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

Western Digital Q4 revenue rises 44% to $3.75 billion; Q1 revenue outlook $4.1 billion

Positive Impact 4 of 5 earnings Written later

Western Digital reported fiscal fourth-quarter 2026 revenue of $3.75 billion, up 44% from a year earlier, and non-GAAP diluted EPS of $3.56, up from $1.70. GAAP diluted EPS was $8.21, which included a $2.05 billion gain on its retained interest in Sandisk. The company guided fiscal first-quarter 2027 revenue to $4.1 billion ±$100 million and non-GAAP diluted EPS to $4.00 ±$0.15.

Key points

  • Q4 FY26 revenue was $3,747 million, up 44% year over year and up 12% from Q3 FY26
  • GAAP diluted EPS was $8.21 versus $0.67 a year earlier; non-GAAP diluted EPS was $3.56 versus $1.70
  • Q1 FY27 guidance: revenue $4.1 billion ±$100 million, non-GAAP gross margin 55% to 56%, non-GAAP EPS $4.00 ±$0.15
  • Board declared a $0.15 per share dividend payable September 17, 2026 to holders of record on September 8, 2026

The filing

CompanyWestern Digital (WDC)
Form8-K, current report
Filed with the SECAug 5, 2026, 4:04 PM ET
Accession number0001628280-26-053305

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 August 05, 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.