earnings
confidence high
sentiment positive
materiality 0.85
Western Digital Q4 FY2026 revenue $3.75B (+44% YoY); guides Q1 ~$4.1B
WESTERN DIGITAL CORP
- Q4 revenue $3.747B, up 44% YoY; GAAP diluted EPS $8.21, non-GAAP $3.56.
- GAAP gross margin 54.1% (up 1310 bps YoY); operating income $1.563B (+130% YoY).
- Full-year FY2026 revenue $12.919B (+36% YoY); GAAP EPS $24.28, non-GAAP $10.22.
- Q1 FY2027 guidance: revenue ~$4.1B, non-GAAP gross margin 55.5%, non-GAAP EPS $4.00.
- Cash flow from operations $1.39B; free cash flow $1.28B in Q4.