Form 8-K · Current report
Applied Materials 8-K, filed Aug 13, 2026
- Filed
- CIK
- 0000006951
- Accession no.
- 0001628280-26-056699
Summary
Applied Materials reported record revenue of $9.12 billion, up 25% year over year, and record non-GAAP EPS of $3.50 for its third quarter ended July 26, 2026, while guiding fourth-quarter revenue to $10.25 billion ± $500 million and non-GAAP EPS to $4.02 ± $0.20. CEO Gary Dickerson said AI-driven demand led the company to raise its Semiconductor Systems revenue expectations for calendar 2026 and to expect another growth year in 2027.
Key points
- Third-quarter GAAP gross margin was 50.3% and GAAP operating income was $3.08 billion; non-GAAP gross margin was 50.4%.
- Semiconductor Systems revenue was $7.04 billion, with DRAM at 26% of segment revenue.
- Applied Materials announced three additional EPIC Center partnerships, with Broadcom, UC Berkeley, and SCREEN Semiconductor Solutions.
- Applied Materials opened a $500 million Tampines Campus in Singapore, more than doubling its advanced cleanroom capacity there.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On August 13, 2026, Applied Materials, Inc. (“Applied Materials”) announced its financial results for its third quarter ended July 26, 2026. A copy of Applied Materials’ press release is attached hereto as Exhibit 99.1. The information in this Form 8-K, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to liability under that section, and shall not be deemed to be incorporated by reference in any filing of Applied Materials under the Securities Act of 1933, as amended, or the Exchange Act…
An excerpt of the text as filed with the SEC, cut for length.
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