Highest-materiality recent filing
Applied Materials Q3 FY26 record revenue $9.12B, EPS $3.50, raises FY26 outlook
Revenue $9.12B up 25% YoY; GAAP EPS $3.17, non-GAAP EPS $3.50 (up 43%/41% YoY).
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%).
Agreed to pay $252.5M to BIS to resolve allegations of non-compliant China customer shipments from Nov 2020 to July 2022.
Revenue $7.01B, down 2% YoY; GAAP net income $2.026B (EPS $2.54) vs $1.185B ($1.45) prior year.
Q4 FY2025 revenue $6.80B (-3% YoY); GAAP EPS $2.38 (+14%), non-GAAP EPS $2.17 (-6%).
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.
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%).
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%).
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.
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.
Full-year revenue record $27.18B, up 2% YoY; GAAP EPS $8.61 (+6%), non-GAAP EPS $8.65 (+7%).
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%).
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.
Applied Materials Q1 FY2024: rev flat $6.71B, GAAP EPS $2.41 (+19%), non-GAAP $2.13 (+5%)
Revenue $6.71B flat YoY; GAAP EPS $2.41 (+19%), non-GAAP EPS $2.13 (+5%).
Applied Materials Q4 revenue $6.72B flat YoY; GAAP EPS $2.38 up 29%; FY2023 record revenue $26.52B
Quarterly revenue $6.72B flat YoY; GAAP EPS $2.38 (+29%), non-GAAP EPS $2.12 (+4%).
Applied Materials Q3 revenue $6.43B, down 1% YoY; GAAP EPS $1.85 flat, non-GAAP EPS $1.90 down 2%
Revenue $6.43B (-1% YoY); GAAP operating margin 28.0% (down 1.5 pts), non-GAAP op. margin 28.3% (down 1.7 pts).
Applied Materials Q2 FY2023 revenue $6.63B (+6% YoY), EPS $1.86/$2.00 GAAP/non-GAAP
Revenue $6.63B (+6% YoY); GAAP EPS $1.86 (+7%), non-GAAP EPS $2.00 (+8%).
Applied Materials Q1 revenue $6.74B up 7% YoY; GAAP EPS $2.02, non-GAAP EPS $2.03
Revenue $6.74B (+7% YoY); GAAP EPS $2.02 (+1% YoY); non-GAAP EPS $2.03 (+7% YoY).
Record Q4 revenue $6.75B (+10% YoY); annual revenue $25.79B (+12% YoY).
Applied Materials cuts Q4 revenue guide ~$400M on new China export rules; discloses subpoena
Q4 revenue outlook lowered to ~$6.4B from prior ~$6.65B; $400M reduction due to US export regulations on China.
Applied Materials Q3 revenue record $6.52B, EPS $1.85; supply chain constraints persist
Revenue $6.52B (+5% YoY); GAAP EPS $1.85 (-1% YoY); non-GAAP EPS $1.94 (+2% YoY).
Applied Materials Q2 FY2022 revenue $6.25B (+12% YoY), GAAP EPS $1.74 (+22% YoY)
Non-GAAP adjusted diluted EPS of $1.85, up 13% YoY from $1.63.
Applied Materials appoints Brice Hill as CFO, effective March 7, 2022
Brice Hill, former Xilinx CFO, succeeds interim CFO Bob Halliday; Halliday stays as advisor.
Applied Materials Q1 revenue $6.27B record, up 21% YoY; GAAP EPS $2.00 up 64%
Record quarterly revenue of $6.27B, up 21% YoY; GAAP EPS $2.00 (up 64%), non-GAAP EPS $1.89 (up 36%).
Applied Materials reports record annual revenue of $23.06B, up 34% YoY; Q4 EPS $1.89 GAAP
Q4 revenue $6.12B (+31% YoY) at low-end of guidance due to supply constraints; GAAP EPS $1.89, non-GAAP $1.94.
Applied Materials CFO Dan Durn departs for Adobe; Bob Halliday named interim CFO
Dan Durn, SVP and CFO, leaving Oct. 15 to become CFO at Adobe Inc.
Applied Materials reports record Q3 revenue $6.20B (+41% YoY), EPS $1.87 (+105%)
Revenue $6.20B (record), up 41% YoY; GAAP operating margin 32.5% (record).
On August 27, 2026, the Board of Directors (the “Board”) of Applied Materials, Inc. (“Applied” or the “Company”) elected Akash Palkhiwala to the Board and the Board’s Audit Committee, effective immediately.
On February 27, 2024, Applied Materials, Inc. (“Applied” or the “Company”) appointed Adam Sanders as the Company’s Appointed Vice President, Corporate Controller and Chief Accounting Officer (“Chief Accounting Officer”), effective March 4, 2024 (the “Effective Date”).
Charles Read will serve as the Company’s interim principal accounting officer, effective immediately.
On December 11, 2023, Jeff Bodner, the principal accounting officer of Applied Materials, Inc. (the “Company” or “Applied”), departed the Company.
On October 20, 2022, the Board of Directors (the “Board”) of Applied Materials, Inc. (“Applied” or the “Company”) elected Kevin P. March to the Board and the Board’s Audit Committee, effective immediately.
Ali Salehpour, then Senior Vice President, Services, Display and Flexible Technology of Applied Materials, Inc. (“Applied” or the “Company”), notified Applied of his intent to retire from the Company in January 2023.
Effective September 13, 2022, Mr. Read will begin serving as the Company’s Corporate Vice President, Business Units and Operations CFO.
On September 6, 2022, Applied appointed Jeff Bodner as the Company’s new Corporate Vice President, Corporate Controller and Chief Accounting Officer, effective September 13, 2022
On August 23, 2022, Ali Salehpour, Senior Vice President, Services, Display and Flexible Technology of Applied Materials, Inc. (“Applied” or the “Company”), notified Applied of his intent to retire from the Company in January 2023.
appointed Brice Hill, age 55, Senior Vice President, Chief Financial Officer, of the Company, effective on March 7, 2022
Mr. Hill will succeed Robert J. Halliday, the Company’s interim Chief Financial Officer. Mr. Halliday will remain with the Company to support a smooth transition and resume his role as a Corporate Vice President and Advisor.
On September 28, 2021, Daniel J. Durn, Applied Materials, Inc.’s (“Applied” or the “Company”) Senior Vice President, Chief Financial Officer, notified the Company he will be leaving Applied to become the CFO at Adobe Inc.
Max materiality 0.90 · Median 0.60 · Most common event earnings