Every 8-K that Applied Materials, Inc. (AMAT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AMAT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AMAT filings page.
APPLIED MATERIALS INC /DE (AMAT) reported that its Board of Directors elected Akash Palkhiwala to the Board and to the Audit Committee, effective August 27, 2026. He currently serves as Chief Financial Officer and Chief Operating Officer of Qualcomm Incorporated and has held senior finance roles there since 2001.
As a non-employee director, Mr. Palkhiwala will receive an annual cash retainer of $100,000, plus an additional $25,000 annual retainer for Audit Committee service, each prorated for his actual service during the fiscal year. He will also receive an automatic grant of restricted stock units with a grant-date value of $250,000, calculated by dividing that amount by the market value of Applied’s common stock on his appointment date and prorated through the 2027 Annual Meeting of Shareholders. These RSUs are scheduled to vest in full on March 1, 2027, subject to his continued service on the Board. Applied states there are no arrangements or related-party transactions associated with his election and that he will enter into the company’s standard directors’ indemnification agreement.
Applied Materials, Inc. reported record third-quarter fiscal 2026 revenue of $9.12 billion, up 25% year over year. GAAP gross margin was 50.3% and non-GAAP gross margin 50.4%. GAAP operating income reached a record $3.08 billion (33.7% margin) and non-GAAP operating income was $3.10 billion (34.0% margin). GAAP EPS was $3.17 and record non-GAAP EPS was $3.50, up 43% and 41%, respectively.
The company generated record cash from operations of $3.04 billion and returned $860 million to shareholders via $440 million of share repurchases and $420 million in dividends. Semiconductor Systems revenue was $7.04 billion with a 55.3% gross margin and 37.7% operating margin; Applied Global Services revenue was $1.78 billion with a 35.6% gross margin.
For the fourth quarter of fiscal 2026, Applied Materials expects total revenue of about $10.25 billion +/- $0.50 billion and non-GAAP diluted EPS of $4.02 +/- $0.20. Management highlighted strong AI-driven demand, ongoing gross margin expansion and additional capacity investments to support projected demand through the end of the decade.
Applied Materials reported record results for Q2 FY2026, highlighted by strong growth in its semiconductor business and AI-focused partnerships. Revenue reached $7.91 billion, up 11 percent year over year, with GAAP EPS of $3.51 and non-GAAP EPS of $2.86, rising 33 percent and 20 percent, respectively.
GAAP gross margin was 49.9 percent and operating margin 31.9 percent, with GAAP net income of $2.81 billion. The company generated $845 million in cash from operations and returned $765 million to shareholders through $400 million of share repurchases and $365 million in dividends. Non-GAAP free cash flow declined to $210 million from $1.06 billion a year earlier as capital spending increased.
Management expects continued momentum, guiding Q3 FY2026 total revenue to about $8.95 billion, plus or minus $500 million, and non-GAAP diluted EPS of $3.36, plus or minus $0.20. The company also highlighted multiple EPIC Center collaborations, an agreement to acquire ASMPT’s NEXX business, and a 15 percent dividend increase to $0.53 per share.
Applied Materials reported the results of its March 12, 2026 Annual Meeting of Shareholders. Ten director nominees, including Gary E. Dickerson and James R. Anderson, were elected for one-year terms.
Shareholders approved executive compensation on an advisory basis, with 552,486,796 votes for, 41,457,649 against and 5,230,272 abstentions, plus 85,096,891 broker non-votes. They also ratified KPMG LLP as independent registered public accounting firm for fiscal 2026, with 636,399,482 votes for, 46,823,436 against and 1,048,690 abstentions.
Applied Materials reported fiscal Q1 2026 revenue of $7.01 billion, down 2 percent year over year, while GAAP diluted EPS rose 75 percent to $2.54. Non-GAAP EPS was $2.38, flat with the prior year.
GAAP gross margin was 49.0 percent and operating margin was 26.1 percent. The company generated $1.69 billion in cash from operations and returned $702 million to shareholders through $337 million of share repurchases and $365 million of dividends.
Management highlighted record revenue in Semiconductor Systems and record services and spares revenue in Applied Global Services, driven by investments in AI computing, leading-edge logic, high-bandwidth memory and advanced packaging. For Q2 FY2026, Applied expects total revenue around $7.65 billion ± $0.50 billion and non-GAAP diluted EPS of $2.64 ± $0.20.
