SanDisk 2027财年第一季度营收110亿美元同比增378%：数据中心收入增至48亿美元、宣布1拆8拆股
总部位于加利福尼亚州 Milpitas 的存储芯片公司 SanDisk（Nasdaq: SNDK）10月29日公布2027财年第一季度（截至2026年10月2日）业绩：营收110.31亿美元，环比增长23%、同比增长378%（去年同期为23.08亿美元）；GAAP净利81亿美元，摊薄每股收益52.60美元（拆股前口径），非GAAP摊薄每股收益49.51美元；GAAP毛利率达85.0%。
分部方面，数据中心业务收入48.02亿美元，环比增长61%，去年同期仅2.69亿美元，成为本季增长的主引擎；边缘（Edge）业务收入58.32亿美元，环比增长7%；消费业务收入3.97亿美元，环比下降29%。公司称，强劲且持续增长的产品需求推动数据中心业务实现超预期增长。
资本回报方面，公司本季回购约320万股股票、向股东返还50亿美元；过去两个财季合计回购600万股，约占总股本的4%。公司同时宣布1拆8的前向股票拆分，2026年11月9日收市时在册的股东每持1股将获得额外7股，拆分于11月19日收市后生效，11月20日开市起按拆分调整后的价格交易；拆分不改变公司总市值与股东持股比例。
董事长兼首席执行官 David Goeckeler 表示，公司以又一个强劲季度开启2027财年，产品需求旺盛、数据中心业务增长超预期，公司正按投资者日公布的战略执行，凭借技术领先、深厚的客户伙伴关系与审慎的财务管理，实现持续增长的自由现金流。
展望2027财年第二季度，公司预计营收在122亿至126亿美元之间，非GAAP摊薄每股收益（拆股前口径）在55.00至57.00美元之间。SanDisk 是一家垂直整合的全球半导体公司，专注于闪存与存储技术，其企业级固态硬盘为数据中心基础设施供货，产品也广泛用于消费电子与边缘设备。
Sandisk Fiscal First Quarter 2027 Revenue Rises 378% to $11.0 Billion as Datacenter Sales Reach $4.8 Billion; 8-for-1 Stock Split Announced
Sandisk Corporation (Nasdaq: SNDK), the Milpitas, California-based memory chipmaker, on October 29 reported results for its fiscal first quarter ended October 2, 2026: revenue was $11.031 billion, up 23% sequentially and up 378% from $2.308 billion a year earlier. GAAP net income was $8.1 billion, or $52.60 per diluted share on a pre-split basis, and non-GAAP diluted net income per share was $49.51. GAAP gross margin was 85.0%.
By segment, datacenter revenue was $4.802 billion, up 61% sequentially from $2.977 billion and far above $269 million a year earlier, making it the quarter's main growth engine. Edge revenue was $5.832 billion, up 7% sequentially, while consumer revenue fell 29% sequentially to $397 million. The company said robust and growing demand for its products drove outpaced growth in its datacenter business.
On capital returns, Sandisk returned $5.0 billion to stockholders through the repurchase of approximately 3.2 million shares during the quarter; over the past two fiscal quarters it has repurchased 6.0 million shares, representing approximately 4% of total shares outstanding. The company also announced an eight-for-one forward stock split: stockholders of record at the close of business on November 9, 2026 will receive seven additional shares for each share held, issued after market close on November 19, with trading expected to begin on a split-adjusted basis on November 20. The split will not affect the company's overall market capitalization or stockholders' ownership percentages.
'We have started fiscal year 2027 with another quarter of strong performance, with robust and growing demand for our products driving outpaced growth in our data center business,' said David Goeckeler, chairman and chief executive officer. 'We are executing on the strategy that we outlined at Investor Day, delivering growing and durable free cash flow through our technology leadership, deep customer partnerships, and disciplined financial management.'
For the fiscal second quarter of 2027, Sandisk expects revenue in the range of $12.2 billion to $12.6 billion, with non-GAAP diluted net income per share, on a pre-split basis, in the range of $55.00 to $57.00. Sandisk is a vertically integrated global semiconductor company dedicated to memory technologies; its enterprise solid-state drives power data center infrastructure, and its products are also used in consumer devices and connected systems at the edge.
来源：GSM·美国（原文链接）
图片来源：图：SanDisk位于加州Milpitas的前总部大楼（资料图）。LPS.1摄，CC0，经Wikimedia Commons。 / The former SanDisk headquarters in Milpitas, California (file photo). Photo by LPS.1, CC0, via Wikimedia Commons.
