AI brief of an SEC Form 8-K · Western Digital (WDC)

Western Digital Q4 revenue up 30% to $2.61 billion; Q1 outlook $2.7 billion

Positive Impact 4 of 5 earnings Written later

Western Digital reported fiscal fourth quarter 2025 revenue of $2.61 billion, up 30% from a year earlier, with GAAP diluted EPS of $0.67 and non-GAAP diluted EPS of $1.66. The company guided fiscal first quarter 2026 revenue to a $2.7 billion midpoint and non-GAAP diluted EPS to $1.54, and it announced a $2.0 billion share repurchase program and a $0.10 quarterly dividend.

Key points

  • Q4 FY25 revenue of $2.61 billion, up 30% year over year; GAAP operating income of $680 million
  • GAAP diluted EPS of $0.67 and non-GAAP diluted EPS of $1.66 for the quarter
  • Q1 FY26 guidance: revenue of $2.7 billion at the midpoint and non-GAAP diluted EPS of $1.54 at the midpoint
  • Board declared a $0.10 per share cash dividend payable September 18, 2025, and a $2.0 billion share repurchase program was authorized

The filing

CompanyWestern Digital (WDC)
Form8-K, current report
Filed with the SECJul 30, 2025, 4:14 PM ET
Accession number0000106040-25-000030

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.