Applied Materials, Inc. announced it has resolved a U.S. government review of its export-control compliance related to certain shipments to China between November 2020 and July 2022. The company entered into a settlement agreement with the U.S. Commerce Department’s Bureau of Industry and Security, agreeing to pay $252.5 million in a one-time civil payment and to conduct internal audits, training and reporting on export controls compliance.
The U.S. Department of Justice and the U.S. Securities and Exchange Commission have closed their related inquiries with no enforcement action. Applied states that resolving the matter is in the best interest of the company and says it remains committed to strong export-control and trade-compliance practices while focusing on its technology roadmap and next-generation semiconductor opportunities.
Applied Materials filed an 8-K stating it announced financial results for its fourth quarter and fiscal year ended October 26, 2025. The detailed results are provided in a press release furnished as Exhibit 99.1 under Item 2.02 and are not deemed “filed” under the Exchange Act. The company’s common stock trades on Nasdaq under the symbol AMAT.
Applied Materials (AMAT) announced a workforce reduction plan impacting approximately four percent of its global employees. The company expects to record $160 million to $180 million in charges, primarily severance and other one-time termination benefits to be paid in cash, along with other non-cash charges.
Management expects to recognize most of these charges in the fourth quarter of fiscal 2025 and to complete the plan in the first quarter of fiscal 2026, subject to local legal requirements and consultations with employee representatives. An employee email from CEO Gary E. Dickerson outlining the plan was furnished as Exhibit 99.1 and is not deemed filed.
The company frames the action as positioning the business for continued growth by becoming more competitive and productive. The timing and amount of charges are forward-looking and may change based on execution of the plan.
Applied Materials, Inc. reports that a new U.S. Department of Commerce Bureau of Industry and Security rule, referred to as the BIS Affiliates Rule, will further limit its ability to export certain products and provide parts and services to specific China-based customers without a license. Applied currently estimates that this rule will reduce its net revenue for the fourth quarter of fiscal 2025 by approximately $110 million. The company also currently expects that its net revenue for fiscal 2026 will be reduced by approximately $600 million as a result of these expanded export restrictions.
Applied Materials, Inc. entered into a new 364-day revolving credit agreement providing up to $2.0 billion in unsecured borrowing capacity, with the option to increase the facility to $3.0 billion if additional lender commitments are obtained and customary conditions are met. The facility can be used for general corporate purposes.
Borrowings will bear interest at a rate based on either Term SOFR plus a margin of 0.50%–1.00%, or an alternative base rate formula tied to federal funds, the prime rate, or Term SOFR plus 1.0%. Applied must also pay commitment fees of 0.04%–0.10% on unused commitments. The agreement includes customary covenants, including a minimum consolidated adjusted EBITDA-to-net interest expense ratio of 3.0 to 1.0, and standard events of default. The facility matures on September 24, 2026, with an option to convert outstanding loans into term loans maturing on September 24, 2027 for a 0.75% conversion fee. Applied has not borrowed under this facility as of the report date.
Applied Materials, Inc. filed an 8-K reporting material documentation for debt securities and related legal opinions. The filing references an Underwriting Agreement dated September 15, 2025, a Second Supplemental Indenture dated September 18, 2025, and included forms for the 2031 Notes and 2036 Notes. The submission also attaches the opinion and consent of Wilson Sonsini Goodrich & Rosati and an embedded Cover Page Interactive Data File. The document is dated September 19, 2025 and appears to memorialize the legal and offering framework for the referenced note issuances rather than disclose principal amounts or offering proceeds.
Applied Materials, Inc. reported that director Yvonne McGill resigned from its Board of Directors, effective September 12, 2025. The company states that her resignation is not due to any disagreement with Applied Materials regarding its operations, policies, or practices. The filing does not describe changes to management roles or board structure beyond her departure.
Applied Materials (AMAT) 8-K: On 18-Jul-2025 the Board elected James R. Anderson as an independent director and member of the Strategy & Investment Committee, effective immediately.
The compensation mirrors the company’s standard non-employee director program:
- $100,000 annual cash retainer (prorated for the remainder of FY25)
- $10,000 additional cash retainer for committee service (prorated)
- Automatic grant of restricted stock units equal to $240,000 divided by AMAT’s market price on the appointment date, prorated to the 2026 annual meeting; RSUs vest in full on 1-Mar-2026, subject to continued service
Mr. Anderson will sign the company’s customary indemnification agreement. The filing states there are no related-party transactions or special arrangements linked to his election. A press release (Exhibit 99.1) dated 22-Jul-2025 announcing the appointment was furnished under Item 7.01. No financial results, guidance, or other material events were disclosed.