secwatch / observer
8-K filed April 30, 2026, 7:59 PM ET ticker WDC CIK 0000106040
earnings confidence high sentiment positive materiality 0.90

WD Q3FY26 revenue up 45% YoY to $3.34B; GAAP EPS $8.20, non-GAAP $2.72; dividend up 20%

WESTERN DIGITAL CORP

2026-Q3 EPS reported $16.05 revenue$9,172,000,000
item 2.02item 9.01

Machine-readable event card

schema_version
secwatch.filing_event.v1
accession
0001628280-26-028878
form_type
8-K
ticker
WDC
cik
0000106040
company_name
WESTERN DIGITAL CORP
filed_at
2026-04-30T23:59:59+00:00
discovered_at
2026-05-14T18:02:31.890789+00:00
generated_at
2026-05-15T00:31:35.933470+00:00
sec_items
["2.02", "9.01"]
event_type
earnings
sentiment
positive
materiality_score
0.9
calibrated_materiality_score
0.9
confidence
high
secwatch_canonical_url
https://secwatch.observer/filing/0001628280-26-028878
json_url
https://secwatch.observer/filing/0001628280-26-028878.json
markdown_url
https://secwatch.observer/filing/0001628280-26-028878.md
text_url
https://secwatch.observer/filing/0001628280-26-028878.txt
edgar_index_url
https://www.sec.gov/Archives/edgar/data/106040/000162828026028878/0001628280-26-028878-index.htm
edgar_primary_document_url
https://www.sec.gov/Archives/edgar/data/106040/000162828026028878/wdc-20260430.htm
generated_by_model
deepseek-v4-flash:cloud@v2
review_status
machine_generated
human_reviewed
false
corrected
false
correction_note
null
correction_timestamp
null
superseded_by
null
JSON Markdown Plain text

Source-grounded claims

2195207851afc054b13736dba8df247a591a84ab

WESTERN DIGITAL CORP reported fiscal third quarter ended April 3, 2026 results: revenue Revenue $3,337, net income Diluted Net Income Attributable to Common Shareholders $3,172, EPS Diluted Net Income Per Common Share $8.20.

GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%

SEC 8-K Item 2.02 confidence 0.95 SEC evidence

3972f31146b866413ce25bb1e08c2fa707f977c2

WESTERN DIGITAL CORP reported fiscal fourth quarter of 2026 results: revenue revenues of $3.65 billion, EPS non-GAAP EPS of $3.25. Guidance initiated.

For our fiscal fourth quarter of 2026, at the mid-point of the ranges provided in the table below, we expect revenues of $3.65 billion, non-GAAP gross margin of 51.5%, with non-GAAP EPS of $3.25.

SEC 8-K Item 2.02 confidence 0.95 SEC evidence

Comparable filings

HPE

HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework

Hewlett Packard Enterprise Co June 1, 2026, 4:09 PM ET earnings Items 1.01, 2.02, 5.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%

Comparable filing

gross margin, and non-GAAP diluted net EPS, as well as its highest-ever free cash flow generation for a second quarter. Second Quarter Fiscal 2026 Financial Results • Revenue : $10.7 billion, up 40% from the prior-year period • Gross margins : ◦ GAAP of 36.5%, up 810 basis points from the prior-year period and up 60 basis points sequentially ◦ Non-GAAP (1) of 36.9%,

Filing page SEC filing

CRDO

Credo Q4 revenue $437M (+157% YoY); guides Q1 $465-475M; CEO awarded 1.44M performance-based RSUs

Credo Technology Group Holding Ltd June 1, 2026, 4:08 PM ET earnings Items 2.02, 5.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%

Comparable filing

On June 1, 2026, Credo Technology Group Holding Ltd (the "Company") issued a press release announcing its financial results for the fiscal year ended May 2, 2026.

Filing page SEC filing

ACH

Accendra Health Q1 revenue $627.8M, adj. EBITDA $58.4M; >$1.5B debt optimization

ACCENDRA HEALTH INC/VA/ May 11, 2026, 7:59 PM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%

Comparable filing

Commission this morning. ​ Details on First Quarter 2026 Results ​ ​ First Quarter Results (1) ​ ($ in millions, except per share data) ​ ​ ​ 1Q26 ​ ​ ​ 1Q25 Net Revenue ​ $ 627.8 ​ $ 673.9 ​ ​ ​ ​ ​ ​ ​ Loss from continuing operations, net of tax, GAAP ​ $ (6.5) ​ $ (3.8) Adj. net (loss) income from continuing operations, Non-GAAP ​ $ (3.1) ​ $ 23.2 ​ ​ ​

Filing page SEC filing

LQDA

Liquidia Q1 2026 net income $53M vs $38M loss YoY; YUTREPIA sales $130M

Liquidia Corp May 11, 2026, 7:59 PM ET earnings Items 2.02, 8.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%

Comparable filing

First Quarter 2026 Financial Results YUTREPIA sales led to the company’s third consecutive quarter of profitability with net income of $52.9 million and positive non-GAAP adjusted EBITDA of $71.2 million in the first quarter of 2026. Cash and cash equivalents totaled $222.8 million as of March 31, 2026, compared to $190.7 million as of December 31, 2025. Product sales, net, were $129.9 million for the three months ended March 31, 2026.

Filing page SEC filing

TH

Target Hospitality Q1 revenue up 4% but net loss widens to $13M; announces $750M AI infrastructure contract

Target Hospitality Corp. May 11, 2026, 7:59 PM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%

Comparable filing

today reported results for the three months ended March 31, 2026. ​ Financial Highlights for the quarter ended March 31, 2026 ​ ● Revenue of $72.8 million. ● Net loss of ($13.0) million. ● Basic and diluted loss per share of $0.13 . ● Adjusted EBITDA (1) of $9.9 million. ● Net Cash Provided by Operating Activities of $7.0 million and Discretionary Cash

Filing page SEC filing

FSK

FSK posts Q1 GAAP loss of $1.57/sh, NAV falls to $18.83; announces $150M preferred, tender, buyback

FS KKR Capital Corp May 11, 2026, 7:59 PM ET earnings Items 1.01, 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%

Comparable filing

Earnings (Loss) per share of ($1.57), compared to Earnings (Loss) per share of ($0.41) for the quarter ended December 31, 2025

Filing page SEC filing

APGE

Apogee reports Q1 loss of $74.1M; $1.3B cash; zumilokibart Phase 3 AD on track

Apogee Therapeutics, Inc. May 11, 2026, 7:59 PM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%

Comparable filing

On May 11, 2026, Apogee Therapeutics, Inc. (the “Company”) issued a press release providing a business update and announcing its financial results for the quarter ended March 31, 2026 (the “Earnings Press Release”).

Filing page SEC filing

COCH

Envoy Medical completes pivotal trial enrollment for fully implanted cochlear implant; raises $30M

Envoy Medical, Inc. May 11, 2026, 7:59 PM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%

Comparable filing

Net Revenue was $39 for the three months ended March 31, 2026.

Filing page SEC filing

Source: SEC EDGAR
accession 0001628280-26-028878
view filing index on sec.gov
view primary document

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.