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MU Q4 Deep Dive: AI-Driven Demand Tightens Memory Supply, Spurs Strategic Capacity Expansion
Memory chips maker Micron (NYSE:MU) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 56.7% year on year to $13.64 billion. On top of that, next quarter’s revenue guidance ($18.7 billion at the midpoint) was surprisingly good and 29.3% above what analysts were expecting. Its non-GAAP profit of $4.78 per share was 20.7% above analysts’ consensus estimates.
GIS Q4 Deep Dive: Volumes Remain Under Pressure Despite Pricing Actions and New Launches
Packaged foods company General Mills (NYSE:GIS) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 7.2% year on year to $4.86 billion. Its non-GAAP profit of $1.10 per share was 7.1% above analysts’ consensus estimates.
MLKN Q4 Deep Dive: Retail Expansion and Consistent Order Growth Drive Optimism
Office furniture manufacturer MillerKnoll (NASDAQ:MLKN) reported revenue ahead of Wall Streets expectations in Q4 CY2025, but sales fell by 1.6% year on year to $955.2 million. On top of that, next quarter’s revenue guidance ($943 million at the midpoint) was surprisingly good and 3.7% above what analysts were expecting. Its non-GAAP profit of $0.43 per share was 7.5% above analysts’ consensus estimates.