Sandisk Q3 revenue $5.95B beats guidance; Q4 outlook $7.75-8.25B; $6B buyback

Sandisk Corp

2026-Q3 EPS reported $29.42 revenue$11,283,000,000

Q3 revenue $5.95B, up 97% QoQ and above guidance; GAAP EPS $23.03, Non-GAAP $23.41.
Datacenter revenue surged 233% QoQ to $1.47B; Edge up 118%; Consumer down 10%.
Q4 guidance: revenue $7.75B-$8.25B, Non-GAAP EPS $30.00-$33.00.
Board authorized $6B share repurchase program; zero-debt balance sheet.
Non-GAAP gross margin improved to 78.4% from 51.1% in Q2.

item 2.02 item 8.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Sandisk Corp reported fiscal third quarter ended April 3, 2026 results: revenue $5.95 billion, net income $3,615 million ($23.03 diluted net income per share), EPS $23.03.

Period: fiscal third quarter ended April 3, 2026
Revenue: $5.95 billion
Net income: $3,615 million ($23.03 diluted net income per share)
EPS: $23.03
Result: reported results

Exact text from the filing

Third quarter revenue was $5.95 billion, up 97% sequentially and above the guidance range, with GAAP net income reported at $3,615 million ($23.03 diluted net income per share).

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Source: SEC EDGAR

accession 0001628280-26-028879

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