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

Western Digital Q1 revenue rises 27% to $2.82 billion; quarterly dividend raised 25%

Positive Impact 3 of 5 earnings Written later

Western Digital reported fiscal first quarter 2026 revenue of $2.82 billion, up 27% from a year earlier, with non-GAAP diluted EPS of $1.78 versus $0.75 a year earlier. GAAP diluted EPS was $3.07, which includes a $611 million gain on the company's retained interest in Sandisk. The board raised the quarterly dividend 25% to $0.125 per share and guided fiscal second quarter revenue to $2.9 billion at the mid-point.

Key points

  • Q1 FY26 revenue was $2.82 billion, up 27% year over year, and non-GAAP operating margin was 30.4%.
  • GAAP diluted EPS was $3.07 and non-GAAP diluted EPS was $1.78, compared with $0.42 and $0.75 a year earlier.
  • Q2 FY26 guidance at the mid-point: revenue of $2.9 billion (plus or minus $100 million) and non-GAAP diluted EPS of $1.88 (plus or minus $0.15).
  • Quarterly cash dividend increased 25% to $0.125 per share, payable December 18, 2025 to holders of record on December 4, 2025.

The filing

CompanyWestern Digital (WDC)
Form8-K, current report
Filed with the SECOct 30, 2025, 4:11 PM ET
Accession number0001628280-25-047539

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits 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 October 30, 2025.

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