Micron reports record fiscal Q4 and raises AI supply investments

Telborg · September 30, 2026 · ✓ verified

Micron Technology has announced its fiscal Q4 2026 earnings results and outlook for fiscal 2027, highlighting record revenue, stronger AI-driven memory demand, and higher planned capital expenditures.

  • Micron reported record fiscal Q4 and full-year fiscal 2026 results, including $133.2 billion in annual revenue, 81.1% gross margin, and $75.52 EPS; it also guided fiscal Q1 2027 revenue to $61.5 billion ± $1.5 billion.
  • The company said it has signed 26 strategic customer agreements (SCAs), with customer financial commitments rising to $32 billion, and plans to raise fiscal 2027 capex to accelerate clean-room capacity; it also cited major manufacturing expansions in the U.S., Japan, Taiwan, and Singapore.
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