---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-056699"
form_type: "8-K"
ticker: "AMAT"
cik: "0000006951"
company_name: "APPLIED MATERIALS INC /DE"
filed_at: "2026-08-13T20:03:36+00:00"
generated_at: "2026-08-13T20:04:04.587037+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Applied Materials Q3 FY26 record revenue $9.12B, EPS $3.50, raises FY26 outlook

## Summary
- Revenue $9.12B up 25% YoY; GAAP EPS $3.17, non-GAAP EPS $3.50 (up 43%/41% YoY).
- GAAP gross margin 50.3%, non-GAAP 50.4%; 13th consecutive quarter of YoY expansion.
- Record operating cash flow $3.04B; returned $860M via $440M buybacks and $420M dividends.
- Raising Semiconductor Systems revenue expectations for CY2026; expects stronger growth in 2027.
- CFO sees H2 strength in DRAM, leading-edge foundry-logic, advanced packaging; adding capacity.

## SEC filing metadata
- accession: 0001628280-26-056699
- form_type: 8-K
- ticker: AMAT
- cik: 0000006951
- company_name: APPLIED MATERIALS INC /DE
- filed_at: 2026-08-13T20:03:36+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/6951/000162828026056699/0001628280-26-056699-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/6951/000162828026056699/amat-20260813.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-056699
- JSON: https://secwatch.observer/filing/0001628280-26-056699.json
- Plain text: https://secwatch.observer/filing/0001628280-26-056699.txt

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