AMAT Applied Materials
Q1 2026 10-Q
Filed: Feb 19, 2026Period ending Jan 25, 2026
Information Technology
Semiconductors & Related DevicesSEC EDGAR Applied Materials (AMAT) 10-Q quarterly report for Q1 2026, filed with SEC EDGAR on Feb 19, 2026 for the fiscal period ending Jan 25, 2026. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
AI Filing AnalysisQ1 2026 10-Q
Management Discussion & Analysis
- • Revenue $7.01B, down 2% YoY vs $7.17B, primarily due to lower Semiconductor Systems sales partly offset by higher Applied Global Services revenue
- • Operating margin 26.1% vs 30.4% YoY, down 4.3 points due to legal settlement charge, lower revenue, and increased RD&E expenses
Risk Factors
- • New legal risk: $253M settlement with U.S. Commerce over China export control violations signed Feb 11, 2026, with ongoing compliance obligations
- • Material update on trade risks: Expanded U.S. export license rules and entity list for China impacting market access and increasing regulatory complexity
Quarterly Financial SummaryXBRL
Revenue
$7.0B
▼ -2.1% YoY
Net Income
$2.0B
▲ +71.0% YoY
Net Margin
28.9%
▲ +1236bp YoY
Source: XBRL data from Applied Materials Q1 2026 10-Q filing on SEC EDGAR. All figures in USD.
Get deeper insights on Applied Materials
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.