Sandisk (SNDK) Q2 2026 (USD): Adj. EPS 6.20 (exp. 3.62), Revenue 3.03bln (exp. 2.69bln)

SanDisk significantly exceeded expectations for both adjusted EPS and revenue in Q2 2026, indicating strong demand and operational efficiency.

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Arthur J. Gallagher & Co. (AJG) Q4 (USD) EPS 2.38 (exp. 2.35), Revenue 3.59bln (exp. 3.60bln)

Charles Schwab (SCHW) raises quarterly dividend 19%

Sandisk (SNDK) Q2 2026 (USD): Adj. EPS 6.20 (exp. 3.62), Revenue 3.03bln (exp. 2.69bln)

KLA Corporation (KLAC) Q2 2026 (USD): Adj. EPS 8.85 (exp. 8.80), Revenue 3.3bln (exp. 3.25bln)

Western Digital Corporation (WDC) Q2 2026 (USD) Adj. EPS 2.13 (exp. 1.92), Revenue 3.02bln (exp. 2.93bln)

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Kioxia and Sandisk continue Yokkaichi JV agreement through 2034, whereby Sandisk will pay Kioxia USD 1.165bln.

Q3 outlook

  • Adj. EPS 12-14 (exp. 4.62).
  • Revenue 4.4-4.8bln (exp. 2.84bln).
Context

The Q3 guidance also suggests continued momentum, with EPS and revenue forecasts well above expectations, signaling potential upside for the stock. This performance may positively impact market sentiment, particularly in tech and semiconductor sectors, as well as broader equity markets.

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