Sandisk Corporation: EPS $49.51 vs $46.67 expected; revenue $11.0B vs $10.7B
Key Facts
Q1 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 49.51 | 46.67 | +6.1% | 1.22 |
| Revenue (USD bn) | 11.03 | 10.72 | +2.9% | 2.31 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q1 FY2027 | 49.51 | 46.6700 | +6.1% | 11.03 | 10.72 | +2.9% |
| Aug 5, 2026 | Q4 FY2026 | 39.25 | 34.9600 | +12.3% | 8.97 | 8.48 | +5.7% |
| Apr 30, 2026 | Q3 FY2026 | 23.41 | 14.6200 | +60.1% | 5.95 | 4.72 | — |
| Jan 29, 2026 | Q2 FY2026 | 6.20 | 3.6200 | +71.3% | 3.03 | 2.69 | +12.6% |
| Nov 6, 2025 | Q1 FY2026 | 1.22 | 0.8830 | +38.2% | 2.31 | 2.15 | +7.2% |
| Aug 14, 2025 | Q4 FY2025 | 0.29 | 0.0466 | — | 1.90 | 1.82 | +4.2% |
| May 7, 2025 | Q3 FY2025 | −0.30 | −0.3900 | +23.1% | 1.70 | 1.62 | +4.5% |
| Mar 7, 2025 | Q2 FY2025 | 1.23 | 1.2200 | +0.8% | 1.88 | 1.88 | 0.0% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Sandisk Corporation results: EPS $49.51 vs $46.67 expected; revenue $11.0B vs $10.7B. The results cover the company's Q1 FY2027. EPS came in above analysts' estimate by 6.1%; revenue above the estimate by 2.9%.
Revenue was up 377.9% from $2.3 billion a year earlier (Q1 FY2026). EPS was up 3958.2% from $1.22 a year earlier. On its record, EPS topped analysts' estimates in 6 of 6 earlier comparable reports.
What the results mean
The results reflect revenue growth at Sandisk Corporation, whose business centers on designing, manufacturing, and supplying storage solutions using flash memory. Its portfolio includes solid-state drives, embedded memory, removable memory cards, portable storage devices, wafers, and components.
Understanding that growth requires examining how the different products contributed to sales. The breadth of the portfolio makes the mix of demand across storage solutions, memory, and components central to understanding business performance, but the available information does not identify which products drove growth or how each contributed to profitability.
What to watch on the earnings call: The earnings call merits attention for management's explanation of the sources of revenue growth, demand across products, and its comments on margins, manufacturing costs, and spending. These details would help clarify the relationship between sales growth and profitability, as well as how broadly demand is distributed across the portfolio.
For the full analysis of Sandisk Corporation stock — valuation, scores and financial statements — see the stock page linked with this story.