← Applied Materials, Inc. (AMAT)

Applied Materials, Inc. (AMAT) Events

Q2 FY2026, built from SEC filings. Accession numbers are cited throughout so every figure can be checked against sec.gov. The same data is published as Markdown at events.md for agents that prefer to fetch it directly.

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Filings that contain financial statements

The following 8-K exhibits carry full unaudited condensed consolidated financial statements (statements of operations, balance sheets, and statements of cash flows), not just headline figures:

Each of these is an Exhibit 99.1 earnings press release attached to the respective Form 8-K under Item 2.02 / Item 9.01.

Earnings and guidance

$7.10 billion, up 7% year over year; record GAAP EPS of $2.63 and non-GAAP EPS of $2.39. The company guided Q3 FY2025 revenue to approximately $7.2 billion ± $500 million.

revenue of $7.30 billion, up 8% year over year; GAAP EPS of $2.22 and record non-GAAP EPS of $2.48. Management guided Q4 FY2025 revenue down to approximately $6.7 billion ± $500 million, citing digestion of installed capacity in China and non-linear demand timing from leading-edge logic/foundry customers.

results: record annual revenue of $28.37 billion, up 4% year over year; record annual GAAP EPS of $8.66 and record non-GAAP EPS of $9.42. Fourth-quarter revenue was $6.80 billion, down 3% year over year, with operating margin compressed to 25.2% GAAP, partly reflecting a $181 million restructuring charge recorded in Corporate and Other. Guidance for Q1 FY2026 was set at approximately $6.85 billion ± $500 million in revenue and non-GAAP diluted EPS of $2.18 ± $0.20.

of $7.01 billion, down 2% year over year; GAAP EPS of $2.54 (up 75%, aided by a favorable tax item) and non-GAAP EPS of $2.38 (flat year over year). Semiconductor Systems achieved record DRAM revenue and Applied Global Services delivered record services and spares revenue. Applied disclosed that Samsung Electronics would join its new EPIC Center partnership in Silicon Valley. Guidance for Q2 FY2026 was set at approximately $7.65 billion ± $500 million in revenue and non-GAAP diluted EPS of $2.64 ± $0.20.

of $7.91 billion, up 11% year over year; record GAAP EPS of $3.51 (up 33%) and record non-GAAP EPS of $2.86 (up 20%). Management said it now expects the semiconductor equipment business to grow more than 30% in calendar 2026. Guidance for Q3 FY2026 was set at approximately $8.95 billion ± $500 million in revenue and non-GAAP diluted EPS of $3.36 ± $0.20. In the same release, Applied disclosed a series of EPIC Center research and technology partnerships (TSMC, SK hynix, Micron, Advantest, and academic partners including Arizona State University, Rensselaer Polytechnic Institute, and Stanford University).

Capital allocation

cash dividend 15%, from $0.46 to $0.53 per share, marking nine consecutive years of dividend increases; the company noted the per-share dividend has more than doubled over the past four years. The Q2 FY2026 release also reported $400 million of share repurchases and $365 million of dividends paid in the quarter (total shareholder distributions of $765 million), on top of $702 million distributed in Q1 FY2026 ($337 million buybacks, $365 million dividends).

M&A / strategic transactions

that it had purchased 9% of the outstanding shares of BE Semiconductor Industries N.V. (Besi), a Dutch semiconductor equipment maker, through open-market transactions. This was disclosed as a passive strategic equity stake, not a merger filing.

earnings release)**, Applied said it had entered into an agreement with ASMPT Limited to acquire ASMPT's NEXX business, a supplier of large-area advanced packaging deposition equipment, to broaden Applied's panel-level advanced packaging portfolio. The release describes a signed agreement to acquire; no separate 8-K disclosing definitive terms or a closing has been filed, so the deal's closing status as of this writing is signed/pending rather than closed.

Regulatory and legal

Commerce's Bureau of Industry and Security (BIS) issued a rule expanding the list of parties subject to U.S. export restrictions (the "BIS Affiliates Rule"). Applied estimated the rule would reduce net revenue by approximately $110 million in Q4 FY2025 and by approximately $600 million in FY2026 due to further restrictions on exporting products and providing parts/services to certain China-based customers.

U.S. Department of Justice and the U.S. Securities and Exchange Commission had closed their respective inquiries, arising from earlier subpoenas related to China customer shipments and export-controls compliance, with no enforcement action taken by either agency. The same day, Applied entered into a settlement agreement with BIS to resolve its related inquiry, agreeing to a one-time payment of $252.5 million and to conduct internal export-controls compliance audits and maintain related training and reporting programs.

Restructuring

reduction plan affecting approximately 4% of its global workforce, with estimated charges of $160 million to $180 million (primarily severance and other one-time termination costs, plus non-cash charges). Most charges were expected to be recognized in Q4 FY2025, with the plan expected to be completed in Q1 FY2026 subject to local legal requirements and consultations with employee representatives.

Capital markets / financing

registered public offering of $1.0 billion in senior unsecured notes: $550 million of 4.000% notes due 2031 and $450 million of 4.600% notes due 2036, issued under an indenture with The Bank of New York Mellon Trust Company, N.A. as trustee. Applied said it intended to use a portion of the proceeds to repay its $700 million of 3.900% notes maturing October 1, 2025, with the remainder for general corporate purposes.

364-day, $2.0 billion unsecured revolving credit facility with Bank of America, N.A. as administrative agent, expandable to $3.0 billion subject to lender commitments. The facility matures September 24, 2026 (with an option to convert outstanding loans to term loans maturing September 24, 2027) and includes a financial covenant requiring a minimum ratio of consolidated adjusted EBITDA to net interest expense of 3.00 to 1.00. No amounts had been drawn as of the filing date.

Board and governance

James R. Anderson to the Board and to its Strategy and Investment Committee, effective immediately, under Applied's standard non-employee director compensation arrangements.

resigned from the Board of Directors, effective that date. The filing states her resignation was not due to any disagreement with the company regarding its operations, policies, or practices.

Routine annual-meeting business (director elections, advisory say-on-pay votes, and auditor ratification, reported in the March 2025 and March 2026 8-Ks) produced no contested or otherwise notable outcomes and is omitted here as immaterial to the company's financial or strategic picture.

As of this writing, Applied's most recent Form 8-K on file is the May 14, 2026 earnings release; no subsequent current reports had been filed with the SEC.

Built from Applied Materials, Inc.'s SEC filings by Ticker Scout. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer. Also for this company: company index, events.md, index.json.