Applied Materials, Inc. (AMAT) Q3 FY2026 8-K Filings and Company Events
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PeriodQ3 FY2026Q2 FY2026
Published
This page digests the material Form 8-K filings Applied Materials, Inc. (AMAT) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q3 FY2026, the period ended 2026-07-26, as reported in the 10-Q filed with the SEC.
Filings that contain financial statements
The primary financial statements for the periods covered here are filed in the Form 10-K for fiscal 2025 (accession 0001628280-25-056742) and the Form 10-Q for the quarter ended July 26, 2026 (accession 0001628280-26-058235). Applied Materials also furnishes its unaudited quarterly (and Q4/full-year) results, including condensed consolidated statements of operations, balance sheets and cash flows, in the Exhibit 99.1 press release attached to each quarterly-earnings Form 8-K; these six exhibits carry condensed quarterly figures used where a Form 10-Q presents only year-to-date columns:
- Q3 FY2026 (quarter ended July 26, 2026): 8-K filed August 13, 2026, accession
0001628280-26-056699 (Exhibit 99.1).
- Q2 FY2026 (quarter ended April 26, 2026): 8-K filed May 14, 2026, accession
0001628280-26-035071 (Exhibit 99.1).
- Q1 FY2026 (quarter ended January 25, 2026): 8-K filed February 12, 2026, accession
0001628280-26-007661 (Exhibit 99.1).
- Q4 and full fiscal year 2025 (quarter/year ended October 26, 2025): 8-K filed
November 13, 2025, accession 0001628280-25-051998 (Exhibit 99.1).
- Q3 FY2025 (quarter ended July 27, 2025): 8-K filed August 14, 2025, accession
0000006951-25-000032 (Exhibit 99.1).
- Q2 FY2025 (quarter ended April 27, 2025): 8-K filed May 15, 2025, accession
0000006951-25-000017 (Exhibit 99.1).
Earnings and guidance
Q3 FY2026 (reported August 13, 2026; accession 0001628280-26-056699). Applied Materials reported record quarterly revenue of $9.12 billion, up 25% year over year, with GAAP EPS of $3.17 and record non-GAAP EPS of $3.50. GAAP operating margin was 33.7%. The company generated record operating cash flow of $3.04 billion and returned $860 million to shareholders ($440 million in buybacks, $420 million in dividends). Management raised its Semiconductor Systems revenue outlook for calendar 2026 and guided Q4 FY2026 revenue to $10.25 billion (+/- $500 million) and non-GAAP EPS to $4.02 (+/- $0.20).
Q2 FY2026 (reported May 14, 2026; accession 0001628280-26-035071). Revenue reached a record $7.91 billion, up 11% year over year, with record GAAP EPS of $3.51 and record non-GAAP EPS of $2.86. The company raised its quarterly dividend 15%, from $0.46 to $0.53 per share, its ninth consecutive year of dividend increases. It also disclosed 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 its panel-level advanced packaging portfolio. Guidance for Q3 FY2026 was $8.95 billion (+/- $500 million) revenue and $3.36 (+/- $0.20) non-GAAP EPS.
Q1 FY2026 (reported February 12, 2026; accession 0001628280-26-007661). Revenue was $7.01 billion, down 2% year over year, with GAAP EPS of $2.54 (up 75%, aided by a year-earlier tax item) and non-GAAP EPS flat at $2.38. Results included the $253 million charge for the BIS export-controls settlement described below. Guidance for Q2 FY2026 was $7.65 billion (+/- $500 million) revenue and $2.64 (+/- $0.20) non-GAAP EPS.
Q4 and full fiscal year 2025 (reported November 13, 2025; accession 0001628280-25-051998). Fiscal 2025 revenue was a record $28.37 billion, up 4% year over year, with record 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; GAAP EPS was $2.38, non-GAAP EPS $2.17. The quarter's results absorbed $181 million of restructuring charges tied to the workforce reduction described below. Guidance for Q1 FY2026 was $6.85 billion (+/- $500 million) revenue and $2.18 (+/- $0.20) non-GAAP EPS.
Q3 FY2025 (reported August 14, 2025; accession 0000006951-25-000032). and Q2 FY2025 (reported May 15, 2025; accession 0000006951-25-000017) were routine quarterly earnings announcements; no guidance change, restructuring or legal item was called out beyond normal segment results.
Regulatory and legal
BIS export-controls settlement (February 11, 2026; accession 0001628280-26-007444). Applied Materials entered into a settlement agreement with the U.S. Commerce Department's Bureau of Industry and Security (BIS) resolving allegations that certain customer shipments to China between November 2020 and July 2022 did not comply with U.S. export regulations. The company agreed to pay $252.5 million to BIS and to conduct internal export-compliance audits. The Department of Justice and the SEC, which had also been investigating the matter, notified the company that they had closed their related inquiries without taking enforcement action. The associated $253 million charge was recorded in the fiscal first quarter of 2026.
