美光科技第二季度收益:收入超过预期,数据中心销售额增长三倍,EPS超预期,指导强劲,股价上涨

财报速递
21 Mar
美光科技公司(NASDAQ:MU)在周四收盘后公布了第二季度财务业绩。以下是第二季度的关键细节。美光报告第二季度收入为80.5亿美元,高于市场预期的78.9亿美元。总收入同比从58.2亿美元增长。公司报告第二季度调整后的每股收益为1.56美元,超过分析师预期的1.42美元。据Benzinga Pro的数据,美光的运营现金流达到39.4亿美元,相较于上一季度的32.4亿美元以及去年同期的12.2亿美元显著提高。第二季度调整后的自由现金流为8.57亿美元。公司期末拥有96亿美元的现金、可出售投资以及受限现金。美光总裁兼CEO Sanjay Mehrotra表示:“美光在第二季度交付了超出指引的每股收益,数据中心收入较去年增长三倍。我们通过推出1-gamma DRAM节点扩展了我们的技术领导力。我们预计在2023财年的第三季度将创纪录季度收入,数据中心和面向消费者市场的DRAM和NAND需求增长,我们在2025财年将实现创纪录的收入和显著提高的盈利能力。”美光预计第三季度收入为88亿美元,加减2亿美元,相较于市场预期的84.9亿美元。公司预计第三季度调整后的每股收益为1.57美元,加减10美分,相较于市场预期的1.47美元。美光高管将在美国东部时间下午4点30分与分析师和投资者进行电话会议进一步讨论季度情况。美光股价在盘后上涨5.16%,据Benzinga Pro数据显示,截至周四发布时,股价为108.31美元。接下来阅读:美国消费者面临风险 因生活成本上升、就业市场“裂缝”威胁支出,美国银行警告。图片来源:美光提供。

以上内容来自Benzinga Earnings专栏,原文如下:

Micron Technology Inc (NASDAQ:MU) reported second-quarter financial results Thursday after the bell. Here’s a look at the key details from the quarter.

Q2 Earnings: Micron reported second-quarter revenue of $8.05 billion, beating the consensus estimate of $7.89 billion. Total revenue was up from $5.82 billion on a year-over-year basis.

The company reported second-quarter adjusted earnings of $1.56 per share, beating analyst estimates of $1.42 per share, according to Benzinga Pro.

Operating cash flow came in at $3.94 billion versus $3.24 billion in the prior quarter and $1.22 billion in the comparable quarter last year. Adjusted free cash flow was $857 million in the second quarter. The company ended the period with $9.6 billion in cash, marketable investments and restricted cash.

“Micron delivered fiscal Q2 EPS above guidance and data center revenue tripled from a year ago,” said Sanjay Mehrotra, president and CEO of Micron.

“We are extending our technology leadership with the launch of our 1-gamma DRAM node. We expect record quarterly revenue in fiscal Q3, with DRAM and NAND demand growth in both data center and consumer-oriented markets, and we are on track for record revenue and significantly improved profitability in fiscal 2025.”

Guidance: Micron expects third-quarter revenue of $8.8 billion, plus or minus $200 million, versus estimates of $8.49 billion. The company anticipates third-quarter adjusted earnings of $1.57 per share, plus or minus 10 cents per share, versus estimates of $1.47 per share.

Micron executives will further discuss the quarter on a conference call with analysts and investors at 4:30 p.m. ET.

MU Price Action: Micron shares were up 5.16% after hours, trading at $108.31 at the time of publication Thursday, according to Benzinga Pro.

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Photo: Courtesy of Micron.

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