| 指标 | Q2 FY2024 | Q1 FY2024 | Q/Q | Q2 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $5,824M | $4,726M | +23% | $3,693M | +58% |
| 毛利率 Gross Margin (GAAP) | 18.5% | -0.7% | +19.2 ppt | -32.6% | +51.1 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 20.0% | — | — | — | — |
| 研发费用 R&D | $832M | $845M | -2% | $788M | +6% |
| 销售及管理 SG&A | $280M | $263M | +6% | $231M | +21% |
| 折旧摊销 D&A | $3,839M | $1,915M | +100% | — | — |
| 股权激励 SBC | $209M | $188M | +11% | $133M | +57% |
| 营业利润 Operating Income (GAAP) | $191M | -$1,128M | +117% | -$2,303M | +108% |
| 利息费用 Interest Expense | $144M | — | — | $89M | +62% |
| 净利润 Net Income (GAAP) | $793M | -$1,234M | +164% | -$2,312M | +134% |
| 净利润 Net Income (Non-GAAP) | $476M | — | — | — | — |
| 指标 | Q2 FY2024 | Q1 FY2024 | Q/Q | Q2 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $0.71 | -$1.12 | +163% | -$2.12 | +133% |
| 每股收益 EPS (Non-GAAP) | $0.42 | — | — | — | — |
| 稀释股数 Diluted Shares | 1,114M | 1,100M | +1% | 1,091M | +2% |
| 实际税率 Effective Tax Rate | -3.7% | — | — | — | — |
Not disclosed in 8K filing
Not disclosed in 8K filing
Not disclosed in 8K filing
Not disclosed in 8K filing
本季度数据
| 指标 | Q2 FY2024 | Q1 FY2024 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"美光第二财季业绩中，收入、毛利率和每股收益均大幅超出指引上限——这证明了团队在定价、产品和运营方面的卓越执行力。我们领先的产品组合使我们能够在2024财年下半年交出强劲业绩。我们相信美光是半导体行业中受益于AI带来的多年机遇最大的公司之一。" — Sanjay Mehrotra, Micron Technology, Inc.
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| inventory_nrv_benefit | $382M | Q2因销售此前减值库存带来成本降低$382M，正向影响毛利率约6.6ppt |
| dividend_per_share | $0.115 | 季度每股股息$0.115，2024年4月16日支付 |
| patent_cross_license_gain | $200M | 专利交叉许可协议收益$200M，计入GAAP运营费用抵减（Non-GAAP中剔除） |