Latest Earnings Results: Q4 '26
Estimated EPS
$3.31
Reported EPS
$3.56
Surprise
+7.54%
Estimated Rev
$3.7B
Reported Rev
$3.75B
Surprise
+1.27%
• Reported GAAP EPS of $9.13 up 1204.29% YoY • Reported revenue of $3.75B up 43.84% YoY • For the fiscal first quarter of 2027, Western Digital expects revenue of $4.1 billion, a non-GAAP gross margin of 55% to 56%, and a non-GAAP EPS of $4.00 per share.
Bullish Takeaway
Western Digital delivered strong Q4FY26 financial results driven by scaling innovation and operational excellence, positioning the company to benefit from long-term data growth and continued demand for storage infrastructure.
Bearish Takeaway
Western Digital faces material risks from supply chain dependencies, market demand volatility, and potential cybersecurity threats that could disrupt operations and impact the long-term financial performance of the company.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $3.31 | $3.56 | 7.54% | BEAT |
Q3 '26 | $2.39 | $2.72 | 13.58% | BEAT |
Q2 '26 | $1.93 | $2.13 | 10.34% | BEAT |
Q1 '26 | $1.59 | $1.78 | 12.02% | BEAT |
Q4 '25 | $1.48 | $1.66 | 12.06% | BEAT |