Every material Form 8-K Western Digital filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Western Digital reported fiscal first quarter 2027 revenue of $4.38 billion, up 55% from a year earlier, and non-GAAP diluted EPS of $4.64, up 161%. GAAP diluted EPS was $4.63, down 44% from the prior quarter, which included a large Sandisk-related gain, and the company also raised its quarterly dividend 17% to $0.175 per share.
Q1 fiscal 2027 revenue $4.38 billion, up 55% year over year; GAAP gross margin 57.8%, non-GAAP 58.1%
GAAP diluted EPS $4.63 versus $3.07 a year earlier; non-GAAP diluted EPS $4.64 versus $1.78
Guidance for fiscal Q2 2027 at midpoint: revenue $5.1 billion (plus or minus $100 million) and non-GAAP diluted EPS $5.80 (plus or minus $0.20)
Quarterly cash dividend raised to $0.175 per share, payable December 17, 2026, to holders of record on December 4, 2026
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.
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
Western Digital appointed Manuvir Das, a former NVIDIA, Dell EMC and Microsoft executive, to its board of directors effective May 26, 2026. He also joined the Audit Committee, and the board now has nine directors, eight of whom are external and independent.
Board appointment made May 26, 2026 and serves until the next annual stockholder meeting
Das was also appointed to the Audit Committee of the Board
Das is currently an Operating Partner at Stonepeak Partners LP, a role he assumed in April 2025
Board now comprises nine directors, eight external and independent
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.
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
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.
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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Western Digital filing is on SEC EDGAR ↗. 8-K briefs of other companies →