WESTERN DIGITAL CORP — Earnings
Most recent reported period: FY2026 (Q4) (filed for period ending 2026-01-02) · sourced from SEC EDGAR
Next earnings (estimated): Fri, April 3, 2026 — 28 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2026-01-02 | $3.02B | ↑+25.2% | $1.84B | ↑+210.1% | 30.1% |
| 2025-10-03 | $2.82B | ↑+27.4% | $1.18B | ↑+139.8% | 28.1% |
| 2025-06-27 | $2.60B | ↑+30.0% | $282M | ↑+623.1% | 26.1% |
| 2025-03-28 | $2.29B | ↑+30.9% | $520M | ↑+285.2% | 33.1% |
| 2024-12-27 | $2.41B | ↑+76.2% | $594M | ↑+307.0% | 23.2% |
| 2024-09-27 | $2.21B | ↑+85.3% | $493M | ↑+172.0% | 15.1% |
| 2024-06-28 | $2.00B | — | $39M | — | — |
| 2024-03-29 | $1.75B | ↓-37.5% | $135M | ↑+123.6% | 5.4% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2026 (Q4)
Revenue
$3.02B
↑+25.2% +$608M YoY
Net Income
$734M
↑+57.5% +$268M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 71 quarters
margin trajectory tells the operating-leverage storyGross Margin↑+8.1pts
45.7%
Operating Margin↑+6.8pts
30.1%
Net Margin↑+36.4pts
61.1%
Go deeper
WDC Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyWDC Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics