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calendar_month Aug 05, 2026

Western Digital Beats Q4 Estimates, Stock Falls on Guidance

Western Digital Corp. (NASDAQ:WDC) posted its fourth-quarter results after Wednesday’s closing bell, beating Wall Street estimates on the top and bottom lines.  

Here’s a look at the details inside the report. 

Western Digital Q4 Details    

Western Digital reported quarterly earnings of $3.56 per share, which beat the Street estimate of $3.29 by 7.88%, according to Benzinga Pro data. 

Quarterly revenue came in at $3.75 billion, which beat the consensus estimate of $3.69 billion and was up from $2.61 billion in the same period last year.   

“Fiscal 2026 was an outstanding year for WD, characterized by broadening demand, deeper customer engagement, and disciplined execution across all end markets. As the cloud and other data-intensive workloads continue to expand, we remain confident in the long-term growth trajectory of our business, further margin expansion, and strong free cash flow generation,” said Kris Sennesael, CFO of Western Digital.

Looking Ahead

Western Digital expects first quarter adjusted EPS of $3.85 to $4.15, versus the $3.81 estimate, and revenue of $4 billion to $4.2 billion, versus the $4.01 billion analyst estimate.

“For our fiscal first quarter of 2027, at the midpoint of the ranges provided in the table below, we expect revenue of $4.1 billion, non-GAAP gross margin of 55.5%, and non-GAAP EPS of $4,” Sennesael said.

WDC Stock Price Activity: According to data from Benzinga Pro, Western Digital stock was down 8.89% to $473 in Wednesday’s extended trading.  

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