{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-035071","form_type":"8-K","ticker":"AMAT","cik":"0000006951","company_name":"APPLIED MATERIALS INC /DE","filed_at":"2026-05-14T20:03:53+00:00","discovered_at":"2026-05-14T20:05:00.256001+00:00","generated_at":"2026-05-14T20:06:04.156315+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Applied Materials Q2 FY2026: Record revenue $7.91B, EPS $3.51 GAAP, $2.86 non-GAAP","bullets":["Revenue $7.91B (+11% YoY); GAAP EPS $3.51 (+33%), non-GAAP EPS $2.86 (+20%).","GAAP gross margin 49.9% (up 0.8 pts); non-GAAP gross margin 50.0%.","CEO expects semiconductor equipment business to grow more than 30% in calendar 2026.","Distributed $765M to shareholders: $400M in buybacks and $365M in dividends.","Free cash flow $210M, down 80% from $1.06B a year earlier."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-035071","json":"https://secwatch.observer/filing/0001628280-26-035071.json","markdown":"https://secwatch.observer/filing/0001628280-26-035071.md","text":"https://secwatch.observer/filing/0001628280-26-035071.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/6951/000162828026035071/0001628280-26-035071-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/6951/000162828026035071/amat-20260514.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T20:06:04.156315+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"aab75eefc786f3422cb35f01634234adbfb95c4a","claim":"APPLIED MATERIALS INC /DE reported second quarter ended April 26, 2026 results: revenue $7,910 million, net income $2,806 million, EPS $3.51.","evidence_excerpt":"986-7977 mike_sullivan@amat.com Media Contact: Ricky Gradwohl (408) 235-4676 ricky_gradwohl@amat.com APPLIED MATERIALS ANNOUNCES SECOND QUARTER 2026 RESULTS • Record revenue $7.91 billion, up 11 percent year over year • GAAP gross margin 49.9 percent and non-GAAP gross margin 50.0 percent • Record GAAP EPS $3.51 and record non-GAAP EPS $2.86, up 33 percent and 20","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/6951/000162828026035071/0001628280-26-035071-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended April 26, 2026"},{"label":"Revenue","value":"$7,910 million"},{"label":"Net income","value":"$2,806 million"},{"label":"EPS","value":"$3.51"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}