Reg FD Disclosure · Company Update

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________ FORM 8-K  ____________________________________________________________________ CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 11, 2026 ____________________________________________________________________   Applied Materials, Inc. (Exact name of registrant as specified in its charter) ____________________________________________________________________ Delaware 000-06920 94-1655526 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.) 3050 Bowers Avenue P.O. Box 58039 Santa Clara , CA 95052-8039 (Address of principal executive offices) Registrant’s telephone number, including area code: ( 408 )  727-5555 N/A (Former name or former address, if changed since last report.)   Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of Each Class Trading Symbol Name of Each Exchange on Which Registered Common Stock, par value $.01 per share AMAT The NASDAQ Stock Market LLC Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging Growth Company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act).   ☐ Item 8.01 Other Events. As previously disclosed, Applied Materials, Inc. (“Applied” or the “Company”) has been cooperating with the U.S. Department of Justice (“DOJ”), the U.S. Securities and Exchange Commission (“SEC”), and the U.S. Commerce Department Bureau of Industry and Security (“BIS”) after receiving subpoenas from those agencies. The DOJ and the SEC have informed the Company that they have closed their respective inquiries, and no enforcement action has been taken by either agency. On February 11, 2026, the Company entered into a settlement agreement with BIS (the “Settlement Agreement”) to resolve its inquiry relating to certain China customer shipments and export controls compliance. Pursuant to the Settlement Agreement, the Company has agreed to pay $252.5 million to BIS in a one-time payment, and agreed to conduct internal audits of the Company’s export controls compliance program and maintain export compliance training and reporting mechanisms. Item 7.01 Regulation FD Disclosure. Applied issued a press release announcing the settlement with BIS, which is attached hereto as Exhibit 99.1. The information in this Item 7.01 and 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 under the Securities Act of 1933, as amended, or the Exchange Act, unless expressly incorporated by specific reference in such filing. Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 99.1   Press Release issued by Applied Materials , Inc. , dated February 11, 2026 104 Cover Page Interactive Data File (formatted as inline XBRL)   SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Applied Materials, Inc.  (Registrant)    Date: February 11, 2026 By: /s/ Teri A. Little Teri A. Little Senior Vice President, Chief Legal Officer and Corporate Secretary