
Micron Technology, Inc.
NASDAQ•MU
CEO: Mr. Sanjay Mehrotra
セクター: Technology
業種: Semiconductors
上場日: 1984-06-01
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Mainland China, rest of the Asia Pacific, Hong Kong, Japan, Europe, and internationally. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Embedded Business Unit, and Storage Business Unit. It provides memory and storage technologies comprising dynamic random access memory semiconductor devices with low latency that provide high-speed data retrieval; non-volatile and re-writeable semiconductor storage devices; and non-volatile re-writable semiconductor memory devices that provide fast read speeds under the Micron and Crucial brands, as well as through private labels. The company offers serves the data center, PC, graphics, networking, automotive, industrial, and consumer embedded markets, as well as for smartphone and other mobile-device markets. It markets its products through its direct sales force, independent sales representatives, distributors, and retailers; and web-based customer direct sales channel, as well as through channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.
連絡先情報
時価総額
$463.33B
PER (TTM)
38.9
52.3
配当利回り
0.1%
52週高値
$455.50
52週安値
$61.54
52週レンジ
順位40Top 42.0%
4.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q1 2026 データ
売上高
$13.64B+56.65%
直近4四半期の推移
EPS
$4.66+177.38%
直近4四半期の推移
フリーCF
$3.02B+7852.63%
直近4四半期の推移
2026 Q1 決算ハイライト
主なハイライト
Revenue Jumps 57% Total revenue reached $13.64 B, up 57% versus Q1 2025, driven by strong DRAM and NAND sales growth.
Net Income Soars Net income was $5.24 B, significantly improving profitability margin to 38% compared to 21% prior year.
Gross Margin Expansion Gross margin percentage improved to 56% from 38% year-over-year, fueled by higher ASPs and cost reductions.
リスク要因
Patent Litigation Exposure Jury awarded $445 M in July 2025 related to Netlist infringement claims; Micron is appealing the judgment.
High Capital Expenditure Estimated net capital expenditures for 2026 are approximately $20 B, requiring careful cash flow management.
Geopolitical Operational Risks International operations face risks from trade restrictions, tariffs, and political instability, impacting supply chains globally.
見通し
Major US Fab Investment Plans include $20 B net CapEx for 2026, supporting new leading-edge memory manufacturing fabs in US.
CHIPS Act Funding Secured Total CHIPS Act grants secured up to $6.4 B to support US manufacturing expansion and modernization projects.
Debt Reduction Activity Prepayments totaling $2.69 B in principal were executed in Q1 2026, reducing debt balances significantly.
同業比較
売上高 (TTM)
SONY$81.20B
$67.54B
CSCO$59.05B
粗利益率 (最新四半期)
CRM78.0%
SAP73.0%
CSCO65.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| MU | $463.33B | 38.9 | 22.4% | 14.5% |
| CSCO | $303.64B | 27.4 | 23.6% | 24.4% |
| LRCX | $294.12B | 47.7 | 62.6% | 21.0% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
19.2%
高成長
4四半期純利益CAGR
49.0%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年3月18日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q1 2026
会計期末: 2025年11月27日|提出日: 2025年12月18日|売上高: $13.64B+56.7%|EPS: $4.66+177.4%予想を上回るForm 10-K - FY 2025
会計期末: 2025年8月28日|提出日: 2025年10月3日|売上高: $37.38B+48.9%|EPS: $7.65+992.9%予想を下回るForm 10-Q - Q3 2025
会計期末: 2025年5月29日|提出日: 2025年6月26日|売上高: $9.30B+36.6%|EPS: $1.69+463.3%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年2月27日|提出日: 2025年3月21日|売上高: $8.05B+38.3%|EPS: $1.42+97.2%予想通りForm 10-Q - Q1 2025
会計期末: 2024年11月28日|提出日: 2024年12月19日|売上高: $8.71B+84.3%|EPS: $1.68-250.0%予想を下回るForm 10-K - FY 2024
会計期末: 2024年8月29日|提出日: 2024年10月4日|売上高: $25.11B+61.6%|EPS: $0.70+113.1%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年5月30日|提出日: 2024年6月27日|売上高: $6.81B+81.5%|EPS: $0.30-117.3%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年2月29日|提出日: 2024年3月21日|売上高: $5.82B+57.7%|EPS: $0.72-133.8%予想を上回る