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Western Digital (WDC)
NASDAQ:WDC
US Market
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Western Digital (WDC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 22, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
1.9
Last Year’s EPS
1.34
Same Quarter Last Year
Based on 19 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Western Digital reported strong financial performance with significant revenue and earnings growth, driven by AI-related demand. The company increased shareholder returns and effectively managed operational efficiencies, despite slightly higher operating expenses. The overall outlook remains positive with continued demand growth and strategic investments.
Company Guidance
During the Western Digital First Quarter Fiscal 2026 Earnings Call, the company provided guidance indicating a robust financial performance driven by the expanding demand for data storage solutions due to AI adoption. Western Digital reported a revenue of $2.8 billion, a 27% year-over-year increase, with a non-GAAP gross margin of 43.9% and earnings per share of $1.78. The company highlighted strong free cash flow generation of $599 million and announced a 25% increase in quarterly dividends to $0.125 per share. Looking ahead to the second quarter, Western Digital anticipates revenue growth to approximately $2.9 billion, gross margins between 44% and 45%, and earnings per share of $1.88. The company also detailed its strategic investments and product developments, including the advancement of its HAMR and ePMR technologies, to meet the increasing demand for high-capacity drives fueled by AI and data-driven workloads.
Strong Revenue and Earnings Growth
Western Digital delivered revenue of $2.8 billion, up 27% year-over-year, and non-GAAP earnings per share of $1.78, both exceeding the high end of guidance.
Increased Shareholder Returns
The company significantly increased share repurchases to $553 million and announced a 25% increase in dividend per share to $0.125.
AI-Driven Demand
The rapid adoption of AI is driving robust demand for higher capacity drives, with top customers providing purchase orders extending through 2026 and 2027.
Strong Free Cash Flow Generation
Free cash flow for the quarter was $599 million, reflecting a strong free cash flow margin above 20%.
Positive Gross Margin Performance
Gross margin was 43.9%, up 660 basis points year-over-year, driven by a mix shift towards higher capacity drives and cost control.

Western Digital (WDC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

WDC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 22, 2026
2026 (Q2)
1.90 / -
1.337
Oct 30, 2025
2026 (Q1)
1.59 / 1.78
1.34532.34% (+0.44)
Jul 30, 2025
2025 (Q4)
1.48 / 1.66
1.08852.57% (+0.57)
Apr 30, 2025
2025 (Q3)
1.12 / 1.36
0.476185.71% (+0.88)
Jan 29, 2025
2025 (Q2)
1.35 / 1.34
-0.521356.62% (+1.86)
Oct 24, 2024
2025 (Q1)
1.29 / 1.34
-1.33201.13% (+2.67)
Jul 31, 2024
2024 (Q4)
0.89 / 1.09
-1.496172.73% (+2.58)
Apr 25, 2024
2024 (Q3)
0.16 / 0.48
-1.035145.99% (+1.51)
Jan 25, 2024
2024 (Q2)
-0.85 / -0.52
-0.317-64.35% (-0.20)
Oct 30, 2023
2024 (Q1)
-1.44 / -1.33
0.151-980.79% (-1.48)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

WDC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$138.13$150.21+8.75%
Jul 30, 2025
$71.35$78.60+10.16%
Apr 30, 2025
$40.50$43.73+7.98%
Jan 29, 2025
$47.31$49.55+4.75%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Western Digital (WDC) report earnings?
Western Digital (WDC) is schdueled to report earning on Jan 22, 2026, After Close (Confirmed).
    What is Western Digital (WDC) earnings time?
    Western Digital (WDC) earnings time is at Jan 22, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is WDC EPS forecast?
          WDC EPS forecast for the fiscal quarter 2026 (Q2) is 1.9.

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