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Western Digital (WDC) earnings

WESTERN DIGITAL CORP· Information Technology

Results to
Jul 2026
Latest analysed call
Jun 2026 (Q4 FY26)
Balance sheet to
Jul 2026

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Western Digital earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue3,747 $ million+43.8% YoYQuarterly, as filedQuarter to Jul 2026Revenue from operations as filed.
Operating margin41.7 %+15.6 pts YoYOperating profit / revenueQuarter to Jul 2026For the quarter; a change is in percentage points.
Net profit3,195 $ million+1033.0% YoYQuarterly, as filedQuarter to Jul 2026Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Jul 2026

Guidance

What management said, and what became of it

23 of 26 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.

WESTERN DIGITAL CORP management guidance track record: 37 targets tracked across analysed earnings calls (23 achieved, 3 missed, 11 open).

TargetOriginal wordingSaidLatest callVerdict
Free cash flow marginplus 20% free cash flow marginSep 2025Jun 2026:This resulted in free cash flow generation of $1.3 billion for the quarter and a strong free cash flow margin of 34%.
Call transcript, Jun 2026 · no direct link		Achieved
Capital return payout policy (% of excess free cash flow returned to shareholders)100% of excess cash returned via dividends and buybacks once net leverage reaches ~1.5xMar 2025Jun 2026:No change there to our strategy and our commitment to return the free cash flow back to the shareholders consistently with what we have been doing over the last 4 or 5 quarters through a combination of our dividend payments as well as our share repurchases.
Call transcript, Jun 2026 · no direct link		On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

3 of WESTERN DIGITAL CORP's 37 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 35 more targets are in the full ledger.

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Price

$352.21 +6.09% · +$20.21

Last close Oct 19, 2026 · US · USD

Performance +179.1% 1Y

$200$400$600Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Aug 26Oct 26Sep 2025 (Q1 FY26) — 30 Oct 2025Dec 2025 (Q2 FY26) — 29 Jan 2026Mar 2026 (Q3 FY26) — 30 Apr 2026Jun 2026 (Q4 FY26) — 5 Aug 2026

1Y: $126.2 on 17 Oct 2025 → $352.21. High $746.23 (18 Jun 2026), low $120.47 (22 Oct 2025).

Previous close
$332
52-week range
$120.47 – $746.23
One year
+189.81%

Overview

Symbol
WDC
Exchange
US
Currency
USD

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