---
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"
generated_at: "2026-05-14T20:06:04.156315+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Applied Materials Q2 FY2026: Record revenue $7.91B, EPS $3.51 GAAP, $2.86 non-GAAP

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-035071
- JSON: https://secwatch.observer/filing/0001628280-26-035071.json
- Plain text: https://secwatch.observer/filing/0001628280-26-035071.txt

## Key facts
- Earnings Releases
  APPLIED MATERIALS INC /DE reported second quarter ended April 26, 2026 results: revenue $7,910 million, net income $2,806 million, EPS $3.51.
  - Period: second quarter ended April 26, 2026
  - Revenue: $7,910 million
  - Net income: $2,806 million
  - EPS: $3.51
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/6951/000162828026035071/0001628280-26-035071-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.