earnings
confidence high
sentiment positive
materiality 1.00
Micron FQ4 revenue $54.23B vs $11.32B YoY; FY26 GAAP EPS $74.33; guides FQ1-27 revenue $61.5B
MICRON TECHNOLOGY INC
2026-FY EPS reported
$74.33
revenue$133,188,000,000
- FQ4 GAAP net income $37.70B, EPS $32.87; non-GAAP net income $38.40B, EPS $33.42; operating cash flow $43.97B.
- FY26 revenue $133.19B vs $37.38B in FY25; GAAP net income $84.97B ($74.33/sh), non-GAAP $86.76B ($75.52/sh); operating cash flow $89.68B.
- Business units: Core Data Center $18.00B (90% gross margin), Cloud Memory $16.28B (83%), Mobile & Client $13.11B (90%), Auto & Embedded $6.82B (84%).
- FQ1-27 guidance: revenue $61.5B ±$1.5B, non-GAAP EPS $38.15 ±$1.00, non-GAAP gross margin ~86.25%; FY26 net capex $27.37B; cash $73.48B.
- Board declared $0.15/share quarterly dividend, payable Oct 29, 2026 to holders of record Oct 14, 2026.