earnings
confidence high
sentiment positive
materiality 0.85
Western Digital Q1 FY26 revenue $2.82B (+27% YoY), EPS $3.07, raises dividend 25%
WESTERN DIGITAL CORP
2026-Q1 EPS reported
$3.07
revenue$2,818,000,000
- Revenue $2.82B (+27% YoY), above guidance high end; GAAP EPS $3.07, non-GAAP EPS $1.78.
- Operating cash flow $672M, free cash flow $599M; GAAP gross margin 43.5% (+710 bps YoY).
- Board raised quarterly dividend 25% to $0.125 per share; CEO cites confidence in strong momentum.
- Q2 FY26 guidance: revenue ~$2.9B (+20% YoY mid-point), non-GAAP gross margin 44%-45%, non-GAAP EPS ~$1.88.