Western Digital stock reports 44.00 percent Q4 revenue growth

Published on 09/30/2026 at 16:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Western Digital stock delivered USD 3.56 adjusted EPS in fiscal Q4 2026 against USD 3.31 consensus. Q1 FY2027 guidance calls for USD 4.00 adjusted EPS plus or minus USD 0.15.

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Western Digital stock (ISIN US9581021055) was EUR 396.40 at Lang & Schwarz on September 30, 2026 at 4:00 p.m. CEST, down 0.78 percent versus the prior close of EUR 399.50. The storage maker enters fiscal 2027 after a quarter of 44.00 percent year-over-year revenue growth.

Q4 revenue reaches USD 3.75 billion

According to Yahoo Finance on August 5, 2026, fiscal Q4 revenue reached USD 3.75 billion, up 44.00 percent from the prior year. Non-GAAP adjusted EPS rose 109.00 percent to USD 3.56, while operating cash flow reached USD 1.40 billion.

The result also exceeded the quarter's consensus benchmarks. MarketBeat reported adjusted EPS of USD 3.56 versus USD 3.31 expected and revenue of USD 3.75 billion versus USD 3.70 billion expected. That gives investors a concrete measure of the earnings beat behind the recent storage enthusiasm.

Fiscal 2027 starts with high guidance

Management guided fiscal Q1 2027 revenue to USD 4.10 billion plus or minus USD 100.00 million, with non-GAAP adjusted EPS of USD 4.00 plus or minus USD 0.15. The midpoint implies 45.00 percent year-over-year revenue growth and keeps pricing, capacity and execution central to the investment case.

Western Digital's fiscal 2026 revenue reached USD 12.90 billion, up 36.00 percent year over year, while non-GAAP EPS more than doubled to USD 10.22, according to Yahoo Finance. The company also generated USD 3.50 billion in free cash flow during the year, giving the balance sheet room to support product development and shareholder returns.

AI storage demand meets execution risk

A September 26, 2026 report from Yahoo Finance said S&P Global Ratings moved its outlook on Western Digital to positive while affirming a BBB- rating. The report linked the view to cash generation, leverage and AI-related storage demand, while also identifying higher-capacity drive execution as the key operational test.

Western Digital stock trades at EUR 396.40

Western Digital stock was trading at EUR 396.40 at Lang & Schwarz on September 30, 2026 at 4:00 p.m. CEST, down 0.78 percent against the Lang & Schwarz prior close of EUR 399.50 on September 29, 2026. The primary listing is NASDAQ in USD, while the same-day market capitalization was USD 155.6 billion and the 52-week range was USD 112.52 to USD 799.87.