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STMicroelectronics N.V. vs Applied Materials: STM and AMAT compared

STMicroelectronics N.V. is the larger company: $11.8B of revenue in its latest quarter (FY2025) against $9.1B for Applied Materials (Q3 FY26). Applied Materials is growing faster (+25% against -11% a year earlier). Applied Materials is more profitable, with an operating margin of 33.7% against 1.5%.

STMicroelectronics N.V. vs Applied Materials, latest quarterSTMicroelectronics N.V. vs Applied Materials, latest quarterSTMicroelectronics N.V. (STM)Applied Materials (AMAT)Revenue$11.8B$9.1BRevenue growth, Y/Y-11%+25%Gross margin33.9%50.3%Operating margin1.5%33.7%Net margin1.4%27.8%

Where the money goes: STM and AMAT

STMicroelectronics N.V. (STM) · FY2025

STMicroelectronics N.V., FY2025: revenue $11.8B (-11% year over year), operating margin 1.5%, net earnings $166M, operating cash flow $2.2B. The chart follows the revenue to costs, profit and cash.

Applied Materials (AMAT) · Q3 FY26

Applied Materials, Q3 FY26: revenue $9.1B (+25% year over year), operating margin 33.7%, net earnings $2.5B, operating cash flow $3.0B. The chart follows the revenue to costs, profit and cash.

STMicroelectronics N.V. (STM)Applied Materials (AMAT)
Latest quarterFY2025Q3 FY26
Revenue$11.8B$9.1B
Revenue growth, Y/Y-11%+25%
Gross margin33.9%50.3%
Operating margin1.5%33.7%
Net earnings$166M$2.5B
Net margin1.4%27.8%
Operating cash flow$2.2B$3.0B
Free cash flow—$2.3B
Market value$38.5B$255.4B
P/E—27.6×
Analysts’ mean target$70.46$626.87

Questions

Which is bigger, STMicroelectronics N.V. or Applied Materials?

STMicroelectronics N.V. is the larger company: $11.8B of revenue in its latest quarter (FY2025) against $9.1B for Applied Materials (Q3 FY26).

Is STMicroelectronics N.V. or Applied Materials growing faster?

Applied Materials is growing faster (+25% against -11% a year earlier).

Which is more profitable, STMicroelectronics N.V. or Applied Materials?

Applied Materials is more profitable, with an operating margin of 33.7% against 1.5%.

More: STMicroelectronics N.V. earnings · how STMicroelectronics N.V. makes money · Applied Materials earnings · how Applied Materials makes money

From the companies' latest 10-Q, 10-K or earnings release (20-F filed Feb 26, 2026; 10-Q filed Aug 20, 2026). Fiscal quarters can end on different dates. Not investment advice.