345.7%$41.46
Revenue Surge
MU's revenue increased by 345.7% year-over-year to $41.46 billion, driven by strong demand and strategic market positioning.
Source: Source: 10-Q Income Statement
AI Takeaway
MU reported a remarkable financial performance in Q3 FY2026, with revenue surging by 345.7% year-over-year, driven by significant increases in gross and operating margins.
Revenue
$41.46B
++345.72% YoY
EPS (Basic)
$25.03
++1381.07% YoY
Gross Margin
84.6%
++46.85% YoY
Operating Income
$33.32B
++1436.10% YoY
Filed · Analysis updated · Source: SEC EDGAR 10-Q filing
MU's revenue increased by 345.7% year-over-year to $41.46 billion, driven by strong demand and strategic market positioning.
Source: Source: 10-Q Income Statement
Gross margin improved significantly to 84.6%, reflecting efficient cost management and higher sales volumes.
Source: Source: 10-Q Key Ratios
Operating cash flow rose by 287.5% year-over-year, indicating robust cash generation capabilities.
Source: Source: 10-Q Cash Flow
MU's performance is highly sensitive to market demand fluctuations, which could impact future revenue and profitability.
Source: Source: 10-Q Analysis
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Upgrade to unlockReported EPS of $25.11 versus the $21.40 analyst consensus — a +17.3% beat for Q3 FY2026.
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue | $41.46B | $9.3B | +345.72% |
Cost of Revenue | $6.4B | $5.79B | +10.48% |
Gross Profit | $35.06B | $3.51B | +899.32% |
Operating Income | $33.32B | $2.17B | +1436.10% |
Net Income | $28.24B | $1.89B | +1398.30% |
EPS (Basic) | $25.03 | $1.69 | +1381.07% |
EPS (Diluted) | $24.67 | $1.68 | +1368.45% |
R&D Expense | $1.32B | $965M | +36.37% |
SG&A Expense | $407M | $318M | +27.99% |
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Total Assets | $134.11B | $78.4B | +71.07% |
Current Assets | $66.74B | $27.92B | +139.04% |
Total Liabilities | $33.39B | $27.65B | +20.76% |
Current Liabilities | $19.49B | $10.13B | +92.28% |
Stockholders' Equity | $100.72B | $50.75B | +98.48% |
Cash & Equivalents | $25B | $10.16B | +145.94% |
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Operating Cash FlowYTD | $45.7B | $11.79B | +287.47% |
Investing Cash FlowYTD | $-19.69B | $-8.89B | -121.49% |
Financing Cash FlowYTD | $-10.65B | $214M | -5074.77% |
Share BuybacksYTD | $650M | $0 | — |
D&A | $2.36B | $2.09B | +12.89% |
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Gross Margin | 84.6% | 37.7% | +46.85% |
Operating Margin | 80.4% | 23.3% | +57.05% |
Net Margin | 68.1% | — | — |
ROE | 28.0% | — | — |
ROA | 21.1% | — | — |
Current Ratio | $3.425 | — | — |
Debt to Equity | $0.331 | — | — |
Other companies in Semiconductors
MU reported a significant increase in EPS to $25.03, up 1381.1% YoY, indicating strong earnings performance. Source: 10-Q Income Statement
MU's Q3 FY2026 earnings highlighted a 345.7% increase in revenue and substantial improvements in margins and net income. Source: 10-Q Income Statement
MU identified market volatility, supply chain disruptions, and technological changes as key risks. Source: 10-Q Analysis
MU's revenue grew by 345.7% YoY to $41.46 billion, driven by strong demand. Source: 10-Q Income Statement
MU's financial health is strong, with a current ratio of 3.42 and significant cash reserves. Source: 10-Q Key Ratios