Sandisk fiscal Q3 2026 revenue $5.95 billion; guides Q4 to $7.75-8.25 billion

Sandisk reported fiscal third-quarter revenue of $5.95 billion, above the top of its prior $4.8 billion outlook, with Datacenter revenue of $1.47 billion and Edge revenue of $3.66 billion. Non-GAAP EPS was $23.41 and non-GAAP gross margin 78.4%. For fiscal Q4 the company guided to revenue of $7.75 billion to $8.25 billion, non-GAAP EPS of $30 to $33 and gross margin of 79% to 81%, which pointed to continued price-driven growth.

• Revenue $5,950 million; Edge $3,663 million, Datacenter $1,467 million, Consumer $820 million
• Non-GAAP EPS $23.41; GAAP EPS $23.03
• Non-GAAP gross margin 78.4%
• Q4 guidance: revenue $7.75-8.25 billion, non-GAAP EPS $30-33
• Q4 non-GAAP gross margin guidance 79.0%-81.0%

SEC filing 8-K · accession 0001628280-26-028879 · sec.gov ↗