Micron Technology · 2026-03-18
Micron Technology (MU) Q2 FY2026财报发布：AI 内存需求、HBM、毛利率与现金流是主线
Revenue was $23.86B versus $13.64B in the prior quarter and $8.05B a year earlier.; GAAP gross margin was 74.4% and non-GAAP gross margin was 74.9%.; GAAP diluted EPS was $12.07 and non-GAAP diluted EPS was $12.20.; Operating cash flow was $11.90B and adjusted free cash flow was $7.2B.
Revenue was $23.86B versus $13.64B in the prior quarter and $8.05B a year earlier.
GAAP gross margin was 74.4% and non-GAAP gross margin was 74.9%.
GAAP diluted EPS was $12.07 and non-GAAP diluted EPS was $12.20.
Operating cash flow was $11.90B and adjusted free cash flow was $7.2B.
已披露数据
MU 这季真正改变的是定价权
Revenue was $23.86B versus $13.64B in the prior quarter and $8.05B a year earlier.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
GAAP gross margin was 74.4% and non-GAAP gross margin was 74.9%.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
GAAP diluted EPS was $12.07 and non-GAAP diluted EPS was $12.20.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
Operating cash flow was $11.90B and adjusted free cash flow was $7.2B.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
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