The financials
Western Digital by the numbers
Western Digital (WDC) reported revenue of $3.75B in Q4 2026 (quarter ended July 3, 2026), up 44% from the same quarter a year earlier. That came with a gross margin of 54% and net income of $3.19B (85% of revenue). For the full year FY2026, revenue was $12.9B (+36% year on year) and net income $9.42B. Its largest product in 2026-Q1 was Cloud at $2.97B, 89% of the disclosed total, just ahead of Consumer at 5.6%.
| Income statement | Q4 2026 | Q4 2025 | Change |
|---|---|---|---|
| Revenue | $3.75B | $2.60B | +44% |
| Gross profit | $2.03B | $1.07B | +90% |
| Operating income | $1.56B | $680M | +130% |
| Net income | $3.19B | $282M | +1033% |
| Diluted EPS | $8.23 | $0.75 | +997% |
| Product | Revenue | Share |
|---|---|---|
| Cloud | $2.97B | 89% |
| Consumer | $186M | 5.6% |
| Client Devices | $179M | 5.4% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $3.34B (+11%)
Cloud grew +48% year on yearConsumer +24% year on year
Segment Latestquarter on quarteryear on year
- Cloud$2.97B$2.97BQoQ +11%year on year +48%+11%+48%
- Consumer$186.0M$186.0MQoQ +11%year on year +24%+11%+24%
- Client Devices$179.0M$179.0MQoQ +1.7%year on year +31%+1.7%+31%
Computer Hardware
Ranks #1 of 11 by Smart Score