WDC Q4 FY2026 earnings: EPS beat by 7.6%, revenue beat by 1.3%
Western Digital reported Q4 FY2026. EPS came in at $3.56 against a $3.31 consensus, beat by 7.6%. Revenue was $3.8B versus $3.7B expected, beat by 1.3%. Gross margin was 54.1%, up 390 bps from last quarter.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $3.56 | $3.31 | beat by 7.6% |
| Revenue | $3.8B | $3.7B | beat by 1.3% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $3.7B | +12.3% | +43.8% |
| Gross profit | $2.0B | +21.0% | +90.1% |
| Operating income | $1.5B | +26.7% | +121.8% |
| Net income | $3.2B | -0.3% | +1143.2% |
| Diluted EPS | $0.00 | -100.0% | -100.0% |
| Gross margin: 54.1%. |
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The trend
Revenue is up 43.8% from the same quarter last year. Gross margin sits at 54.1%, a new high for the period charted.
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How it stacks up
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