Western Digital Q2 revenue rises 25% to $3.02 billion; guides Q3 revenue to $3.2 billion
Western Digital reported fiscal second quarter 2026 revenue of $3.02 billion, up 25% from a year earlier, with non-GAAP diluted EPS of $2.13 versus $1.20. GAAP diluted EPS of $4.73 included a $1.1 billion gain on the company's retained interest in Sandisk, which the company excludes from its non-GAAP results. For fiscal third quarter 2026, the company expects revenue of $3.2 billion and non-GAAP diluted EPS of $2.30 at the mid-point of its ranges.
Key points
- Q2 revenue of $3.02 billion, up 25% year over year; non-GAAP gross margin 46.1%
- Non-GAAP diluted EPS of $2.13 versus $1.20 a year earlier; GAAP diluted EPS of $4.73 versus $1.27
- Q3 guidance at mid-point: revenue of $3.2 billion and non-GAAP diluted EPS of $2.30; quarterly dividend of $0.125 payable March 18, 2026
The filing
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 January 29, 2026.
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.