Gross Profit Trends: A Tale of Two Companies

In the ever-evolving landscape of technology and defense, Applied Materials, Inc. and Leidos Holdings, Inc. have showcased intriguing financial trajectories over the past decade. From 2014 to 2023, Applied Materials has seen its gross profit soar by over 230%, reflecting its robust growth in the semiconductor industry. In contrast, Leidos Holdings, a key player in defense and IT, has experienced a more modest increase of approximately 235% during the same period.

A Closer Look at the Numbers

Applied Materials' gross profit surged from $3.8 billion in 2014 to an impressive $12.4 billion in 2023, highlighting its strategic advancements and market demand. Meanwhile, Leidos Holdings' gross profit grew from $671 million to $2.2 billion, underscoring its steady expansion in defense contracting. Notably, data for 2024 is incomplete, leaving room for speculation on future trends.

These insights offer a glimpse into the dynamic shifts within these industries, providing valuable context for investors and analysts alike.