ComputeLabs Research

Micron reported FY2026 fourth-quarter adjusted revenue of $54.23 billion, including $16.28 billion from its Cloud Memory business.

· ComputeLabs Research · from the September 30, 2026 edition

The supplied earnings summaries report Micron (美光科技) fiscal 2026 fourth-quarter adjusted revenue of $54.23 billion, versus an estimate of $51.49 billion. Cloud Memory revenue was $16.28 billion, versus $15.14 billion estimated; Mobile & Client revenue was $13.11 billion, versus $12.95 billion; and Automotive & Embedded revenue was $6.82 billion, versus $4.73 billion.

The detailed summary reports 87% adjusted gross margin, versus 86.2% estimated, and $44.64 billion in adjusted operating income, versus $42.75 billion estimated. It also reports $43.97 billion in operating cash flow, versus $33.87 billion estimated, and $33.42 adjusted earnings per share, versus $31.83 estimated.

For fiscal 2027’s first quarter, Micron reportedly guided to $60 billion–$63 billion in adjusted revenue, $37.15–$39.15 in adjusted earnings per share, and approximately 86.3% adjusted gross margin. The supplied comparison estimates were $56.77 billion for revenue, $36.02 for adjusted earnings per share, and 86.7% for adjusted gross margin; these are forecasts and analyst estimates, not realized first-quarter results.

Other messages report fourth-quarter revenue of $54.229 billion, compared with $11.315 billion a year earlier, and net income of $37.701 billion, compared with $3.201 billion. The source set contains different revenue-consensus figures—$50.584 billion in one report and $51.49 billion in the adjusted-revenue summary—so they should not be treated as interchangeable; no original Micron earnings release or SEC filing is supplied to reconcile the presentations.

  • Micron
  • FY2026 fourth-quarter

All 20 stories from September 30, 2026