The financials
Western Digital by the numbers
Western Digital (WDC) reported revenue of $3.75B in Q4 2026 (quarter ended Jul 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 Q4 2026 was Cloud at $3.33B, 89% of the disclosed total, well ahead of Client Devices at 6.0%.
| 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 | $3.33B | 89% |
| Client Devices | $225M | 6.0% |
| Consumer | $187M | 5.0% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q4 2026Total $3.75B (+12%)
Client Devices grew +61% year on yearConsumer +38% year on year
Segment Latestquarter on quarteryear on year
- Cloud$3.33B$3.33BQoQ +12%year on year +43%+12%+43%
- Client Devices$225.0M$225.0MQoQ +26%year on year +61%+26%+61%
- Consumer$187.0M$187.0MQoQ +0.54%year on year +38%+0.54%+38%
Computer Hardware
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