Micron Technology · Q2 FY2026 · 2026年3月18日
Micron Technology (MU) Q2 FY2026 財報: AI 記憶體需求、HBM、毛利率與現金流是主線
這是一份基於財報公告和所列一手文件整理的季度研究檔案。只有在具備可核實資料時，頁面才會展示市場一致預期、逐字稿、問答和股價反應。
官方財報公告SnowballHare 分析標準研究頁面
已披露結果
已披露結果
已披露結果
已披露結果
投資解讀
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%. 下一步研究重點是：SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
業績核對
已披露業績
| 指標 | 實際值 | 同比 |
|---|---|---|
| 收入 | $23.86BRevenue was $23.86B versus $13.64B in the prior quarter and $8.05B a year earlier. 來源 | — |
| 毛利率 | 74.4%GAAP gross margin was 74.4% and non-GAAP gross margin was 74.9%. 來源 | — |
| EPS | $12.07GAAP diluted EPS was $12.07 and non-GAAP diluted EPS was $12.20. 來源 | — |
| 現金流 | $11.90BOperating cash flow was $11.90B and adjusted free cash flow was $7.2B. 來源 | — |
投資者關注點
投資者可能關注甚麼
潛在業績驅動因素
- 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.
該記錄未儲存經過核實的盤後、次日及相對基準價格資料。以上因素屬於研究線索，並非對股價變動的量化歸因。
下一季度
下一步關注甚麼
| 指標 | 目前基準 | 下一步驗證 | 來源 |
|---|---|---|---|
| 收入 | $23.86B | SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。 | 一手來源 |
| 毛利率 | 74.4% | SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。 | 一手來源 |
| EPS | $12.07 | SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。 | 一手來源 |
| 現金流 | $11.90B | SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。 | 一手來源 |
一手文件
來源與文件
常見問題
讀者常見問題
Micron Technology 的收入是多少？
Revenue was $23.86B versus $13.64B in the prior quarter and $8.05B a year earlier.
Micron Technology 的毛利率是多少？
GAAP gross margin was 74.4% and non-GAAP gross margin was 74.9%.
Micron Technology 的EPS是多少？
GAAP diluted EPS was $12.07 and non-GAAP diluted EPS was $12.20.