Western Digital
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Q4 FY26 Apr 4 – Jul 3, 2026
Net profit is larger than what operations earned, because the statement adds $1.68B below it, under Other income, net.
The numbers behind the diagram
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.75 | 100% | +44% |
| Cost of revenue | −1.72 | 46% | |
| Gross profit | 2.03 | 54% margin | +13pp |
| SG&A | −0.14 | 3% | −1pp |
| Other | −0.33 | 9% | +0pp |
| Operating profit | 1.56 | 42% margin | +16pp |
| Other income, net | 1.68 | ||
| Tax | −0.05 | ||
| Net profit | 3.20 | 85% margin | +74pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.34 | 100% | +45% |
| Cloud | 2.97 | 89% | +48% |
| Consumer | 0.19 | 6% | +24% |
| Client devices | 0.18 | 5% | +31% |
| Cost of revenue | −1.66 | 50% | |
| Gross profit | 1.68 | 50% margin | +10pp |
| SG&A | −0.15 | 5% | +0pp |
| Other | −0.34 | 10% | |
| Operating profit | 1.19 | 36% margin | +3pp |
| Other income, net | 2.17 | ||
| Tax | −0.15 | ||
| Net profit | 3.21 | 96% margin | +73pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.02 | 100% | +25% |
| Cloud | 2.67 | 89% | +28% |
| Client devices | 0.18 | 6% | +26% |
| Consumer | 0.17 | 5% | −3% |
| Cost of revenue | −1.64 | 54% | |
| Gross profit | 1.38 | 46% margin | +8pp |
| SG&A | −0.13 | 4% | −1pp |
| Other | −0.34 | 12% | +0pp |
| Operating profit | 0.91 | 30% margin | +7pp |
| Other income, net | 1.05 | ||
| Tax | −0.12 | ||
| Net profit | 1.84 | 61% margin | +36pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.82 | 100% | +27% |
| Cloud | 2.51 | 89% | +31% |
| Consumer | 0.16 | 6% | −1% |
| Client devices | 0.15 | 5% | +5% |
| Cost of revenue | −1.59 | 56% | |
| Gross profit | 1.23 | 44% margin | +7pp |
| SG&A | −0.14 | 5% | −4pp |
| Other | −0.30 | 10% | +0pp |
| Operating profit | 0.79 | 28% margin | +13pp |
| Other income, net | 0.55 | ||
| Tax | −0.16 | ||
| Net profit | 1.18 | 42% margin | +20pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.61 | 100% | +30% |
| Cloud | 2.33 | 90% | +36% |
| Client devices | 0.14 | 5% | +2% |
| Consumer | 0.14 | 5% | −12% |
| Cost of revenue | −1.54 | 59% | |
| Gross profit | 1.07 | 41% margin | +6pp |
| SG&A | −0.12 | 5% | −2pp |
| Other | −0.26 | 10% | +0pp |
| Operating profit | 0.68 | 26% margin | +11pp |
| Interest & other costs | −0.30 | ||
| Tax | −0.10 | ||
| Net profit | 0.28 | 11% margin | +9pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.29 | 100% | +31% |
| Cloud | 2.01 | 87% | +38% |
| Consumer | 0.15 | 7% | −4% |
| Client devices | 0.14 | 6% | −2% |
| Cost of revenue | −1.38 | 60% | |
| Gross profit | 0.91 | 40% margin | +10pp |
| SG&A | −0.11 | 5% | −5pp |
| Other | −0.04 | 2% | +0pp |
| Operating profit | 0.76 | 33% margin | +28pp |
| Interest & other costs | −0.94 | ||
| Tax benefit | 0.70 | ||
| Net profit | 0.52 | 23% margin | +15pp |
Financial health
The balance sheet, the quarter's capital flow, the debt schedule and the capital structure of the quarter shown above.
The balance sheet, capital flow, debt schedule and capital structure open with a free account.
Quarter by quarter
Every set of results we hold, newest first. Open one on its own page. The arrow beside a quarter shows it in the diagram above.
| Quarter | Period | Reported | Revenue | Year over year | Operating margin | Net profit | Net margin |
|---|---|---|---|---|---|---|---|
| Q4 FY26 Apr 4 – Jul 3, 2026 reported Aug 14, 2026 Operating margin 42% Net profit $3.20B | Apr 4 – Jul 3, 2026 | Aug 14, 2026 | $3.7B | +44% | 42% | $3.20B | 85% |
| Q3 FY26 Jan 3 – Apr 3, 2026 reported May 1, 2026 Operating margin 36% Net profit $3.21B | Jan 3 – Apr 3, 2026 | May 1, 2026 | $3.3B | +45% | 36% | $3.21B | 96% |
| Q2 FY26 Oct 4, 2025 – Jan 2, 2026 reported Jan 30, 2026 Operating margin 30% Net profit $1.84B | Oct 4, 2025 – Jan 2, 2026 | Jan 30, 2026 | $3.0B | +25% | 30% | $1.84B | 61% |
| Q1 FY26 Jun 28 – Oct 3, 2025 reported Oct 31, 2025 Operating margin 28% Net profit $1.18B | Jun 28 – Oct 3, 2025 | Oct 31, 2025 | $2.8B | +27% | 28% | $1.18B | 42% |
| Q4 FY25 Mar 29 – Jun 27, 2025 reported Aug 14, 2025 Operating margin 26% Net profit $0.28B | Mar 29 – Jun 27, 2025 | Aug 14, 2025 | $2.6B | +30% | 26% | $0.28B | 11% |
| Q3 FY25 Dec 28, 2024 – Mar 28, 2025 reported May 2, 2025 Operating margin 33% Net profit $0.52B | Dec 28, 2024 – Mar 28, 2025 | May 2, 2025 | $2.3B | +31% | 33% | $0.52B | 23% |
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