WESTERN DIGITAL CORP (WDC) Form 8-K — Aug 5, 2026
Western Digital reported fiscal fourth quarter 2026 revenue of $3.75 billion, up 44% year over year, with GAAP diluted EPS of $8.21 and non-GAAP diluted EPS of $3.56, up 109% year over year. Gross margin expanded sharply to 54.1% GAAP (54.4% non-GAAP) from 41.0% a year earlier, and the quarter produced $1.39 billion of operating cash flow and $1.28 billion of free cash flow. Full fiscal year 2026 revenue rose 36% to $12.9 billion. Guidance for fiscal Q1 2027 calls for revenue of $4.1 billion at the midpoint, up 42% to 49% year over year, with non-GAAP gross margin of 55% to 56% and non-GAAP EPS of $4.00 plus or minus $0.15, signaling continued acceleration in AI-driven storage demand.
Key figures
- Eps
- GAAP $8.21 / non-GAAP $3.56 (Q4FY26 diluted)
- Revenue
- 3747000000
- Guidance
- Q1FY27: revenue $4.1B +/- $100M (up 42-49% YoY), non-GAAP gross margin 55%-56%, non-GAAP EPS $4.00 +/- $0.15
- Net Income
- 3195000000
- Total Debt
- 1052000000
- Revenue Yoy
- +44%
- Total Assets
- 13861000000
- Cash Position
- 1579000000
- Fy26 revenue
- 12919000000
- Fy26 revenue yoy
- +36%
- Free cash flow q4
- 1281000000
- Dividend per share
- 0.15
- Free cash flow fy26
- 3511000000
- Gaap gross margin q4
- 54.1%
- Dividend payable date
- September 17, 2026
- Fy26 gaap diluted eps
- 24.28
- Fy26 share repurchases
- 2592000000
- Operating cash flow q4
- 1389000000
- Non gaap gross margin q4
- 54.4%
- Fy26 non gaap diluted eps
- 10.22
- Q4 gain on retained sandisk interest
- 2050000000
Price after filing
Close on the filing date to close N calendar days later (from $527.22). Historical, not a forecast.
AI analysis
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