S&P 500 · sector · 76 companies
Information Technology stocks in the S&P 500
In their latest fiscal years the companies of the sector had combined revenue of $2.5T and net income of $685B (27.4% of revenue). The largest by revenue is Apple.
Combined revenue in the latest fiscal year, 76 companies
$2.5T+8.3% a year
median revenue growth over 10 years (69 companies)
Companies
76
sub-industries: 12
Combined net income
$685B
27.4% of revenue
Median net margin
16.9%
latest fiscal year
Pay a dividend
39 of 76
raised it every year in the data: 4 companies
Fewer shares than 10 years ago
37 of 65
median change −7.0%
Combined revenue and net income since 2010
Revenue of the companies with figures for every year (58) went from $696B in 2010 to $1.87T in 2025, 6.8% a year.
RevenueNet income
The chart data could not be loaded. The table below has the same figures.
Companies
| Apple Inc. | AAPL | Technology Hardware, Storage & Peripherals | 2026 | $479B | $132B | 27.6% | 5.5% | 8.3% | 15.8% | $1.06 | 14 | −33.1% |
| Microsoft | MSFT | Systems Software | 2026 | $332B | $134B | 40.3% | 14.6% | 13.8% | 21.5% | $3.64 | 16 | −7.0% |
| Nvidia | NVDA | Semiconductors | 2026 | $216B | $120B | 55.6% | 66.9% | 45.7% | 68.2% | $0.04 | 2 | +7.7% |
| Micron Technology | MU | Semiconductors | 2026 | $133B | $85B | 63.8% | 36.9% | 26.8% | — | $0.53 | 1 | +10.3% |
| Dell Technologies | DELL | Technology Hardware, Storage & Peripherals | 2026 | $114B | $5.94B | 5.2% | 5.5% | 8.4% | — | $2.10 | 3 | — |
| Accenture | ACN | IT Consulting & Other Services | 2026 | $74.2B | $8.37B | 11.3% | 8.0% | 7.9% | 7.7% | — | — | −7.5% |
| IBM | IBM | IT Consulting & Other Services | 2025 | $67.5B | $10.6B | 15.7% | 4.1% | −1.9% | −1.8% | $6.71 | 13 | −3.5% |
| Oracle Corporation | ORCL | Application Software | 2026 | $67.4B | $17.1B | 25.4% | 10.7% | 6.2% | 10.9% | $2.00 | 17 | −32.3% |
| Broadcom | AVGO | Semiconductors | 2025 | $63.9B | $23.1B | 36.2% | 21.7% | 25.1% | 25.7% | $2.36 | 14 | +72.7% |
| Cisco | CSCO | Communications Equipment | 2026 | $63.3B | $13.3B | 21.0% | 4.9% | 2.5% | 4.7% | $1.66 | 15 | −21.6% |
| HP Inc. | HPQ | Technology Hardware, Storage & Peripherals | 2025 | $55.3B | $2.53B | 4.6% | −0.5% | 0.7% | 0.7% | $1.16 | 9 | −48.1% |
| Intel | INTC | Semiconductors | 2025 | $52.9B | −$267M | −0.5% | −7.5% | −0.5% | — | — | — | −7.4% |
| Qualcomm | QCOM | Semiconductors | 2026 | $43.1B | $13.6B | 31.6% | 5.1% | 6.2% | 12.8% | $3.62 | 19+ | −28.4% |
| Salesforce | CRM | Application Software | 2026 | $41.5B | $7.46B | 18.0% | 14.3% | 20.1% | — | $1.66 | 1 | +44.5% |
| Supermicro | SMCI | Technology Hardware, Storage & Peripherals | 2026 | $39.1B | $2.23B | 5.7% | 61.5% | 33.2% | 37.1% | — | — | +34.5% |
