【长鑫科技:预计2026年前三季度净利润1310亿元至1325亿元,同比扭亏为盈】金十数据10月16日讯,长鑫科技公告,预计2026年前三季度营业收入约为人民币2650亿元至2700亿元,较上年同期增加2329.16亿元至2379.16亿元;预计归属于上市公司股东的净利润约为人民币1310亿元至1325亿元,上年同期亏损52.8亿元,同比扭亏为盈。公司表示,受AI算力需求增长、DRAM行业景气度提升等因素影响,产品供不应求、价格大幅上涨;公司推进产能建设、产品研发和工艺技术提升,优化运营管理并拓展市场。(Historical earnings: For 2026Q3 (period ended 2026-04-03), Sandisk reported basic EPS of 30.82, diluted EPS of 29.42, and net income of USD 4.530 billion. For 2026Q2 (period ended 2026-01-02), basic EPS was 6.27 and diluted EPS was 6.02.
Consensus expectations: For the period ending 2026-09-30 (event date 2026-10-29), consensus EPS estimate is 45.22. For 2027Q2 (event date 2027-01-27), consensus EPS estimate is 45.22 and revenue estimate is USD 12.420 billion.)