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AMAT compared with LIN: revenue, margins and what each company keeps, and the suppliers and customers both name
AMAT
Applied Materials Inc
Change
Mkt cap
Revenue
Revenue
LIN
Linde PLC
Change
Mkt cap
Revenue
Revenue
vs
Compare
AMAT
Applied Materials Inc
vs
LIN
Linde PLC
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 LIN
3
CF
CF Industries
customer
SKYT
SkyWater Technology
customer
AKO-A
Andina Bottling
customer
Role chip = supplier or customer
Source: SEC EDGAR
AMAT
Applied Materials Inc
Change
388.06
· pre 395.44
Mkt cap
$309.6B
Revenue
$9.1B
Q3 FY26
Revenue
$28.4B
FY25
LIN
Linde PLC
Change
514.24
· pre 514.98
Pre-market
Sep 2 '83
Mkt cap
$237.8B
Revenue
$9.4B
Q3 FY26
Revenue
$34.0B
FY25
vs
Compare
Pre-market
Sep 2 '83
AMAT
Applied Materials Inc
vs
LIN
Linde PLC
388.06
pre 395.44
Price
514.24
pre 514.98
$309.6B
Mkt cap
$237.8B
Q3 FY26
$9.1B
Revenue
$9.4B
Q3 FY26
FY25
$28.4B
Revenue
$34.0B
FY25
Change
Change
AMAT
388.06
vs
LIN
514.24
Pre-market
Sep 2 '83