Big rebound of MU and SNDK already as of now
Link: [https://ssl4.eir-parts.net/doc/285A/tdnet/2815628/00.pdf](https://ssl4.eir-parts.net/doc/285A/tdnet/2815628/00.pdf)
AI Summary
Kioxia Holdings (285A) beat earnings -- and by a wide margin. Here's the breakdown:
Full Year (FY ended March 31, 2026) vs. Company's Own Guidance Range
Revenue
Guidance (low-high): JPY 2,179.8B - 2,269.8B
Actual: JPY 2,337.6B
Operating Profit
Guidance (low-high): JPY 709.6B - 799.6B
Actual: JPY 870.4B
Actual results came in above the top of guidance on every major line.
Year-on-Year Growth was also exceptional:
Revenue: +37% (JPY 2,337.6B vs. JPY 1,706.5B prior year)
Operating profit: +93% (JPY 870.4B vs. JPY 451.7B)
Net profit: +104% (JPY 554.5B vs. JPY 272.3B)
Basic EPS: JPY 1,024 vs. JPY 520 the prior year
Analyst consensus estimates going into the year were around JPY 2.11 trillion for revenue and JPY 793 per share for EPS, so the actual EPS of JPY 1,024 also beat the Street's estimates meaningfully. Simply Wall St
The strong performance was driven primarily by higher average selling prices (ASPs) from strong AI data center demand, plus a recovery in smartphone and PC memory demand. The Q1 FY2027 outlook is also very bullish, with the company guiding revenue of JPY 1.75 trillion for just the June quarter, implying continued momentum.