incorporated (DIOD) | $1.5 billion FY2025 | 13.0% | 2.4% | 4.5% |
| Array Technologies Inc. (ARRY) | $1.3 billion FY2025 | 40.2% | -2.3% | -4.1% |
| Synaptics Incorporated (SYNA) | $1.2 billion FY2026 | 11.4% | -5.6% | -41.0% |
| Semtech Corporation (SMTC) | $1.0 billion FY2026 | 15.5% | 3.1% | -3.8% |
| IPG Photonics Corporation (IPGP) | $1.0 billion FY2025 | 2.7% | 1.3% | 3.1% |
| MACOM Technology Solutions Holdings Inc. (MTSI) | $967 million FY2025 | 32.6% | 13.4% | -5.6% |
| Allegro MicroSystems Inc. (ALGM) | $890 million FY2026 | 22.8% | 2.1% | -1.6% |
| Astera Labs (ALAB) | $853 million FY2025 | 115.1% | 20.3% | 25.7% |
| Silicon Laboratories Inc. (SLAB) | $785 million FY2025 | 34.3% | -9.0% | -8.3% |
| Wolfspeed Inc. (WOLF) | $758 million FY2025 | n/a | -175.4% | -212.4% |
| Rambus Inc. (RMBS) | $708 million FY2025 | 27.1% | 36.8% | 32.6% |
| Lattice Semiconductor Corporation (LSCC) | $523 million FY2025 | 2.7% | 2.1% | 0.6% |
| Shoals Technologies Group Inc. (SHLS) | $475 million FY2025 | 19.1% | 11.9% | 7.1% |
| Applied Optoelectronics Inc. (AAOI) | $456 million FY2025 | 82.8% | -12.0% | -8.4% |
| Ambarella Inc. (AMBA) | $391 million FY2026 | 37.2% | -21.1% | -19.4% |
| SiTime Corporation (SITM) | $327 million FY2025 | 61.2% | -20.5% | -13.1% |
| nLIGHT Inc. (LASR) | $261 million FY2025 | 31.6% | -10.2% | -9.0% |
| indie Semiconductor Inc. (INDI) | $217 million FY2025 | 0.3% | -70.9% | -69.3% |
| Tigo Energy Inc. (TYGO) | $104 million FY2025 | 91.7% | -4.3% | -1.8% |
| FTC Solar Inc. (FTCI) | $100 million FY2025 | 110.5% | -35.5% | -79.8% |
| AXT Inc (AXTI) | $88 million FY2025 | -11.1% | -24.9% | -24.1% |
| Ambiq Micro Inc. (AMBQ) | $73 million FY2025 | -4.7% | -54.5% | -50.3% |
| Arteris Inc. (AIP) | $71 million FY2025 | 22.3% | -47.0% | -49.2% |
| Everspin Technologies Inc. (MRAM) | $55 million FY2025 | 9.5% | -11.8% | -1.1% |
| Navitas Semiconductor Corporation (NVTS) | $46 million FY2025 | -44.9% | -234.7% | -254.7% |
| Blaize Holdings Inc. (BZAI) | $39 million FY2025 | 2386.0% | -268.8% | -535.6% |
| LightPath Technologies Inc. (LPTH) | $37 million FY2025 | 17.3% | -31.8% | -40.0% |
| NVE Corporation (NVEC) | $26 million FY2026 | 1.8% | 60.5% | 57.7% |
| GSI Technology (GSIT) | $25 million FY2026 | 22.4% | -69.6% | -52.7% |
| QuickLogic Corporation (QUIK) | $14 million FY2025 | -29.9% | -86.5% | -107.6% |
| Peraso Inc. (PRSO) | $12 million FY2025 | -16.3% | -39.0% | -39.0% |
| Mobix Labs Inc. (MOBX) | $10 million FY2025 | 53.9% | -380.3% | -465.4% |
| Aeluma Inc. (ALMU) | $5 million FY2025 | 407.6% | -45.9% | -64.8% |
| GCT Semiconductor Holding Inc. (GCTS) | $3 million FY2025 | -68.6% | -1274.9% | -1513.3% |
| Kopin Corporation (KOPN) | $2 million FY2025 | 51.5% | -643.9% | 166.6% |
| SmartKem Inc. (SMTK) | $697,000 FY2025 | 750.0% | -1841.5% | -1507.7% |
| Ascent Solar Technologies Inc. (ASTI) | $76,773 FY2025 | 83.3% | -10256.7% | -10288.4% |
| Atomera Incorporated (ATOM) | $65,000 FY2025 | -51.9% | -32496.9% | -31036.9% |
| Ideal Power Inc. (IPWR) | $37,728 FY2025 | -56.1% | -28979.0% | -28038.6% |
Revenue growth compares each company's latest fiscal year with the one before. Fiscal years do not always end on the same date, so treat close comparisons with care.
How Does Applied Materials Rank Among All SEC Filers in Its Industry Code?
60 companies with annual reports in Swoopr's SEC dataset share SIC code 3674 (Semiconductors & Related Devices), a wider group than the S&P 500 Equal Weight companies above. Ranks run from 1 (highest) and use each company's latest fiscal year, in U.S. dollars.
| Measure | Applied Materials | Median of filers | Rank |
|---|---|---|---|
| Revenue | $28.4 billion | $771 million | 6 of 60 |
| Revenue growth | 4.4% | 20.3% | 43 of 59 |
| Operating margin | 29.2% | -2.3% | 7 of 59 |
| Net margin | 24.7% | -1.7% | 10 of 60 |
A SIC code reflects the filer's main business as the SEC records it, so the group mixes companies of very different size; the median is a better guide than the average, and a rank near the top by revenue says nothing about quality.
Where These Numbers Come From
Every figure on this page is a value Applied Materials reported in its own SEC filings, read from the SEC's XBRL data (accession 0001628280-25-056742 for fiscal year 2025). Ratios are computed from those reported values. Figures were retrieved on October 7, 2026; a later amendment or a new annual report can change them, and the filing itself always takes precedence over this summary.
Each fiscal year is labeled by the calendar year in which it ended, so a company that names the same period differently in its own filings (many retailers whose year ends in January) may use another label. A year is left out of the table when the SEC data set holds no value for it. A figure shown as "Not reported" means the company did not file a value under the standard tag Swoopr reads, not that the amount was zero. This page is educational and describes reported history only; it is not a forecast or a recommendation.
Frequently Asked Questions
Who are Applied Materials's competitors?
Companies sharing Applied Materials's SEC classification (SIC code 3674 (Semiconductors & Related Devices)) include NVIDIA (NVDA), Broadcom (AVGO), Intel (INTC), Micron Technology (MU), Advanced Micro Devices (AMD). Its 10-K names the competitors it considers most relevant.
How does Applied Materials compare with its peers on margins?
Applied Materials's fiscal 2025 operating margin was 29.2%, against a peer median of -3.2%.
How are these peers chosen?
By the SEC Standard Industrial Classification code each company files under, within Swoopr's S&P 500 Equal Weight company set, falling back to the two-digit major group when fewer than two companies share the exact code. Classification codes are broad, so read the peer list as a screen, not a verdict.
How does Applied Materials rank among all companies in its SEC industry?
Among 60 SEC filers under SIC code 3674, Applied Materials ranks 6 by latest revenue, and 7 of 59 by operating margin (29.2% against a median of -2.3%).