MU
Micron Technology·NASDAQ
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MU fundamentals
Micron Technology (MU) released its earnings on Mar 18, 2026: revenue was 23.86B (YoY +196.29%), beat estimates; EPS was 12.2 (YoY +682.05%), beat estimates.
Revenue / YoY
23.86B
+196.29%
EPS / YoY
12.2
+682.05%
Report date
Mar 18, 2026
MU Earnings Call Summary for Q2,2026
- NAND Expansion: $25B+ CapEx for new fabs, with NAND growth driven by AI SSDs (Gen 6 SSDs, KV Cash adoption).
- DRAM Supply Tightness: FY26-27 supply constrained, with new fabs ramping in FY28. HBM3E/HVMI yield improvements offset start-up costs (~$100M/Q).
- CXL & Memory Pooling: Limited near-term impact, but experimentation continues.
- Long-Term Growth: 20%+ NAND bit growth, mid-teens DRAM, driven by AI, robotics, and inferencing.
- Margin Dynamics: Non-HBM margins higher, but allocation dictated by system balance. OpEx rising (~$1.7B/Q in FY27) for R&D.
EPS
Actual | 0.45 | 0.82 | 1.08 | 0.78 | 0.98 | 1.88 | 2.42 | 2.16 | 2.14 | 2.59 | 1.45 | -0.04 | -1.91 | -1.43 | -1.07 | -0.95 | 0.42 | 0.62 | 1.18 | 1.79 | 1.56 | 1.91 | 3.03 | 4.78 | 12.2 | |||||||||||||||
Forecast | 0.3689 | 0.7481 | 0.9832 | 0.6842 | 0.9471 | 1.7199 | 2.3332 | 2.099 | 1.9757 | 2.443 | 1.3699 | -0.0198 | -0.6672 | -1.6105 | -1.1442 | -1.0052 | -0.2527 | 0.4801 | 1.1159 | 1.7629 | 1.4295 | 1.6024 | 2.8618 | 3.9613 | 9.1864 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +21.98% | +9.61% | +9.85% | +14.00% | +3.47% | +9.31% | +3.72% | +2.91% | +8.32% | +6.02% | +5.85% | -102.02% | -186.27% | +11.21% | +6.48% | +5.49% | +266.20% | +29.14% | +5.74% | +1.54% | +9.13% | +19.20% | +5.88% | +20.67% | +32.81% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.80B | 5.44B | 6.06B | 5.77B | 6.24B | 7.42B | 8.27B | 7.69B | 7.79B | 8.64B | 6.64B | 4.08B | 3.69B | 3.75B | 4.01B | 4.73B | 5.82B | 6.81B | 7.75B | 8.71B | 8.05B | 9.30B | 11.31B | 13.64B | 23.86B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.69B | 5.27B | 5.89B | 5.66B | 6.19B | 7.23B | 8.23B | 7.68B | 7.53B | 8.64B | 6.73B | 4.13B | 3.71B | 3.65B | 3.96B | 4.58B | 5.35B | 6.67B | 7.65B | 8.71B | 7.90B | 8.86B | 11.22B | 12.91B | 19.97B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.20% | +3.18% | +2.84% | +1.95% | +0.71% | +2.59% | +0.57% | +0.13% | +3.43% | -0.00% | -1.27% | -1.17% | -0.57% | +2.80% | +1.36% | +3.16% | +8.92% | +2.13% | +1.32% | -0.06% | +1.97% | +4.94% | +0.87% | +5.70% | +19.50% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for Micron Technology year over year?What were the key takeaways from Micron Technology’s earnings call?What does Micron Technology do and what are its main business segments?Did Micron Technology beat or miss consensus estimates last quarter?What is Micron Technology's latest dividend and current dividend yield?What were the key takeaways from Micron Technology's earnings call?What is the market's earnings forecast for Micron Technology next quarter?What is Micron Technology's gross profit margin?
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