| Jabil | JBL | Electronic Manufacturing Services | 2026 | $36B | $1.04B | 2.9% | 4.2% | 7.0% | 22.1% | $0.32 | 0 | −44.5% |
| Advanced Micro Devices | AMD | Semiconductors | 2025 | $34.6B | $4.33B | 12.5% | 28.8% | 24.1% | — | — | — | +108.9% |
| Hewlett Packard Enterprise | HPE | Technology Hardware, Storage & Peripherals | 2025 | $34.3B | $57M | 0.2% | 4.9% | 1.0% | — | $0.52 | 0 | −27.8% |
| Applied Materials | AMAT | Semiconductor Materials & Equipment | 2025 | $28.4B | $7.0B | 24.7% | 10.5% | 11.4% | 22.7% | $1.78 | 8 | −34.1% |
| Flex Ltd. | FLEX | Electronic Manufacturing Services | 2026 | $27.9B | $880M | 3.2% | 3.0% | 1.3% | 11.4% | — | — | −33.1% |
| Adobe Inc. | ADBE | Application Software | 2025 | $23.8B | $7.13B | 30.0% | 13.1% | 17.4% | 29.7% | — | — | −15.8% |
| Lam Research | LRCX | Semiconductor Materials & Equipment | 2026 | $23.2B | $7.27B | 31.3% | 9.7% | 14.7% | 27.1% | $1.04 | 12 | −28.0% |
| Amphenol | APH | Electronic Components | 2025 | $23.1B | $4.27B | 18.5% | 21.8% | 15.3% | 18.7% | $0.37 | 14 | +0.9% |
| CDW Corporation | CDW | Technology Distributors | 2025 | $22.4B | $1.07B | 4.8% | 4.0% | 5.6% | 13.1% | $2.50 | 12 | −23.1% |
| Intuit | INTU | Application Software | 2026 | $21.4B | $4.57B | 21.3% | 17.4% | 16.4% | 16.1% | $4.80 | 14 | +4.5% |
| Cognizant | CTSH | IT Consulting & Other Services | 2025 | $21.1B | $2.23B | 10.6% | 4.9% | 5.4% | 5.6% | $1.24 | 6 | −20.2% |
| Sandisk | SNDK | Technology Hardware, Storage & Peripherals | 2026 | $20.2B | $11.4B | 56.5% | — | — | — | — | — | — |
| Texas Instruments | TXN | Semiconductors | 2025 | $17.7B | $5.0B | 28.3% | 4.1% | 3.1% | 6.8% | $5.50 | 18+ | −12.5% |
| TE Connectivity | TEL | Electronic Manufacturing Services | 2025 | $17.3B | $1.84B | 10.7% | 7.2% | 3.5% | 0.4% | $2.72 | 15 | −27.3% |
| Corning Inc. | GLW | Electronic Components | 2025 | $15.6B | $1.6B | 10.2% | 6.7% | 5.5% | 6.2% | $1.12 | 0 | −35.1% |
| KLA Corporation | KLAC | Semiconductor Materials & Equipment | 2026 | $13.6B | $4.83B | 35.6% | 14.4% | 16.4% | 23.3% | $0.80 | 10 | −15.8% |
| ServiceNow | NOW | Systems Software | 2025 | $13.3B | $1.75B | 13.2% | 24.1% | 29.4% | — | — | — | +34.4% |
| Western Digital | WDC | Technology Hardware, Storage & Peripherals | 2026 | $12.9B | $9.42B | 72.9% | −5.3% | −0.1% | 37.6% | $0.50 | 1 | +58.3% |
| NXP Semiconductors | NXPI | Semiconductors | 2025 | $12.3B | $2.02B | 16.5% | 7.3% | — | — | $4.06 | 0 | — |
| Seagate Technology | STX | Technology Hardware, Storage & Peripherals | 2026 | $12.2B | $3.18B | 26.1% | 2.7% | 0.9% | 32.7% | $2.94 | 2 | −24.2% |
| Motorola Solutions | MSI | Communications Equipment | 2025 | $11.7B | $2.15B | 18.4% | 9.5% | 7.4% | 15.5% | $4.48 | 14 | −16.3% |
