61.2%$3.025
Revenue Growth
SNDK's revenue increased by 61.2% year-over-year to $3.025 billion, driven by strong demand for its products.
来源: Source: 10-Q Income Statement
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AI核心结论
SNDK reported a significant increase in profitability for Q2 FY2026, with net income up 672.1% year-over-year, driven by strong revenue growth and improved margins.
营业收入
$3.02B
同比 ++61.25%
每股收益（基本）
$5.46
同比 ++658.33%
毛利率
50.9%
同比 ++18.64%
营业利润
$1.06B
同比 ++446.15%
提交于 · 解读更新于 · 来源: SEC EDGAR 10-Q 原文
Sandisk (SNDK) Q2 FY2026 营收 $3.02B，同比增长 61.2%。 净利润 $803M，同比增长 672.1%，稀释每股收益 $5.15。 毛利率 50.9%。
SNDK's revenue increased by 61.2% year-over-year to $3.025 billion, driven by strong demand for its products.
来源: Source: 10-Q Income Statement
Gross margin improved to 50.9%, up from 32.3% in the previous year, reflecting better cost management and higher sales volumes.
来源: Source: 10-Q Income Statement
Cash and equivalents nearly doubled to $1.539 billion, indicating improved liquidity and financial flexibility.
来源: Source: 10-Q Balance Sheet
Total liabilities increased by 24.7% year-over-year, which could impact future financial flexibility if not managed carefully.
来源: Source: 10-Q Balance Sheet
Stockholders' equity decreased by 14.9%, which may affect the company's ability to raise capital in the future.
来源: Source: 10-Q Balance Sheet
Investing cash flow turned negative, indicating increased capital expenditures or reduced asset sales, which could impact cash reserves.
来源: Source: 10-Q Cash Flow Statement
Q2 FY2026 实际 EPS $6.20，分析师一致预期 $3.52，超预期 +76.3%。
| 指标 | 当期 | 上期 | 同比变化 |
|---|---|---|---|
营业收入 | $3.02B | $1.88B | +61.25% |
营业成本 | $1.48B | $1.27B | +16.85% |
毛利润 | $1.54B | $606M | +154.29% |
营业利润 | $1.06B | $195M | +446.15% |
净利润 | $803M | $104M | +672.12% |
每股收益（基本） | $5.46 | $0.72 | +658.33% |
每股收益（稀释） | $5.15 | $0.72 | +615.28% |
研发费用 | $327M | $279M | +17.20% |
销售及管理费用 | $139M | $142M | -2.11% |
| 指标 | 当期 | 上期 | 同比变化 |
|---|---|---|---|
总资产 | $13B | $14.23B | -8.68% |
流动资产 | $5.15B | $4.46B | +15.57% |
总负债 | $2.79B | $2.23B | +24.72% |
流动负债 | $1.65B | $1.87B | -11.69% |
股东权益 | $10.21B | $12B | -14.90% |
现金及等价物 | $1.54B | $804M | +91.42% |
长期债务 | $603M | — | — |
| 指标 | 当期 | 上期 | 同比变化 |
|---|---|---|---|
经营活动现金流YTD | $1.51B | $-36M | +4286.11% |
投资活动现金流YTD | $-180M | $169M | -206.51% |
筹资活动现金流YTD | $-1.27B | $344M | -470.06% |
| 指标 | 当期 | 上期 | 同比变化 |
|---|---|---|---|
毛利率 | 50.9% | 32.3% | +18.64% |
营业利润率 | 35.2% | 10.4% | +24.81% |
净利率 | 26.5% | — | — |
净资产收益率 | 7.9% | — | — |
总资产收益率 | 6.2% | — | — |
流动比率 | $3.114 | — | — |
资产负债率 | $0.273 | — | — |
Technology Hardware, Storage & Peripherals 行业其他公司
The filing does not provide specific earnings estimates, but SNDK reported a significant increase in net income and EPS, suggesting strong performance.
Key takeaways include a 61.2% increase in revenue, a 672.1% rise in net income, and improved margins, indicating strong financial performance.
Risks include increased liabilities, a decline in stockholders' equity, and negative investing cash flow, which could impact financial flexibility.
Revenue grew by 61.2% year-over-year to $3.025 billion, driven by strong demand for its products.
SNDK shows strong financial health with increased cash reserves and improved profitability, despite higher liabilities and reduced equity.