WDCTech hardwarewesterndigital.com
| Metric | Sep 2024 | Dec 2024 | Mar 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026* | Oct 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $2.21B | $2.41B | $2.29B | $2.82B | $3.02B | $3.34B | $3.75B | $4.38B | ▲ +55.5% |
| Gross profit | $806.00M | $907.00M | $912.00M | $1.23B | $1.38B | $1.68B | $2.03B | $2.53B | ▲ +106.5% |
| Operating income | $334.00M | $560.00M | $760.00M | $792.00M | $908.00M | $1.19B | $1.56B | $2.05B | ▲ +158.3% |
| Net income | $493.00M | $594.00M | $520.00M | $1.18B | $1.84B | $3.21B | $3.19B | $1.78B | ▲ +50.5% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | 1.35 $ | 1.63 $ | 1.42 $ | 3.07 $ | 4.73 $ | 8.20 $ | — | 4.63 $ | ▲ +50.8% |
| Margins (% of revenue) | |||||||||
| Gross | 36.4 % | 37.7 % | 39.8 % | 43.5 % | 45.7 % | 50.2 % | 54.1 % | 57.8 % | ▲ +14.3 pt |
| Operating | 15.1 % | 23.2 % | 33.1 % | 28.1 % | 30.1 % | 35.7 % | 41.7 % | 46.7 % | ▲ +18.6 pt |
| Net | 22.3 % | 24.7 % | 22.7 % | 41.9 % | 61.1 % | 96.0 % | 85.3 % | 40.6 % | ▼ -1.3 pt |
| Balance sheet | |||||||||
| Assets | $24.77B | $25.46B | $16.37B | $14.36B | $15.61B | $15.04B | $13.86B | $14.24B | ▼ -0.8% |
| Liabilities | $12.90B | $13.11B | $10.96B | $8.24B | $8.27B | $5.37B | $5.00B | $4.89B | ▼ -40.7% |
| Equity | $11.64B | $12.12B | $5.18B | $5.89B | $7.11B | $9.68B | $8.86B | $9.35B | ▲ +58.8% |
| Cash | $1.71B | $2.29B | $3.48B | $2.05B | $1.98B | $2.05B | $1.58B | $1.31B | ▼ -35.8% |
| Capital | |||||||||
| Shares outstanding | 345.71M | 347.82M | 348.88M | 341.90M | 339.04M | 344.68M | 360.54M | 374.32M | ▲ +9.5% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.