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AI brief of an SEC Form 8-K · Applied Materials (AMAT)

Applied Materials Q4 revenue falls 3% to $6.80 billion; full-year revenue hits record

Mixed Impact 3 of 5 earnings Written later

Applied Materials reported fourth-quarter fiscal 2025 revenue of $6.80 billion, down 3% from a year earlier, and non-GAAP diluted EPS of $2.17, down 6%. For the full fiscal year, revenue rose 4% to $28.37 billion and non-GAAP EPS rose 9% to $9.42, and the company guided first-quarter fiscal 2026 revenue to $6.85 billion plus or minus $500 million.

Key points

  • Q4 fiscal 2025: revenue $6.80 billion, down 3%; GAAP diluted EPS $2.38, up 14%; non-GAAP diluted EPS $2.17, down 6%
  • Full fiscal 2025: revenue $28.37 billion, up 4%; non-GAAP diluted EPS $9.42, up 9%
  • Q1 fiscal 2026 outlook: total net revenue $6.85 billion plus or minus $500 million; non-GAAP diluted EPS $2.18 plus or minus $0.20
  • Q4 included $181 million in restructuring charges related to a workforce reduction plan announced in the fourth quarter

The filing

CompanyApplied Materials (AMAT)
Form8-K, current report
Filed with the SECNov 13, 2025, 4:03 PM ET
Accession number0001628280-25-051998

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 13, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.