Sector perspective
Product cycles, recurring software revenue and infrastructure investment shape this broad group. Hardware and software businesses have different cost structures.
Revenue mix, research spending, inventory and cash conversion.
Customer concentration, product transitions, export restrictions and the durability of capital spending.
Company selection is editorial, not GICS. These annual snapshots have different fiscal year ends and are not a sector index. Each data note shows the full eligible sample and source filings.
Electronic Computers
AMATSemiconductors & Related Devices
AMDSemiconductors & Related Devices
ANETComputer Communications Equipment
AVGOSemiconductors & Related Devices
CRMServices-Prepackaged Software
CRWDServices-Prepackaged Software
CSCOComputer Communications Equipment
DELLElectronic Computers
IBMComputer & office Equipment
INTCSemiconductors & Related Devices
MSFTServices-Prepackaged Software
MUSemiconductors & Related Devices
NVDASemiconductors & Related Devices
ORCLServices-Prepackaged Software
PANWComputer Peripheral Equipment, NEC
PLTRServices-Prepackaged Software
TXNSemiconductors & Related Devices
Across 15 eligible technology companies, the equal-weight median capital expenditure as a share of revenue was 2.77% for the prior selected annual periods.
Across 15 eligible technology companies, the equal-weight median capital expenditure as a share of revenue was 3.06% for the latest selected annual periods.
Across 18 eligible technology companies, the equal-weight median operating cash-flow margin was 34.41% for the prior selected annual periods.
Across 18 eligible technology companies, the equal-weight median operating cash-flow margin was 37.89% for the latest selected annual periods.
Across 17 eligible technology companies, the equal-weight median equity as a share of assets was 50.52% for the prior selected annual periods.
Across 17 eligible technology companies, the equal-weight median equity as a share of assets was 54.05% for the latest selected annual periods.
Across 15 eligible technology companies, the equal-weight median liabilities as a share of assets was 52.40% for the prior selected annual periods.
Across 15 eligible technology companies, the equal-weight median liabilities as a share of assets was 47.34% for the latest selected annual periods.
Across 18 eligible technology companies, the equal-weight median net margin was 14.21% for the prior selected annual periods.
Across 18 eligible technology companies, the equal-weight median net margin was 23.76% for the latest selected annual periods.
Across 17 eligible technology companies, the equal-weight median operating margin was 20.76% for the prior selected annual periods.
Across 17 eligible technology companies, the equal-weight median operating margin was 29.22% for the latest selected annual periods.
Across 18 eligible technology companies, the equal-weight median revenue growth was 12.44% for the prior selected annual periods.
Across 18 eligible technology companies, the equal-weight median revenue growth was 18.97% for the latest selected annual periods.
A two-period review of AAPL revenue, profitability and cash conversion; reported revenue growth was 6.43%.
Annual revenue of USD 416.161 billion and net income of USD 112.010 billion for the period ended 2025-09-27.
Annual revenue of USD 28.368 billion and net income of USD 6.998 billion for the period ended 2025-10-26.
A two-period review of AMD revenue, profitability and cash conversion; reported revenue growth was 34.34%.
Annual revenue of USD 34.639 billion and net income of USD 4.335 billion for the period ended 2025-12-27.
Annual revenue of USD 9.006 billion and net income of USD 3.511 billion for the period ended 2025-12-31.