| 指标 | Q4 FY2025 | Q3 FY2025 | Q/Q | Q4 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $1,901M | $1,695M | +12% | $1,760M | +8% |
| 毛利率 Gross Margin (GAAP) | 26.2% | 22.5% | +3.7 ppt | 36.1% | -9.9 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 26.4% | — | — | 36.4% | -10.0 ppt |
| 研发费用 R&D | $285M | $285M | +0% | $298M | -4% |
| 销售及管理 SG&A | $162M | $139M | +17% | $117M | +38% |
| 折旧摊销 D&A | $36M | $127M | -72% | $54M | -33% |
| 股权激励 SBC | $49M | $44M | +11% | $34M | +44% |
| 营业利润 Operating Income (GAAP) | $18M | -$1,881M | +101% | $199M | -91% |
| 利息费用 Interest Expense | $41M | $16M | +156% | $9M | +356% |
| 净利润 Net Income (GAAP) | -$23M | -$1,933M | +99% | $120M | -119% |
| 净利润 Net Income (Non-GAAP) | $42M | — | — | $180M | -77% |
| 指标 | Q4 FY2025 | Q3 FY2025 | Q/Q | Q4 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | -$0.16 | -$13.33 | +99% | $0.83 | -119% |
| 每股收益 EPS (Non-GAAP) | $0.29 | — | — | $1.24 | -77% |
| 稀释股数 Diluted Shares | 147M | 145M | +1% | 145M | +1% |
| 实际税率 Effective Tax Rate | 33.3% | -2.0% | +35.3 ppt | 39.1% | -5.8 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Cloud | $213M | 11.2% | +8% | +25% |
| Client | $1,103M | 58.0% | +19% | +3% |
| Consumer | $585M | 30.8% | +2% | +12% |
本季度数据
| 指标 | Q4 FY2025 | Q3 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"Sandisk本季度交出强劲业绩，营收和非GAAP每股收益均超出指引。我们持续以纪律性执行，平衡创新与运营聚焦。BiCS8的量产为客户带来全新水平的性能、密度和能效。通过高带宽闪存(HBF)，我们正在为AI推理解决方案创造新范式。随着需求改善和行业基本面走强，我们有望推动可持续增长、扩大利润率并产生强劲现金流。" — David Goeckeler, Sandisk Corporation
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| adjusted_free_cash_flow | $77M | FCF加上Flash Ventures净活动($28M)后的调整自由现金流，反映JV资本回收后的真实现金生成能力 |
| goodwill | $4,999M | 商誉从FY2024的$7,207M降至$4,999M，Q3确认$1,830M减值，反映分拆后估值重估 |
| accounts_payable_related_parties | $400M | Flash Ventures合资企业相关应付账款，与标准贸易AP($366M)分开列示 |