earnings
confidence high
sentiment positive
materiality 0.80
Western Digital Q2 FY2026 revenue $3.02B (+25% YoY); non-GAAP EPS $2.13; guides Q3 ~$3.2B rev
WESTERN DIGITAL CORP
2026-Q2 EPS reported
$7.82
revenue$5,835,000,000
- GAAP diluted EPS $4.73; non-GAAP diluted EPS $2.13 (+78% YoY).
- Gross margin: GAAP 45.7% (+800bps YoY); non-GAAP 46.1%.
- Cash flow from ops $745M; free cash flow $653M.
- Q3FY26 guidance: revenue ~$3.2B, non-GAAP gross margin 47.5%, non-GAAP EPS $2.30.
- Returned over 100% of free cash flow to shareholders via buybacks and dividends.