Expanded China export restrictions (October 2, 2025; accession 0001628280-25-043753). Following a new Bureau of Industry and Security rule (the "BIS Affiliates Rule") issued September 29, 2025 that expanded the list of China-based entities subject to U.S. export restrictions, Applied Materials estimated the rule would reduce net revenue by approximately $110 million in its fiscal fourth quarter of 2025 and by approximately $600 million in fiscal 2026.
Capital structure and financing
Revolving credit facility (September 25, 2025; accession 0001628280-25-042933). Applied Materials entered into a new 364-day, $2.0 billion unsecured revolving credit agreement with Bank of America, N.A. as administrative agent, expandable to $3.0 billion, maturing September 24, 2026 (with a one-year term-loan conversion option). No borrowings had been made under the facility as of the filing date.
Senior notes offering (September 18, 2025 (offering completed); underwriting agreement September 15, 2025; accession 0001193125-25-209109). Applied Materials completed a registered offering of $550 million of 4.000% senior unsecured notes due 2031 and $450 million of 4.600% senior unsecured notes due 2036. Proceeds were intended partly to repay, at maturity, the company's outstanding $700 million of 3.900% senior notes due October 1, 2025, with the remainder for general corporate purposes.
Workforce and restructuring
Workforce reduction plan (October 23, 2025; accession 0001628280-25-046107). Applied Materials approved a global workforce reduction affecting approximately 4% of its workforce, expecting to incur $160 million to $180 million in charges, mainly severance and other termination benefits. Most charges were expected in the fiscal fourth quarter of 2025, with completion targeted for the fiscal first quarter of 2026, subject to local legal requirements.
Board and governance
Annual meeting results (March 12, 2026; accession 0001193125-26-106339). Shareholders elected all ten director nominees, approved (on an advisory basis) named-executive compensation for fiscal 2025, and ratified KPMG LLP as independent auditor for fiscal 2026.
Director resignation (September 12, 2025; accession 0001193125-25-202820). Yvonne McGill resigned from the Board of Directors effective September 12, 2025; the filing states the resignation was not due to any disagreement with the company.
Director appointment (July 18, 2025; accession 0001193125-25-162237). James R. Anderson, CEO of Coherent Corp. and former CEO of Lattice Semiconductor, was elected to the Board and its Strategy and Investment Committee.
Strategic investment
EPIC Center research and industry partnerships (Q1–Q3 FY2026 earnings releases). Applied Materials disclosed a series of engagements tied to its new EPIC Center in Silicon Valley, designed to accelerate commercialization of next-generation semiconductor technologies. Samsung Electronics was announced as the first partner (Q1 FY2026 release, accession 0001628280-26-007661). The company then added innovation and research partnerships with TSMC, SK hynix, Micron and Advantest, plus inaugural research partners Arizona State University, Rensselaer Polytechnic Institute and Stanford University (Q2 FY2026 release, accession 0001628280-26-035071). In the third quarter it announced three more partnerships, Broadcom, the University of California, Berkeley, and SCREEN Semiconductor Solutions, bringing the total to 11 EPIC Center engagements; it also disclosed a US$500 million expansion of its Tampines Campus in Singapore to more than double advanced cleanroom capacity there, and a long-term joint development agreement with EssilorLuxottica to commercialize next-generation AI-powered smart eyewear optics (Q3 FY2026 release, accession 0001628280-26-056699).
Investment in BE Semiconductor Industries (April 14, 2025; accession 0001193125-25-080269). Applied Materials purchased 9% of the outstanding shares of BE Semiconductor Industries N.V. (Besi) through market transactions, building on an existing collaboration on hybrid-bonding technology for advanced packaging. The company stated the purchase was not subject to regulatory approval and that it did not intend to seek board representation at Besi or purchase additional shares.
Notes on pending items
The NEXX acquisition from ASMPT Limited, disclosed only as "entered into an agreement to acquire" in the Q2 FY2026 earnings release, was not restated as completed in any subsequent quarterly release or in the most recent quarterly report; no separate 8-K announcing signing or closing of that transaction has been filed to date.
FAQ · Applied Materials 8-K filings and events
What has Applied Materials, Inc. (AMAT) reported in its recent 8-K filings?
Applied Materials, Inc. (AMAT): The primary financial statements for the periods covered here are filed in the Form 10-K for fiscal 2025 (accession 0001628280-25-056742) and the Form 10-Q for the quarter ended July 26, 2026 (accession 0001628280-26-058235).
When does Applied Materials, Inc. (AMAT) next file with the SEC?
Applied Materials, Inc. (AMAT) is expected to file its next Form 10-K with the SEC on or around December 11, 2026. That date is a projection rather than a company-announced date: it is derived from Applied Materials, Inc.'s own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q3 FY2026, the period ended 2026-07-26, SEC accession 0001628280-26-058235.
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How this page was built
This page was built from 17 of Applied Materials, Inc.'s own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.
A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.
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