| Palo Alto Networks | PANW | Systems Software | 2026 | $11.5B | $307M | 2.7% | 22.0% | 23.6% | — | — | — | +46.2% |
| Analog Devices | ADI | Semiconductors | 2025 | $11B | $2.27B | 20.6% | 14.5% | 12.4% | — | $3.89 | 18+ | +56.8% |
| Workday, Inc. | WDAY | Application Software | 2026 | $9.55B | $693M | 7.3% | 17.2% | 23.5% | — | — | — | +41.1% |
| Arista Networks | ANET | Communications Equipment | 2025 | $9.01B | $3.51B | 39.0% | 31.2% | 26.8% | 38.7% | — | — | +11.7% |
| Marvell Technology | MRVL | Semiconductors | 2026 | $8.19B | $2.67B | 32.6% | 22.5% | — | — | $0.24 | 0 | — |
| Roper Technologies | ROP | Electronic Equipment & Instruments | 2025 | $7.9B | $1.54B | 19.4% | 14.5% | 8.2% | 7.6% | $3.39 | 14 | +6.5% |
| Autodesk | ADSK | Application Software | 2026 | $7.21B | $1.12B | 15.6% | 13.7% | 11.1% | — | — | — | −4.9% |
| Coherent Corp. | COHR | Electronic Components | 2026 | $7.12B | $805M | 11.3% | 18.0% | 24.0% | 14.8% | — | — | +210.6% |
| Synopsys | SNPS | Application Software | 2025 | $7.05B | $1.33B | 18.9% | 13.9% | 12.1% | 18.8% | — | — | +4.8% |
| Fortinet | FTNT | Systems Software | 2025 | $6.8B | $1.85B | 27.3% | 21.3% | 21.0% | 73.1% | — | — | −13.2% |
| Gartner | IT | IT Consulting & Other Services | 2025 | $6.5B | $729M | 11.2% | 9.6% | 11.6% | 16.7% | — | — | −11.1% |
| NetApp | NTAP | Technology Hardware, Storage & Peripherals | 2026 | $6.24B | $1.28B | 20.5% | 1.7% | 1.2% | 23.5% | $2.08 | 0 | −32.3% |
| Teledyne Technologies | TDY | Electronic Equipment & Instruments | 2025 | $6.12B | $895M | 14.6% | 14.7% | 10.3% | 13.3% | — | — | +31.7% |
| ON Semiconductor | ON | Semiconductors | 2025 | $6.0B | $121M | 2.0% | 2.7% | 5.5% | −4.9% | — | — | −3.7% |
| Zebra Technologies | ZBRA | Electronic Equipment & Instruments | 2025 | $5.4B | $419M | 7.8% | 3.9% | 4.0% | — | — | — | +0.4% |
| Keysight Technologies | KEYS | Electronic Equipment & Instruments | 2025 | $5.38B | $850M | 15.8% | 5.0% | 6.5% | 5.0% | — | — | +1.2% |
| Cadence Design Systems | CDNS | Application Software | 2025 | $5.3B | $1.11B | 20.9% | 14.6% | 12.0% | 17.5% | — | — | −12.5% |
| First Solar | FSLR | Semiconductors | 2025 | $5.22B | $1.53B | 29.3% | 14.0% | 2.4% | 9.3% | — | — | +5.6% |
| Twilio | TWLO | Systems Software | 2025 | $5.07B | $33.8M | 0.7% | 23.5% | 40.7% | — | — | — | — |
| Gen Digital | GEN | Systems Software | 2026 | $5.0B | $973M | 19.5% | 14.4% | 3.3% | −8.2% | $0.50 | 0 | −7.6% |
| GoDaddy | GDDY | Internet Services & Infrastructure | 2025 | $4.95B | $875M | 17.7% | 8.3% | 11.9% | — | — | — | +139.7% |
| CrowdStrike | CRWD | Systems Software | 2026 | $4.81B | −$163M | −3.4% | 40.6% | — | — | — | — | — |
| Ciena | CIEN | Communications Equipment | 2025 | $4.77B | $123M | 2.6% | 6.2% | 6.9% | 23.9% | — | — | +20.9% |
