Quarterly ResultAug 5, 2026, 04:13 PM

Western Digital Q4 Revenue $3.75B, up 44%; EPS $8.21; Declares Dividend

AI Summary

Western Digital Corporation reported strong financial results for its fiscal fourth quarter and full fiscal year 2026. Q4 revenue increased 44% year-over-year to $3.75 billion, with GAAP diluted EPS at $8.21 and non-GAAP diluted EPS at $3.56. For the full fiscal year 2026, revenue grew 36% to $12.919 billion, and non-GAAP diluted EPS more than doubled to $10.22. The company also provided an optimistic outlook for Q1 FY27, forecasting revenue of approximately $4.1 billion and non-GAAP diluted EPS of $4.00, and declared a quarterly cash dividend of $0.15 per share.

Key Highlights

Q4 FY26 Revenue was $3.75 billion, up 44% year-over-year.
Q4 FY26 GAAP diluted EPS was $8.21; non-GAAP diluted EPS was $3.56.
Fiscal Year 2026 Revenue reached $12.919 billion, a 36% increase year-over-year.
Fiscal Year 2026 non-GAAP diluted EPS was $10.22, up 104% year-over-year.
Q4 FY26 non-GAAP gross margin was 54.4%, up 1310 bps year-over-year.
Q1 FY27 revenue is expected to be $4.1 billion (+/- $100M), up 42% to 49% year-over-year.
Q1 FY27 non-GAAP diluted EPS is projected at $4.00 (+/- $0.15).
A cash dividend of $0.15 per share was declared, payable September 17, 2026.

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WDC

Electronic Components

WESTERN DIGITAL CORP

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