Applied Materials (AMAT) Change in Inventory (2009 - 2026)
Applied Materials' (AMAT) quarterly Change in Inventory came in at $208.0 million in Q3 2026, up 37.75% year-over-year from $151.0 million in Q3 2025, and down 34.8% quarter-over-quarter from $319.0 million in Q2 2026.
Analysis
Applied Materials (AMAT) Change in Inventory (2009 - 2026) Analysis & Trends
Applied Materials has disclosed Change in Inventory across 18 years of filings, most recently posting $208.0 million for Q3 2026.
- In Q3 2026, Change in Inventory rose 37.75% year-over-year to $208.0 million; the TTM figure through Jul 2026 stood at $717.0 million (up 200.0% YoY), while the FY2025 annual figure was $494.0 million, up 262.5% from the prior year.
- Change in Inventory came in at $208.0 million for Q3 2026 at Applied Materials, down from $319.0 million in the prior quarter.
- In the past five years, Change in Inventory ranged from a high of $483.0 million in Q2 2022 to a low of -$147.0 million in Q4 2024.
- Average Change in Inventory over 5 years is $114.8 million, with a median of $108.0 million recorded in 2025.
- Year-over-year, Change in Inventory surged 933.33% in 2022 and tumbled 164.75% in 2024.
- Over 5 years, Change in Inventory stood at $426.0 million in 2022, then slumped by 119.72% to -$84.0 million in 2023, then plunged by 75.0% to -$147.0 million in 2024, then jumped by 173.47% to $108.0 million in 2025, then soared by 92.59% to $208.0 million in 2026.
- Per Business Quant data, the three most recent Change in Inventory figures were $208.0 million in Q3 2026, $319.0 million in Q2 2026, and $82.0 million in Q1 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Lam Research | 374.58 Bn | 369.00 Bn | 3.48 Bn | - |
| 2 | Applied Materials | 362.85 Bn | 353.62 Bn | 4.59 Bn | 208.00 Mn |
| 3 | Kla | 237.04 Bn | 235.39 Bn | 2.24 Bn | 212.30 Mn |
| 4 | Mks | 18.07 Bn | 17.46 Bn | 595.00 Mn | 90.00 Mn |
| 5 | Onto Innovation | 13.82 Bn | 11.94 Bn | 183.25 Mn | - |
| 6 | Nova | 11.15 Bn | 10.53 Bn | 144.16 Mn | -7.16 Mn |
| 7 | Camtek | 6.80 Bn | 6.49 Bn | 66.70 Mn | - |
| 8 | ACM Research | 4.89 Bn | 3.55 Bn | 134.62 Mn | 40.34 Mn |
| 9 | Kulicke & Soffa Industries | 4.50 Bn | 3.98 Bn | 157.95 Mn | 25.57 Mn |
| 10 | Axcelis Technologies | 3.52 Bn | 3.12 Bn | 91.19 Mn | 13.56 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 26, 2026 | 208.00 Mn |
| Apr 26, 2026 | 319.00 Mn |
| Jan 25, 2026 | 82.00 Mn |
| Oct 26, 2025 | 108.00 Mn |
| Jul 27, 2025 | 151.00 Mn |
| Apr 27, 2025 | 155.00 Mn |
| Jan 26, 2025 | 80.00 Mn |
| Oct 27, 2024 | -147.00 Mn |
| Jul 28, 2024 | -123.00 Mn |
| Apr 28, 2024 | 45.00 Mn |
| Jan 28, 2024 | -79.00 Mn |
| Oct 29, 2023 | -84.00 Mn |
| Jul 30, 2023 | -131.00 Mn |
| Apr 30, 2023 | -114.00 Mn |
| Jan 29, 2023 | 122.00 Mn |
| Oct 30, 2022 | 426.00 Mn |
| Jul 31, 2022 | 464.00 Mn |
| May 1, 2022 | 483.00 Mn |
| Jan 30, 2022 | 217.00 Mn |
| Oct 31, 2021 | 192.00 Mn |