Sandisk (SNDK) FY2026 (Q4) earnings

Published Aug 5, 2026

AI summary

Revenue $8.96B, up 372% from $1.9B a year ago.
Adjusted EPS $39.25 beat the $34.52 consensus by $4.73, up from $0.29 a year ago.
Fiscal fourth quarter revenue reached $8.97 billion, representing a 51% sequential increase.
GAAP net income for the quarter was $6.90 billion, or $43.97 per diluted share.
Full-year 2026 revenue grew 175% to $20.25 billion, driven by datacenter growth and higher pricing.

Revenue

Reported

$8.96B

Consensus not captured before release

+372% YoY

Adjusted EPS

Reported · Non-GAAP diluted net income per share

$39.25

Consensus $34.52

Beat by $4.73

GAAP EPS: $43.97

Consensus: Yahoo Finance · FY2026 (Q4) · EPS estimate at release
Revenue display rounded; difference uses exact result.

$10.3B–$10.8B

first quarter 2027 revenue guidance

Next-quarter consensus not captured before release.

Consumer segment revenue declined 32% sequentially and 5% year-over-year.
Non-GAAP results exclude various items like stock-based compensation and certain tax adjustments.

Source: Sandisk Corporation press release · SEC Form 8-K exhibit 99.1

Figures as stated in the company’s release; consensus from the provider named above. Not financial advice.