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

Applied Materials posts record Q3 revenue of $9.12 billion, up 25% year over year

Positive Impact 4 of 5 earnings Written later

Applied Materials reported record third-quarter fiscal 2026 revenue of $9.12 billion, up 25%, with GAAP diluted EPS of $3.17 (up 43%) and non-GAAP diluted EPS of $3.50 (up 41%). The company also forecast fourth-quarter revenue of $10.25 billion plus or minus $500 million and non-GAAP diluted EPS of $4.02 plus or minus $0.20, and said it is raising its calendar 2026 Semiconductor Systems revenue expectations.

Key points

  • Q3 revenue was $9.12 billion versus $7.30 billion a year earlier; GAAP net income was $2.54 billion.
  • Q3 GAAP gross margin was 50.3% and non-GAAP gross margin was 50.4%, a 13th consecutive quarter of year-over-year gross margin expansion.
  • Fourth-quarter fiscal 2026 outlook: total revenue of $10.25 billion (plus or minus $500 million) and non-GAAP diluted EPS of $4.02 (plus or minus $0.20).
  • In the quarter, the company returned $860 million to shareholders: $440 million in share repurchases and $420 million in dividends.

The filing

CompanyApplied Materials (AMAT)
Form8-K, current report
Filed with the SECAug 13, 2026, 4:03 PM ET
Accession number0001628280-26-056699

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 August 13, 2026.

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.