Applied Materials Inc. filings document the regulatory record for a Nasdaq-listed semiconductor equipment company with common stock registered under the Exchange Act. Recent 8-K reports cover operating results, material agreements, shareholder-meeting voting results, capital resources, export-control compliance matters, and restructuring-related costs.
Proxy materials and current reports describe board elections, advisory shareholder votes, governance matters, and financing arrangements such as revolving credit facilities. The filings also record completed regulatory inquiries and export-compliance commitments tied to certain China customer shipments.
Applied Materials, Inc. (AMAT) reported strong results for the quarter ended July 26, 2026. Revenue rose to $9.1 billion from $7.3 billion a year earlier, and net income increased to $2.54 billion from $1.78 billion. Gross margin improved to 50.3%, and operating margin to 33.7%, helped by higher volumes, increased average selling prices and lower material and manufacturing costs. Semiconductor Systems remained the main contributor, with segment revenue of $7.0 billion and operating margin of 37.7%. Applied Global Services delivered $1.8 billion of revenue with a 30.1% operating margin.
For the first nine months of fiscal 2026, revenue grew to $24.0 billion from $21.6 billion, and net income rose to $7.37 billion from $5.10 billion. Operating cash flow was $5.57 billion, and cash, cash equivalents and investments totaled $14.5 billion. The effective tax rate declined to 12.9%, primarily due to tax incentives and prior-year CAMT valuation effects. AMAT recorded a $253 million charge related to a settlement of an export controls compliance matter and continued returning capital via $1.1 billion in share repurchases and $1.2 billion in dividends over nine months.
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 corporate controller and chief accounting officer Adam Sanders reported an automatic tax-withholding transaction tied to restricted stock units. On this Form 4, 125 shares of common stock were withheld at $650.91 per share to cover tax obligations on RSU vesting under Rule 16b-3.
After this withholding, Sanders directly holds 4,155 shares of Applied Materials common stock. This figure includes 3,780 restricted stock units that are scheduled to convert into shares on a one-for-one basis as they vest in installments from October 2026 through January 2030, subject to continued employment.
Applied Materials President and CEO Gary E. Dickerson reported open-market sales of 78,321 shares of common stock in late June. The sales occurred on June 29 and June 30 at prices around the low to mid-$700s per share, according to the Form 4.
After these transactions, Dickerson directly owns 1,599,843 shares of Applied Materials common stock. His holdings also include 379,244 performance share units and restricted stock units that may convert one-for-one into additional shares between 2026 and 2028, subject to continued employment and performance goals.
Gary Dickerson, an officer of Applied Materials (AMAT), gave notice of a proposed sale of 100,000 common shares, with an approximate sale date of June 29, 2026 and an aggregate market value of $70,000,000. UBS Financial Services Inc. is named as broker. The notice lists 100,000 shares acquired from the issuer through an RSU / PSU transaction. During the prior three months, Dickerson reported sales of 11,273 shares on June 15, 2026 for gross proceeds of $6,651,211 and 71,727 shares on June 16, 2026 for gross proceeds of $42,586,834.
Applied Materials executive Prabu G. Raja reported a sale of 10,000 shares of common stock on June 18, 2026. The shares were sold in open-market transactions at a weighted average price of $633.53 per share through a living trust.
After the sale, the living trust held 346,642 shares indirectly, while Raja also held 100,663 shares directly. That direct figure includes 100,517 performance share units and restricted stock units that are scheduled to vest in installments from December 2026 through December 2028, subject to continued employment and performance goals.
Applied Materials director Thomas J. Iannotti reported several equity movements in company stock. He completed an open-market sale of 9,250 shares of common stock at a weighted average price of $599.77 per share, with prices ranging from $599.45 to $600.39. After this sale, he directly held 39,809 shares, which include 741 restricted stock units scheduled to vest in March 2027, subject to continued board service. He also made a bona fide gift of 750 shares and reported 1,500 shares held indirectly through a grantor retained annuity trust.
Applied Materials Senior Vice President and CTO Omkaram Nalamasu reported open-market sales of 35,000 shares of common stock in multiple transactions. The trades occurred on June 15–16, 2026 at weighted average prices generally around $590–$597 per share, across nine separate sale entries.
Following these transactions, the filing notes that Nalamasu continues to hold a substantial direct equity position in Applied Materials common stock, and also references 59,466 performance share units and restricted stock units that may convert one-for-one into additional shares upon future vesting between December 2026 and December 2028, subject to continued employment and performance conditions.
APPLIED MATERIALS INC /DE President and CEO Gary E. Dickerson reported significant insider transactions in Common Stock. Over June 15–16, 2026, he sold a total of 83,000 shares in a series of open-market trades at prices generally around $590–$599.50 per share, based on weighted-average pricing disclosures. He also made a bona fide gift of 17,000 shares at no consideration. Following these transactions, he directly holds 1,678,164 shares of Applied Materials common stock.
Applied Materials senior vice president Timothy M. Deane reported both an open-market sale and a share gift. He sold 8,621 shares of common stock at an average price of $590.7649 per share and made a bona fide gift of 1,545 shares. After these transactions, he directly holds 133,086 shares. His holdings include 65,058 performance share units and restricted stock units that may convert one-for-one into common stock between October 2026 and 2028, subject to continued employment and performance conditions, with actual performance share vesting ranging from 0% to 200% of the target amount.