APPLIED MATERIALS INC /DE 8K

Applied Materials reported record Q3 FY2026 results driven by AI-related semiconductor demand, raised its outlook with strong Q4 guidance, and announced multiple technology, R&D partnership, and capacity expansion initiatives.

Applied Materials, Inc. filed a Form 8-K to furnish its earnings release for the third quarter of fiscal 2026, reporting record revenue of $9.12 billion (up 25% year over year), GAAP EPS of $3.17 and record non-GAAP EPS of $3.50, along with strong cash generation and capital returns to shareholders. The company highlighted significant momentum from AI-driven demand for its semiconductor equipment, raised its Semiconductor Systems revenue expectations for calendar 2026, and signaled confidence in continued growth into 2027. Management provided guidance for Q4 FY2026 with expected revenue of approximately $10.25 billion (± $500 million) and non-GAAP diluted EPS of $4.02 (± $0.20). The release also detailed new products and technologies for DRAM, advanced packaging, and logic/memory scaling, expanded EPIC Center R&D partnerships with Broadcom, UC Berkeley, and SCREEN Semiconductor Solutions, a $500 million Singapore manufacturing and R&D expansion, and a long-term joint development agreement with EssilorLuxottica for next-generation AR and AI-powered smart eyewear.

Filing Facts

CIK

6951

Ticker

AMAT

Form

8K

Source Type

sec

Accession

0001628280-26-056699

Alert Tier

9