The company said it reported revenue of $2,818 million, a GAAP gross margin of 43.5% and operating income of $792 million for the fiscal 2026 Q1 quarter ended October 3, 2025. Revenue rose 27% from $2,212 million a year earlier.

1. 01

   The company said it reported revenue of $2,818 million, a GAAP gross margin of 43.5% and operating income of $792 million for the fiscal 2026 Q1 quarter ended October 3, 2025. Revenue rose 27% from $2,212 million a year earlier.

2. 02

   Western Digital reported net income from continuing operations of $1,182 million ($3.07 per diluted share) for the fiscal 2026 Q1 quarter. Other income (expense), net of $545 million included a gain on the retained interest in Sandisk of $611 million. Non-GAAP diluted EPS was $1.78.

3. 03

   The company said it generated operating cash flow of $672 million and free cash flow of $599 million in the quarter. In the same quarter, it repurchased shares for $553 million and paid dividends of $39 million.

4. 04

   The company gave non-GAAP guidance for the fiscal 2026 Q2 quarter of revenue of $2.9B (±$100M), gross margin of 44% to 45%, and diluted EPS of $1.88 (±$0.15). The Board declared a quarterly dividend of $0.125 per share, an increase of 25%.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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