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Micron Technology’s Fiscal Q2 2026 Financial Review

Micron crushes Q2 estimates with $12.20 EPS vs $8.73 consensus, revenue up 196% YoY to $23.86B as AI memory demand drives record margins.

March 19, 2026 2 min read
Tencent

Micron crushes Q2 estimates with $12.20 EPS vs $8.73 consensus, revenue up 196% YoY to $23.86B as AI memory demand drives record margins.

Earnings Per Share (adj.)
$12.07
Revenue
$23.86B

Micron Technology, Inc. is an industry leader providing innovative memory and storage solutions.In the AI era, memory serves as a strategic asset for the company’s customers.For the second quarter of fiscal 2026, Micron reported revenue of $23.86 billion.

The company achieved a GAAP diluted earnings per share (EPS) of $12.07.Non-GAAP diluted EPS was reported at $12.20.Operating cash flow reached $11.90 billion during the second quarter.
Reflecting confidence in the business, Micron’s board approved a 30% increase in the quarterly dividend.
What to Watch: Micron’s fiscal Q3 earnings call in late May will reveal whether the company can sustain 81% gross margins as HBM4 mix increases and whether additional strategic customer agreements materialize. Management’s commentary on fiscal 2027 capex—expected to rise by over $10 billion for construction alone—will signal confidence in multi-year supply tightness extending beyond 2026.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

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Tags: #MU