Micron Technology Non-GAAP EPS of $3.03 beats by $0.17, revenue of $11.32B beats by $160M

  • Micron Technology press release (NASDAQ:MU): Q4 Non-GAAP EPS of $3.03 beats by $0.17.
  • Revenue of $11.32B (+46.1% Y/Y) beats by $160M.
  • Operating cash flow of $5.73 billion versus $4.61 billion for the prior quarter and $3.41 billion for the same period last year
  • Fiscal 2025 highlights

    • Revenue of $37.38 billion versus $25.11 billion for the prior year
    • Non-GAAP net income of $9.47 billion, or $8.29 per diluted share
    • Operating cash flow of $17.53 billion versus $8.51 billion for the prior year
    • The following table presents Micron’s guidance for the first quarter of 2026:

      FQ1-26 GAAP(1) Outlook Non-GAAP(2) Outlook
      Revenue $12.50 billion ± $300 million vs. consensus of $11.83B $12.50 billion ± $300 million
      Gross margin 50.5% ± 1.0% 51.5% ± 1.0%
      Operating expenses $1.49 billion ± $20 million $1.34 billion ± $20 million
      Diluted earnings per share $3.56 ± $0.15 $3.75 ± $0.15 vs. consensus of $3.04
  • Shares +3.22% AH.

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