Recent 8-K filings for AMAT

• May 14, 2026, 4:03 PM ET earnings materiality 0.85 positive item 2.02item 9.01

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

  Revenue $7.91B (+11% YoY); GAAP EPS $3.51 (+33%), non-GAAP EPS $2.86 (+20%).

• March 13, 2026, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Shareholders elect 10 directors and approve advisory say-on-pay at 2026 annual meeting

  All 10 director nominees elected; lowest support was Kevin P. March with 89.6% of votes cast.

• February 12, 2026, 6:59 PM ET regulatory materiality 0.70 negative item 8.01item 7.01item 9.01

  Applied Materials settles BIS export control probe for $252.5M; DOJ/SEC close inquiries without action

  Agreed to pay $252.5M to BIS to resolve allegations of non-compliant China customer shipments from Nov 2020 to July 2022.

• February 12, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Applied Materials Q1 revenue $7.01B (-2% YoY); GAAP EPS $2.54 (+75%), non-GAAP flat; record DRAM/services

  Revenue $7.01B, down 2% YoY; GAAP net income $2.026B (EPS $2.54) vs $1.185B ($1.45) prior year.

• November 13, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Applied Materials reports record FY2025 revenue $28.37B, up 4%; annual GAAP EPS $8.66, non-GAAP $9.42

  Q4 FY2025 revenue $6.80B (-3% YoY); GAAP EPS $2.38 (+14%), non-GAAP EPS $2.17 (-6%).

• October 23, 2025, 7:59 PM ET other material materiality 0.55 negative item 2.05item 7.01item 9.01 ◈ Restructurings & Charges

  Applied Materials to cut ~4% of workforce; expects $160M-$180M in charges

  Approximately 4% of global workforce impacted; expects $160M-$180M in charges, primarily severance and one-time benefits.

• October 2, 2025, 7:59 PM ET regulatory materiality 0.85 negative item 7.01

  BIS export rule to reduce Applied Materials Q4 FY2025 rev by $110M, FY2026 by $600M

  BIS issued expanded export restrictions affecting Applied Materials' China sales.

• September 26, 2025, 7:59 PM ET debt materiality 0.45 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Applied Materials secures $2.0B 364-day revolving credit facility due Sept 2026

  364-day $2.0B unsecured revolving credit facility with Bank of America as administrative agent.

• September 19, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 8.01item 9.01

  Applied Materials prices $1B dual-tranche senior notes; proceeds to refinance 2025 maturity

  Issued $550M of 4.000% senior notes due 2031 and $450M of 4.600% senior notes due 2036.

• September 15, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02

  Director Yvonne McGill resigns from Applied Materials board effective Sept 12, 2025

  Yvonne McGill resigned from the Board of Directors, effective September 12, 2025.

• August 14, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Applied Materials Q3 revenue $7.30B (record), EPS $2.22/$2.48; guides Q4 down

  Record revenue $7.30B, +8% YoY; GAAP EPS $2.22 (+8%), record non-GAAP EPS $2.48 (+17%).

• July 22, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02item 7.01item 9.01

  Applied Materials appoints Jim Anderson to Board of Directors, effective July 18, 2025

  Jim Anderson, CEO of Coherent Corp., elected to Board and Strategy & Investment Committee effective July 18, 2025.

• May 15, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Applied Materials Q2 revenue $7.1B (+7% YoY), record GAAP EPS $2.63 (+28%)

  Revenue $7.10B (+7% YoY); GAAP EPS $2.63 (record, +28%); non-GAAP EPS $2.39 (+14%).

• April 14, 2025, 7:59 PM ET M&A materiality 0.70 positive item 8.01item 9.01

  Applied Materials buys 9% stake in BE Semiconductor Industries to boost hybrid bonding

  Purchased 9% of Besi's outstanding common stock through market-based transactions; no regulatory approvals needed.

• March 10, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Applied Materials shareholders elect directors, approve say-on-pay, ratify KPMG at 2025 annual meeting

  All ten director nominees elected; top vote-getters: Scott McGregor (593.1M for) and Gary Dickerson (590.5M for).

• February 27, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 1.02item 2.03item 9.01

  Applied Materials enters $2.0B revolving credit facility, replaces $1.5B prior facility

  New five-year $2.0B revolving credit facility, matures February 24, 2030.

• February 13, 2025, 6:59 PM ET earnings materiality 0.30 neutral item 2.02item 9.01

  Applied Materials announces Q1 FY2025 results; specific figures not available in provided text

  Fiscal Q1 ended January 26, 2025 earnings released; no revenue, EPS, or guidance figures extracted.

• November 14, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Applied Materials Q4 revenue record $7.05B (+5% YoY); GAAP EPS $2.09 (-12%), non-GAAP EPS $2.32 (+9%)

  Full-year revenue record $27.18B, up 2% YoY; GAAP EPS $8.61 (+6%), non-GAAP EPS $8.65 (+7%).

• August 15, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Applied Materials reports record Q3 revenue of $6.78B, GAAP EPS $2.05, up 11% YoY

  Revenue $6.78B, up 5% YoY; GAAP EPS $2.05 (+11%), non-GAAP EPS $2.12 (+12%).

• June 11, 2024, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 8.01item 9.01

  Applied Materials completes $700M senior notes offering at 4.800% due 2029

  $700M aggregate principal of 4.800% senior unsecured notes due June 15, 2029.

• May 16, 2024, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases

  Applied Materials Q2 FY2024 EPS up 5% (non-GAAP) to $2.09; revenue flat at $6.65B

  GAAP EPS $2.06, up 11% YoY; net income $1.72B.

• March 11, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×5

  Applied Materials annual meeting elects 10 directors, approves say-on-pay, rejects two shareholder proposals

  All ten director nominees elected, including CEO Gary Dickerson and Aart de Geus.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

6 positive 3 negative 13 neutral

source · AMAT on sec.gov