Intel Corporation (INTC) Q2 FY2026 8-K Filings and Company Events

Filings that contain financial statements

• 8-K, accession 0000050863-26-000155 (filed July 23, 2026), Exhibit 99.1 furnishes Intel's second-quarter 2026 results, including GAAP and non-GAAP income-statement summary data (revenue, gross margin, operating margin, net income, EPS) and segment revenue by business unit for the quarter ended June 27, 2026, plus third-quarter 2026 guidance.
• 8-K, accession 0000050863-26-000077 (filed April 23, 2026), Exhibit 99.1 furnishes first-quarter 2026 results (quarter ended March 28, 2026) on the same basis, plus second-quarter 2026 guidance.
• 8-K, accession 0000050863-26-000009 (filed January 22, 2026), Exhibit 99.1 furnishes fourth-quarter and full-year 2025 results (quarter ended December 27, 2025, full year 2025), plus first-quarter 2026 guidance.
• 8-K, accession 0000050863-25-000169 (filed October 23, 2025), Exhibit 99.1 furnishes third-quarter 2025 results (quarter ended September 27, 2025), plus fourth-quarter 2025 guidance.

Earnings and guidance

Second quarter 2026 (reported July 23, 2026). Revenue was $16.1 billion, up 25% year-over-year, which the company called its strongest revenue growth in more than fifteen years. GAAP EPS was $(2.16); non-GAAP EPS was $0.42. The company generated $7.0 billion in cash from operations in the quarter. Intel guided third-quarter 2026 revenue to $15.8-16.8 billion, with GAAP EPS of $0.31 and non-GAAP EPS of $0.38. (Accession 0000050863-26-000155.)

First quarter 2026 (reported April 23, 2026). Revenue was $13.6 billion, up 7% year-over-year, Intel's sixth consecutive quarter of revenue above its own expectations. GAAP EPS was $(0.73); non-GAAP EPS was $0.29. Cash from operations was $1.1 billion. Intel guided second-quarter 2026 revenue to $13.8-14.8 billion, with GAAP EPS of $0.08 and non-GAAP EPS of $0.20, a guidance raise realized in the July 23 report above, where actual Q2 revenue of $16.1 billion came in well above the top of that range. (Accession 0000050863-26-000077.)

Fourth quarter and full-year 2025 (reported January 22, 2026). Fourth-quarter revenue was $13.7 billion, down 4% year-over-year; full-year 2025 revenue was $52.9 billion, flat year-over-year (comparisons not adjusted for the Altera deconsolidation). Full-year GAAP EPS was $(0.06); non-GAAP EPS was $0.42. Full-year cash from operations was $9.7 billion. Intel guided first-quarter 2026 revenue to $11.7-12.7 billion, with GAAP EPS of $(0.21) and non-GAAP EPS of $0.00, guidance that first-quarter actual results (above) beat on revenue. (Accession 0000050863-26-000009.)

Third quarter 2025 (reported October 23, 2025). Revenue was $13.7 billion, up 3% year-over-year. GAAP EPS was $0.90 (aided by items tied to the U.S. Government and Altera/Mobileye transactions); non-GAAP EPS was $0.23. Intel disclosed that its Q3 2025 accounting treatment for its transactions with the U.S. Government was still under consultation with SEC staff, with the possibility that Q3 2025 results could later be revised, potentially materially, and that the consultation had not concluded because of a U.S. government shutdown. That consultation was later resolved: SEC staff completed its review in December 2025 and objected to Intel's treatment of post-agreement Secure Enclave receipts as a government grant, and Intel revised its accounting in the fourth quarter of 2025 to record such cash as proceeds from the issuance of equity, concluding the revisions were immaterial, individually and in the aggregate, to the Q3 2025 financial statements. (Accession 0000050863-25-000169; resolution disclosed in the fiscal 2025 Form 10-K, accession 0000050863-26-000011.)

Capital markets activity

$20 billion common stock offering (announced and priced August 10-12, 2026). Intel announced a proposed $15 billion underwritten public offering of common stock on August 10, 2026, which was upsized and priced the same day as a $20 billion offering: 210,526,315 shares at $95.00 per share, with underwriters granted a 30-day option for up to 31,578,947 additional shares, which the underwriters exercised in full on August 11, 2026. The offering was expected to close August 12, 2026, with expected net proceeds of approximately $19.7 billion (before the option), intended for general corporate purposes including capital expenditures and working capital. (Accession 0001193125-26-346806.)

