Short answer
Applied Materials (AMAT) filed an 8-K current report with the SEC on August 13, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q3 fiscal 2026 results for quarter ended July 26, 2026, announced August 13, 2026.
Applied Materials 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Q3 fiscal 2026 results for quarter ended July 26, 2026, announced August 13, 2026
- Press release containing financial results attached as Exhibit 99.1
- Results furnished under Form 8-K, not deemed filed under Exchange Act Section 18
Item EX-99.1 · Exhibit EX-99.1
- Q3 FY2026 revenue $9.12B, up 25% YoY, with record GAAP EPS $3.17, up 43%
- Operating leverage strengthened: GAAP margin 33.7% vs 30.6%, while non-GAAP margin reached 34.0%
- Semiconductor Systems revenue $7.04B, up from $5.56B, led by DRAM, advanced packaging and AI-related demand
- Q4 revenue outlook $10.25B ± $500M and non-GAAP EPS $4.02 ± $0.20, signaling continued momentum
- Record operating cash flow $3.04B supported $860M shareholder returns and $707M quarterly capital expenditures
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