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英伟达NVIDIA(NVDA)2026财年第四季度及全年业绩报告「NASDAQ」(英文版)(11页).pdf

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1、NVIDIA Announces Financial Results for Fourth Quarterand Fiscal 2026Record quarterly revenue of$68.1 billion,up 20%from Q3 and up 73%from a year agoRecord quarterly Data Center revenue of$62.3 billion,up 22%from Q3 and up 75%from ayear agoRecord full-year revenue of$215.9 billion,up 65%NVIDIA(NASDAQ

2、:NVDA)today reported record revenue for the fourth quarter ended January 25,2026,of$68.1 billion,up20%from the previous quarter and up 73%from a year ago.For fiscal 2026,revenue was$215.9 billion,up 65%from a yearago.For the quarter,GAAP and non-GAAP gross margins were 75.0%and 75.2%,respectively.Fo

3、r fiscal 2026,GAAP and non-GAAP gross margins were 71.1%and 71.3%,respectively.For the quarter,GAAP and non-GAAP earnings per diluted share were$1.76 and$1.62,respectively.For fiscal 2026,GAAPand non-GAAP earnings per diluted share were$4.90 and$4.77,respectively.“Computing demand is growing exponen

4、tially the agentic AI inflection point has arrived.Grace Blackwell with NVLink isthe king of inference today delivering an order-of-magnitude lower cost per token and Vera Rubin will extend thatleadership even further,”said Jensen Huang,founder and CEO of NVIDIA.“Enterprise adoption of agents is sky

5、rocketing.Our customers are racing to invest in AI compute the factories powering the AI industrial revolution and their futuregrowth.”During fiscal 2026,NVIDIA returned$41.1 billion to shareholders in the form of shares repurchased and cash dividends.Asof the end of the fourth quarter,the company h

6、ad$58.5 billion remaining under its share repurchase authorization.NVIDIA will pay its next quarterly cash dividend of$0.01 per share on April 1,2026,to all shareholders of record on March11,2026.Q4 Fiscal 2026 SummaryGAAP($in millions,except earnings pershare)Q4 FY26Q3 FY26Q4 FY25Q/QY/YRevenue$68,1

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1. **财务表现**:NVIDIA FY26 Q4营收681亿美元(环比+20%,同比+73%),全年营收2159亿美元(同比+65%);数据中心业务Q4营收623亿美元(同比+75%),全年1937亿美元(同比+68%)。 2. **利润与股东回报**:Q4 GAAP净利润429.6亿美元(同比+94%),全年1201亿美元(同比+65%);FY26向股东返还411亿美元(股票回购+分红)。 3. **技术进展**:推出Rubin平台(推理成本降10倍)、Blackwell Ultra(代理AI性能提升50倍);与Meta、AWS等扩大合作,加速AI工厂建设。 4. **业务亮点**:游戏业务Q4营收37亿美元(同比+47%),专业可视化13亿美元(环比+74%);汽车业务6.04亿美元(同比+6%)。 5. **未来展望**:FY27 Q1预期营收780亿美元(±2%),毛利率74.9%-75.0%。
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