$6.5 billion senior notes offering (April 30, 2026). Intel issued five tranches of senior notes totaling $6.5 billion aggregate principal: $1.0 billion of 4.650% notes due 2031, $1.0 billion of 5.000% notes due 2033, $2.25 billion of 5.300% notes due 2036, $1.75 billion of 6.125% notes due 2056, and $0.5 billion of 6.200% notes due 2066. Net proceeds were approximately $6.47 billion before expenses and were used the same day to repay in full the $6.5 billion bridge term loan described below under Corporate transactions, so the notes issuance replaced that borrowing rather than adding incremental debt. (Accession 0001193125-26-197845.)

NVIDIA equity investment closed (December 26, 2025). Intel completed the previously disclosed sale of 214,776,632 shares of common stock to NVIDIA Corporation for $5.0 billion in cash ($23.28 per share), under a securities purchase agreement dated September 15, 2025. (Accession 0000050863-25-000204.)

SoftBank equity investment closed (September 26, 2025). Intel completed the previously disclosed sale of 86,956,522 shares of common stock to SoftBank Group Corp. for $2.0 billion in cash ($23.00 per share), under a securities purchase agreement dated August 28, 2025. (Accession 0000050863-25-000159.)

Corporate transactions

Intel completed the repurchase of Apollo's 49% interest in the Fab 34 (Ireland) joint venture (April 1-8, 2026). Intel repurchased from Apollo-managed funds and affiliates their 49% equity interest in the Fab 34 joint venture, created in 2024, for $14.2 billion, financed with cash on hand and a $6.5 billion 364-day senior unsecured term loan drawn April 1, 2026 at 4.79% interest. That term loan was repaid in full on April 30, 2026 using the proceeds of the $6.5 billion senior notes issuance described above under Capital markets activity. Intel now owns 100% of the joint venture and expects to wind it up. (Accession 0000050863-26-000072; term loan draw and repayment disclosed in the Q2 2026 Form 10-Q, accession 0000050863-26-000157.)

Mobileye closed its acquisition of Mentee Robotics (February 3, 2026). Mobileye completed the acquisition of Mentee Robotics, an AI-first humanoid robotics company, for a purchase price of $637 million, consisting primarily of $596 million in cash net of cash acquired, with the residual in Mobileye Class A shares. The purchase price was allocated principally to $128 million of intangible assets and $498 million of goodwill. The fiscal 2025 Form 10-K had disclosed this deal as pending under a January 5, 2026 definitive agreement at an aggregate purchase price of approximately $900 million. (Closing disclosed in the Q2 2026 Form 10-Q, accession 0000050863-26-000157; signing disclosed in the fiscal 2025 Form 10-K, accession 0000050863-26-000011.)

Board and management changes

• Dr. Craig H. Barratt was appointed to Intel's board of directors, effective November 10, 2025, and was subsequently named the board's incoming Chair, effective at the conclusion of the 2026 Annual Meeting, succeeding Frank D. Yeary, who announced on February 27, 2026 that he would retire from the board and not stand for reelection. (Accessions 0000050863-25-000194 and 0000050863-26-000044.)
• April Miller Boise, Intel's Executive Vice President and Chief Legal Officer, will separate from the company effective June 1, 2026, with severance benefits under Intel's existing Executive Severance Plan. (Accession 0000050863-26-000069.)
• Scott Gawel, Corporate Vice President and Chief Accounting Officer, resigned as principal accounting officer effective April 24, 2026; CFO David Zinsner assumed that role in addition to his existing duties as principal financial officer. (Accession 0000050863-26-000083.)
• At Intel's May 13, 2026 Annual Meeting, stockholders elected all 11 director nominees, ratified the independent auditor, approved say-on-pay, and approved amendments to the equity incentive and employee stock purchase plans; three stockholder proposals (on China exposure risk, human rights due diligence, and separating the Chair and CEO roles) were not approved. (Accession 0000050863-26-000118.)

Other items

Intel's January 23, 2026 filing recorded a technical resale-registration transfer of previously issued warrant and common stock shares held by the U.S. Department of Commerce (under the August 22, 2025 Warrant and Common Stock Agreement) onto Intel's new shelf registration statement; no new securities were issued and Intel received no proceeds. This is an administrative continuation of the U.S. government's existing equity stake in Intel, not a new transaction. (Accession 0000050863-26-000031.)