Western Digital Reports Strong Q4 Financial Results with Earnings Surpassing Estimates

Western Digital announced its Q4 financial results, reporting an operating income of USD 1,563 million, net income of USD 3,195 million, and earnings per share (EPS) of USD 8.21. The adjusted EPS was USD 3.56, exceeding the Ibes estimate of USD 3.3. The company also reported a gross margin of 54.1% and revenue of USD 3,747 million, surpassing the estimated USD 3,692 million. These results indicate robust financial performance for the quarter.

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Western Digital Q4 Adj. EPS $3.56 Beats $3.29 Estimate, Sales $3.747B Beat $3.692B Estimate
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08-06
Western Digital Q4 Net Income USD 3,195 Million
Western Digital Q4 Net Income USD 3,195 Million
08-06
Western Digital Q4 Gross Margin 54.1%
Western Digital Q4 Gross Margin 54.1%
08-06
Western Digital Q4 EPS USD 8.21
Western Digital Q4 EPS USD 8.21

User Discussion

avatarAnita P
08-10
not an advisor Just sharing WDC reported $3.34B quarterly revenue, up 45% YoY, with 50%+ gross margin in its latest reported quarter WD started calendar year 2026 with great execution, driving strong sequential and year-over-year revenue growth in all our end markets, while expanding gross and operating margins. Gross margin exceeded 50%, reflecting our continued delivery of innovation across an expanding set of customers. Given our confidence in the durability of our business, we are also announcing a 20% increase in the quarterly cash dividend on the company’s common stock to $0.15 per share,” said Irving Tan, CEO of WD. “The demand drivers are clear: Virtually every AI workload, from training, inference, agentic AI to physical AI, creates data that is stored persistently and cost-effici