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%).

• 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 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.

• 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%).

• 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.

• 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.

• 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%).

• 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.

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