| Qnity Electronics | Q | Semiconductor Materials & Equipment | 2025 | $4.75B | $692M | 14.6% | — | — | — | $0.14 | 0 | — |
| Microchip Technology | MCHP | Semiconductors | 2026 | $4.71B | $230M | 4.9% | −2.8% | 8.0% | −11.5% | $1.82 | 18+ | +25.4% |
| Palantir Technologies | PLTR | Application Software | 2025 | $4.48B | $1.63B | 36.3% | 32.6% | — | — | — | — | — |
| Akamai Technologies | AKAM | Internet Services & Infrastructure | 2025 | $4.21B | $452M | 10.7% | 5.6% | 6.7% | 5.6% | — | — | −18.5% |
| Skyworks Solutions | SWKS | Semiconductors | 2025 | $4.09B | $477M | 11.7% | 4.0% | 2.3% | −2.8% | $2.81 | 11 | −20.4% |
| Everpure | P | Technology Hardware, Storage & Peripherals | 2026 | $3.66B | $188M | 5.1% | 16.8% | 23.6% | — | — | — | — |
| Trimble Inc. | TRMB | Application Software | 2025 | $3.59B | $424M | 11.8% | 2.6% | 4.6% | 14.1% | — | — | −6.6% |
| Datadog | DDOG | Application Software | 2025 | $3.43B | $108M | 3.1% | 41.5% | — | — | — | — | — |
| Teradyne | TER | Semiconductor Materials & Equipment | 2025 | $3.19B | $554M | 17.4% | 0.4% | 6.9% | 13.6% | $0.48 | 0 | −25.1% |
| F5, Inc. | FFIV | Communications Equipment | 2025 | $3.09B | $692M | 22.4% | 5.6% | 4.9% | 8.9% | — | — | −19.1% |
| Lumentum | LITE | Communications Equipment | 2026 | $3.01B | −$6.94B | −230.1% | 11.6% | 12.8% | — | — | — | +26.2% |
| Okta, Inc. | OKTA | Application Software | 2026 | $2.92B | $235M | 8.1% | 28.4% | 42.3% | — | — | — | — |
| Monolithic Power Systems | MPWR | Semiconductors | 2025 | $2.79B | $621M | 22.3% | 27.0% | 23.7% | 31.1% | $6.24 | 8 | +18.2% |
| PTC Inc. | PTC | Application Software | 2025 | $2.74B | $734M | 26.8% | 13.4% | 8.1% | 31.0% | — | — | +4.1% |
| Fair Isaac | FICO | Application Software | 2026 | $2.53B | $835M | 32.9% | 14.0% | 11.1% | 26.8% | — | — | −28.8% |
| Tyler Technologies | TYL | Application Software | 2025 | $2.33B | $316M | 13.5% | 15.9% | 14.7% | 15.1% | — | — | +19.9% |
| Verisign | VRSN | Internet Services & Infrastructure | 2025 | $1.66B | $826M | 49.8% | 5.5% | 4.6% | — | $2.31 | 0 | −29.5% |
Revenue and net income: the latest full fiscal year (FY). Growth: average annual rate over 5 or 10 years. Dividend: per share in the latest year. Raises in a row: consecutive years of a higher dividend per share; the SEC data start in 2009 (with 2007–2008 as comparison years), so + marks a run that goes back to where the company’s figures begin. Shares, 10 yrs: change in the number of shares; below zero means buybacks. —: not in the data or not meaningful.
Other sectors
Source: SEC EDGAR (company filings), data as of November 8, 2026. Sectors, sub-industries, headquarters and index dates: Wikipedia, CC BY-SA 4.0.