Micron Technology, Inc. MU

Q1 FY2025 投资简报
2024-12-18 · ASTRO RESEARCH

01 · 损益表

季度指标

指标 Q1 FY2025 Q4 FY2024 Q/Q Q1 FY2024 Y/Y
营收 Revenue $8,709M $7,750M +12% $4,726M +84%
毛利率 Gross Margin (GAAP) 38.4% 35.3% +3.1 ppt -0.7% +39.1 ppt
毛利率 Gross Margin (Non-GAAP) 39.5% 36.5% +3.0 ppt
研发费用 R&D $888M $903M -2% $845M +5%
销售及管理 SG&A $288M $295M -2% $263M +10%
折旧摊销 D&A $2,030M N/A $1,915M +6%
股权激励 SBC $220M $213M +3% $188M +17%
营业利润 Operating Income (GAAP) $2,174M $1,522M +43% -$1,128M +293%
利息费用 Interest Expense $118M $136M -13%
净利润 Net Income (GAAP) $1,870M $887M +111% -$1,234M +252%
净利润 Net Income (Non-GAAP) $2,037M $1,342M +52%

补充指标

指标 Q1 FY2025 Q4 FY2024 Q/Q Q1 FY2024 Y/Y
每股收益 EPS (GAAP) $1.67 $0.79 +111% -$1.12 +249%
每股收益 EPS (Non-GAAP) $1.79 $1.18 +52%
稀释股数 Diluted Shares 1,122M 1,125M -0% 1,100M +2%
实际税率 Effective Tax Rate 13.2% 41.3% -28.1 ppt

technology

Not disclosed in 8K press release. DRAM/NAND split not provided.

end_market

Data center revenue >50% of total ($8,709M), QoQ >40%, YoY >400%. Other end markets not quantified. Consumer-oriented markets noted as weaker near-term.

geography

Not disclosed in 8K press release.

customer

Not disclosed in 8K press release.

02 · 资产负债表

现金及等价物
Cash & Equivalents
$8,744M
总债务
Total Debt
$13,785M
股东权益
Shareholders' Equity
$46,797M

03 · 现金流量表

本季度数据

经营现金流
Operating Cash Flow
$3,244M
资本开支
CapEx
$3,132M
自由现金流
Free Cash Flow
$112M
股票回购
Share Buyback
$0M
债务偿还
Debt Repayments
$84M

04 · 动态指标

指标 Q1 FY2025 Q4 FY2024 变化
暂无动态指标配置

06 · 管理层观点

"美光交出创纪录季度,数据中心收入首次超过总收入的50%。虽然消费端市场短期偏弱,但我们预计在财年下半年恢复增长。我们持续在最高利润率和战略性最重要的市场领域获取份额,处于利用AI驱动增长为所有利益相关者创造巨大价值的卓越位置。" — Sanjay Mehrotra, Micron Technology, Inc.

07 · 其他补充数据

指引指标(未注册)

暂无数据

动态指标(未注册)

指标数值备注
dividend_per_share $0.115 季度每股股息$0.115,2025年1月15日支付
dc_revenue_share >50% 数据中心收入首次超过总收入50%,环比增长超40%,同比增长超400%