Achieved record revenue, operating margin, and EPS in the June quarter 2026, with NAND revenue doubling sequentially and strong momentum across all business segments.
Fiscal year 2026 revenue reached $23.23 billion, up from $18.44 billion in FY2025, and non-GAAP EPS rose to $5.82 from $4.13 year-over-year.
Growth driven by AI-related demand, technology transitions, and strategic investments in technology leadership.
Outlook for 2026 and 2027 remains positive, with expectations for continued outperformance relative to wafer fab equipment (WFE) market growth.
June quarter 2026 revenue was $6.72 billion, up 15% sequentially and 30% year-over-year, with non-GAAP EPS of $1.82, up from $1.47 sequentially.
Gross margin for the June quarter was 52% (non-GAAP), up from 49.9% in the prior quarter; operating margin reached 38.4%, up from 35%.
Customer Support Business Group (CSBG) revenue reached $2.47 billion, up from $2.11 billion in the prior quarter and $1.73 billion year-over-year.
Cash and short-term investments totaled $5.6 billion, up from $4.8 billion.
Deferred revenue increased to $2.43 billion, primarily due to customer down payments.
September 2026 quarter revenue guidance is $8.1 billion (±$400 million), with gross margin guidance of 52% (±1 ppt), operating margin at 39.5% (±1 ppt), and EPS guidance of $2.15 (±$0.15) on a share count of approximately 1.255 billion.
WFE spending for 2026 expected in the low $150 billion range, up from prior $140 billion outlook.
Long-term targets include gross margins in the mid-50% and operating margins in the mid-40% over the next several years.
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