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

Western Digital Q3 revenue rises 45% to $3.34 billion; Q4 guidance points higher

Positive Impact 4 of 5 earnings Written later

Western Digital reported fiscal third-quarter 2026 revenue of $3.34 billion, up 45% from a year earlier, with GAAP diluted EPS of $8.20 versus $2.11. GAAP results include a $2.7 billion gain on its retained Sandisk interest, while non-GAAP diluted EPS was $2.72, up 97%. The company also guided fiscal fourth-quarter revenue to $3.65 billion, plus or minus $100 million, and raised its quarterly dividend 20% to $0.15 per share.

Key points

  • Q3 FY26 revenue $3.34 billion, up 45% year over year; GAAP gross margin 50.2%, non-GAAP 50.5%
  • GAAP diluted EPS $8.20 vs $2.11 a year earlier; non-GAAP diluted EPS $2.72 vs $1.38
  • Q4 FY26 guidance: revenue $3.65 billion +/- $100 million; non-GAAP diluted EPS $3.25 +/- $0.15
  • Quarterly dividend raised 20% to $0.15 per share, payable June 17, 2026 to holders of record June 5, 2026

The filing

CompanyWestern Digital (WDC)
Form8-K, current report
Filed with the SECApr 30, 2026, 4:07 PM ET
Accession number0001628280-26-028878

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 April 30, 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.