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Get filing alertsMicron posts record Q4 revenue of $54.23B, guides Q1 to $61.5B on AI demand
Filed September 30, 2026 · Period ending September 30, 2026 · ~1 min read
Key Changes
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Fiscal Q4 revenue hit $54.23B, up from $41.46B last quarter and $11.32B a year ago.
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GAAP net income was $37.70B, or $32.87 per diluted share; non-GAAP EPS was $33.42.
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Full-year fiscal 2026 revenue reached $133.19B, more than triple the prior year's $37.38B.
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Q1 2027 guidance: revenue of $61.5B ± $1.5B, GAAP EPS $37.84 ± $1.00, non-GAAP EPS $38.15 ± $1.00.
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Summary
Micron Technology reported record results for its fiscal first quarter 2026, driven by strong AI-related demand. Revenue for the quarter was $54.23 billion, up from $41.46 billion in the prior quarter and $11.32 billion in the same period last year. GAAP net income was $37.70 billion, or $32.87 per diluted share, while non-GAAP net income was $38.40 billion, or $33.42 per diluted share.
For the full fiscal year, revenue reached $133.19 billion, more than triple the prior year's $37.38 billion. Looking ahead, Micron guided fiscal first quarter 2027 revenue to $61.5 billion, plus or minus $1.5 billion, with GAAP diluted EPS of $37.84 ± $1.00 and non-GAAP diluted EPS of $38.15 ± $1.00.
The company's results reflect robust demand across its business units, particularly in AI-driven memory and storage solutions. The filing does not include any red flags or material concerns.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
Micron announced first quarter fiscal 2026 results on September 30, 2026.
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On September 30, 2026, Micron Technology, Inc. (the "Company", "we" or "our") announced the financial results for our fourth quarter and full year of fiscal 2026 ended September 3, 2026.
Micron disclosed its first quarter fiscal 2026 financial results via a press release attached as Exhibit 99.1. The 8-K itself does not include the actual figures; those are in the exhibit.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 30, 2026 · How we verify