WESTERN DIGITAL CORP — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Western Digital reported Q4 FY26 revenue of $3.75B (+44% YoY), GAAP diluted EPS of $8.21 (+1,125% YoY), and non-GAAP EPS of $3.56 (+109% YoY). Full-year FY26 revenue reached $12.92B (+36% YoY) with GAAP EPS of $24.28 (+446% YoY). The company generated $1.28B free cash flow in Q4 and $3.51B for the full year. For Q1 FY27, WD guides revenue to $4.1B (±$100M, +42-49% YoY) and non-GAAP EPS to $4.00 (±$0.15). The strong results reflect demand for storage infrastructure post-Sandisk separation (February 2025); a $6.5B gain on retained interest in Sandisk favorably impacted GAAP earnings. The board declared a $0.15/share dividend.
Why this rating
Strong revenue and profit growth, robust FCF generation, and raised forward guidance drive positive momentum. Scale relative to $12.2B market cap is material but growth already priced in.
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