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AMAT compared with AVGO: revenue, margins and what each company keeps, and the suppliers and customers both name
AMAT
Applied Materials Inc
Change
Mkt cap
Revenue
Revenue
AVGO
Broadcom Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
AMAT
Applied Materials Inc
vs
AVGO
Broadcom Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only AMAT
4
NPO
Enpro
supplier
UCTT
Ultra Clean
supplier
ICHR
Ichor
supplier
BHE
Benchmark Electronics
supplier
Shared
0
No shared counterparties.
Only AVGO
11
—
Top five end customers (undisclosed, aggregate)
unlisted
customer
STX
Seagate Technology
supplier
ANET
Arista Networks
customer
FTNT
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Fortinet
customer
7 more · AVGO chain
›
AMAT
Applied Materials Inc
Change
388.06
▼
−7.97%
· post 391.71
Mkt cap
$309.6B
Revenue
$9.1B
Q3 FY26
Revenue
$28.4B
FY25
AVGO
Broadcom Inc.
Change
325.53
▼
−5.64%
· post 327.24
Closed
Oct 30 '26
Mkt cap
$1.6T
Revenue
$29.6B
Q3 FY26
Revenue
$63.9B
FY25
vs
Compare
Closed
Oct 30 '26
AMAT
Applied Materials Inc
vs
AVGO
Broadcom Inc.
388.06
▼
−7.97%
post 391.71
Price
325.53
▼
−5.64%
post 327.24
$309.6B
Mkt cap
$1.6T
Q3 FY26
$9.1B
Revenue
$29.6B
Q3 FY26
FY25
$28.4B
Revenue
$63.9B
FY25
Change
Change
AMAT
388.06
▼
−7.97%
vs
AVGO
325.53
▼
−5.64%
Closed
Oct 30 '26