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Just reported
Q1 FY2027 results
From Sandisk's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
US$11.03B
+378% y/y
+23% q/qGuided
US$10.55B
midpoint
Above guide+4.6%EPS, GAAP
Actual
US$52.60
+19% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$8.78B
+25% q/q
Guided
—
No guide given
Company outlook
Q2 FY2027
- RevenueUS$12.2B – US$12.6B+310% y/y First given
- EPSUS$55.00 – US$57.00First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Sandisk is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.US$3.92TA+
AVGOBroadcom Inc.US$1.66TA+
MUMicron Technology, Inc.US$880.4BA+
AMDAdvanced Micro Devices, Inc.US$876.1BA+
TXNTexas Instruments Inc.US$277.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
怎么赚钱
- Edge products, including storage for computers, phones, gaming, cars, and industrial devices60%
- Datacenter products, including enterprise solid-state drives25%
- Consumer products, including portable drives, memory cards, and USB drives15%
各项收入占比是对FY2026 ended 2026-07-03的估算，并非来自已提交报告的数字。
竞争对手
- KYOCYKioxia Corporation
- MUMicron Technology, Inc.A
- 规模
- US$880.4B
- 利润率
- 63.8%
- SSNLFSamsung Electronics Co., Ltd.
- HXSCLSK hynix Inc.
- Yangtze Memory Technologies Co., Ltd.
卖什么6
Enterprise solid-state drives
Flash-storage drives used in servers and data centers for business applications, data analysis, and online services.
Computer and gaming solid-state drives
Drives that store programs and files in desktop and notebook computers, gaming consoles, and set-top boxes.
Embedded flash memory
Flash storage built into phones, tablets, wearable devices, cars, and industrial or connected-home products.
再显示 3 项
Portable solid-state drives
External drives for consumers and other users who need portable storage.
Memory cards and universal serial bus flash drives
Removable storage used in cameras, phones, gaming devices, computers, and other consumer products.
Flash wafers and components
Memory wafers and related components used in Sandisk storage products and supplied through its manufacturing arrangements.
谁在买4
- Data-center and cloud-service operators buy enterprise drives, directly or through supply agreements.
- Computer, phone, gaming, automotive, and other device manufacturers buy drives or embedded memory for products they make; these buyers include original equipment manufacturers.
- Distributors, resellers, and retailers buy Sandisk-branded drives, memory cards, and USB drives for sale to consumers and businesses.
- Enterprise customers buy storage products for private data centers and business systems.
靠什么支撑，什么会击垮它
业务依赖什么
- 1Sandisk says all of its flash-memory wafers currently come from Flash Ventures, its manufacturing joint ventures with Kioxia. The companies jointly develop and make memory, and Sandisk's supply depends on those arrangements continuing.
- 2Some controllers come from third-party suppliers or foundries, and some components have only a limited number of qualified suppliers.
- 3Sandisk uses outside companies for some assembly and testing, alongside its own facilities.
可能出什么问题
- 1A disruption or disagreement affecting Kioxia or Flash Ventures could interrupt Sandisk's access to flash wafers. The joint-venture arrangements also limit Sandisk's ability to arrange other flash manufacturing while they remain in effect.
- 2Flash-memory prices and demand can change sharply with industry cycles, customer deployments, and supply levels. Long-term customer agreements bring their own execution and financial obligations, while sales outside those agreements remain exposed to market pricing.
- 3Sandisk must keep developing and introducing new memory technologies and products as competitors do the same. Delays, unsuccessful technology transitions, or products that fail customer qualification could affect sales.
关于Sandisk Corp
Sandisk makes NAND (not-AND) flash memory, which stores data without needing power to keep it. It sells solid-state drives (SSDs), embedded memory, memory cards, and universal serial bus (USB) drives, as well as wafers and components. Its customers include data-center operators, device makers, and retailers that sell storage products to consumers.
- 总部
- Milpitas, California
- 成立于
- 1988
- 员工人数
- approximately 11,100 (July 2026, high)
- 上市于
- Nasdaq Global Select Market
- 财年结束
- July 3, 2026 (latest reported fiscal year-end)
基于 Sandisk Corp 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。