| 指标 | Q2 FY2026 | Q1 FY2026 | Q/Q | Q2 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $3,025M | $2,308M | +31% | $1,876M | +61% |
| 毛利率 Gross Margin (GAAP) | 50.9% | 29.8% | +21.1 ppt | 32.3% | +18.6 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 51.1% | — | — | — | — |
| 研发费用 R&D | $327M | $316M | +3% | $279M | +17% |
| 销售及管理 SG&A | $139M | $179M | -22% | $142M | -2% |
| 折旧摊销 D&A | $38M | $36M | +6% | $90M | -58% |
| 股权激励 SBC | $58M | $53M | +9% | $48M | +21% |
| 营业利润 Operating Income (GAAP) | $1,065M | $176M | +505% | $195M | +446% |
| 利息费用 Interest Expense | $25M | $40M | -38% | $4M | +525% |
| 净利润 Net Income (GAAP) | $803M | $112M | +617% | $104M | +672% |
| 净利润 Net Income (Non-GAAP) | $967M | — | — | — | — |
| 指标 | Q2 FY2026 | Q1 FY2026 | Q/Q | Q2 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $5.15 | $0.75 | +587% | N/A | — |
| 每股收益 EPS (Non-GAAP) | $6.20 | — | — | — | — |
| 稀释股数 Diluted Shares | 156M | 149M | +5% | 145M | +8% |
| 实际税率 Effective Tax Rate | 14.3% | 10.0% | +4.3 ppt | 40.0% | -25.7 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Datacenter | $440M | 14.5% | +64% | — |
| Edge | $1,678M | 55.5% | +21% | — |
| Consumer | $907M | 30.0% | +39% | +52% |
本季度数据
| 指标 | Q2 FY2026 | Q1 FY2026 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"本季度的业绩彰显了我们在优化产品组合、加速企业级SSD部署以及增强市场需求方面的敏捷性——在我们的产品在推动AI和全球技术发展中扮演关键角色之际。我们通过结构性调整使供给与有吸引力的持续需求匹配，从而推动有纪律的增长并实现行业领先的财务表现。" — David Goeckeler, Sandisk Corporation
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| accounts_payable_related_parties | $433M | Flash Ventures合资企业相关应付账款，与标准贸易AP分开列示。总AP（含关联方）为$869M。 |
| adjusted_free_cash_flow | $843M | FCF加上Flash Ventures净活动（-$137M），公司披露的调整后自由现金流。 |