---
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"
generated_at: "2026-05-15T00:31:35.933470+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- Revenue $3.34B, up 45% YoY; GAAP diluted EPS $8.20, non-GAAP diluted EPS $2.72.
- GAAP gross margin 50.2% (up 1040 bps YoY); non-GAAP gross margin 50.5%.
- Cash from operations $1.12B, free cash flow $978M.
- Q4FY26 revenue guidance ~$3.65B; non-GAAP gross margin 51%-52%; non-GAAP EPS ~$3.25.
- Quarterly dividend increased 20% to $0.15 per share.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/106040/000162828026028878/0001628280-26-028878-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/106040/000162828026028878/wdc-20260430.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-028878
- JSON: https://secwatch.observer/filing/0001628280-26-028878.json
- Plain text: https://secwatch.observer/filing/0001628280-26-028878.txt

## Source-grounded claims
- claim_id: 2195207851afc054b13736dba8df247a591a84ab
  claim: 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.
  evidence_excerpt: 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%
  evidence_url: https://www.sec.gov/Archives/edgar/data/106040/000162828026028878/0001628280-26-028878-index.htm
- claim_id: 3972f31146b866413ce25bb1e08c2fa707f977c2
  claim: 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.
  evidence_excerpt: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/106040/000162828026028878/0001628280-26-028878-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.