WDCQ4 FY20261/5Estimate vs Actual
Earnings per Share
$3.56
+ 7.0% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Western Digital Q4 FY2026 · Story
Read the quarter card by card, ready to share.
WDCQ4 FY20261/5WDCQ4 FY20262/5Guidance
Revenue
- Company Guidance
- 4.0 – 4.2 billion
- Market Estimate
- 4.01 billion
Within Range ✓
EPS
- Company Guidance
- 3.85 – 4.15 $
- Market Estimate
- 3.81 $
Midpoint 5% Above Estimate ▲
Gross Margin (Non-GAAP)
- Company Guidance
- 55% – 56%
+1.1 pts Expansion ▲
WDCQ4 FY20263/5Price Reaction
First Full Session
− 13.0%
From the report-day close to the next session's close.
WDCQ4 FY20264/5In 30 Seconds
Revenue rose 44% year over year to $3.75 billion; adjusted EPS of $3.56 beat the estimate by 7%.
- The company guided next-quarter revenue to $4.1 billion with a 55-56% gross margin; the revenue guide is 2% above estimates.
- The stock fell 13% the next day; the market priced the slowing pace of improvement, not the strong quarter.
First point of the analysis's “In 30 Seconds”.
Full AnalysisWDCQ4 FY20265/5Score
83/ 100
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