連續季度業績歸檔
Micron Technology（MU）業績發布與電話會分析
按季度追蹤營收、營業利潤、現金流、業績指引與投資邏輯的持續性。業績事實、電話會可用性與逐字稿狀態分開呈現，缺失證據不會被當作已驗證分析。
6個追蹤季度
6項主要來源
Q3 FY2026最新期間
01
最新季度
最新的已驗證業績與電話會狀態Q3 FY2026 · 發布於 2026-06-25
Micron Technology (MU) Q3 FY2026 財報
業績已發布 電話會待發布 逐字稿待發布
業績原文$41.456BMicron 披露：FY2026 Q3 revenue 為 $41.456B，GAAP gross margin 為 84.6%，GAAP diluted EPS 為 $24.67。
業務單元$13.769BCloud Memory revenue 為 $13.769B，Core Data Center revenue 為 $11.524B；兩個資料中心相關業務合計超過 $25B。
現金流$7.1B公司披露 capex net 為 $7.1B，adjusted free cash flow 為 $18.3B，期末 cash、marketable investments 和 restricted cash 為 $30.2B。
Q4 指引$50.0BBusiness outlook 給出 FQ4 revenue $50.0B ± $1.0B，gross margin approximately 86%，non-GAAP diluted EPS $31.00 ± $1.00。
02
歷史業績
每個財務季度只保留一張歸檔卡片Q2 FY2026 · 發布於 2026-03-18
Micron Technology (MU) Q2 FY2026 財報: AI 記憶體需求、HBM、毛利率與現金流是主線
業績已發布 電話會待發布 逐字稿待發布
收入$23.86BRevenue was $23.86B versus $13.64B in the prior quarter and $8.05B a year earlier.
EPS$12.07GAAP diluted EPS was $12.07 and non-GAAP diluted EPS was $12.20.
毛利率74.4%GAAP gross margin was 74.4% and non-GAAP gross margin was 74.9%.
現金流$11.90BOperating cash flow was $11.90B and adjusted free cash flow was $7.2B.
Q1 FY2026 · 發布於 2025-12-17
Micron Technology (MU) Q1 FY2026 財報: AI 記憶體需求、HBM、毛利率與現金流是主線
業績已發布 電話會待發布 逐字稿待發布
收入$13.64BRevenue was $13.64B versus $11.32B in the prior quarter and $8.71B a year earlier.
EPS$4.60GAAP diluted EPS was $4.60 and non-GAAP diluted EPS was $4.78.
毛利率56.0%GAAP gross margin was 56.0% and non-GAAP gross margin was 56.8%.
現金流$8.41BOperating cash flow was $8.41B and adjusted free cash flow was $3.9B.
Q4 FY2025 · 發布於 2025-09-23
Micron Technology (MU) Q4 FY2025 財報: AI 記憶體需求、HBM、毛利率與現金流是主線
業績已發布 電話會待發布 逐字稿待發布
收入$11.32BMicron reported fiscal Q4 2025 revenue of $11.32B.
EPS$2.83GAAP diluted EPS was $2.83 and non-GAAP diluted EPS was $3.03.
毛利率44.7%GAAP gross margin was 44.7% and non-GAAP gross margin was 45.7%.
指引50%Management forecasted sequential revenue growth with gross margins exceeding 50%.
Q3 FY2025 · 發布於 2025-06-25
Micron Technology (MU) Q3 FY2025 財報: AI 記憶體需求、HBM、毛利率與現金流是主線
業績已發布 電話會待發布 逐字稿待發布
收入$9.30BRevenue was $9.30B versus $8.05B in the prior quarter and $6.81B a year earlier.
EPS$1.68GAAP diluted EPS was $1.68 and non-GAAP diluted EPS was $1.91.
現金流$4.61BOperating cash flow was $4.61B versus $3.94B in the prior quarter.
Read-throughN/AManagement tied the quarter to AI data-center demand and stronger memory fundamentals.
Q2 FY2025 · 發布於 2025-03-20
Micron Technology (MU) Q2 FY2025 財報: AI 記憶體需求、HBM、毛利率與現金流是主線
業績已發布 電話會待發布 逐字稿待發布
收入$8.05BMicron reported fiscal Q2 2025 revenue of $8.05B.
AI memory$1BHBM revenue crossed the $1B milestone in fiscal Q2.
Profitability$1.56,Non-GAAP diluted EPS was $1.56, with non-GAAP gross margin near 37.9%.
指引N/AThe company framed the next quarter around stronger AI demand and tight supply.
03
季度趨勢
僅比較口徑可比且已披露的指標| 指標 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 |
|---|---|---|---|---|
| 收入 | $9.30B | $11.32B | $13.64B | $23.86B |
| EPS | $1.68 | $2.83 | $4.60 | $12.07 |
05
來源與方法
本歸檔的證據邊界主要來源優先
已披露數據連結至公司業績、投資者關係材料或官方網絡直播；第三方逐字稿會單獨標註。
不補寫逐字稿
若未存有已驗證逐字稿或問答，歸檔只標註「僅官方直播」或「待發布」，不會重構管理層原話。
可比趨勢規則
同一項已披露指標至少覆蓋兩個季度時，才會進入趨勢表。