WDC · Q1 FY26 · Jun 28 – Oct 3, 2025
Western Digital Q1 FY26: where the revenue came from and where it went
Western Digital Q1 FY26: revenue $2.8B (+27% year over year). Net profit $1.2B. Largest cohort Cloud $2.5B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jun 28 – Oct 3, 2025
- Reported
- Oct 31, 2025
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.8B
+27% year over year
Gross profit$1.2B
44% margin
Operating profit$0.8B
28% margin
Net profit$1.2B
42% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.8 | 100% | +27% |
| Cloud | 2.5 | 89% | +31% |
| Consumer | 0.2 | 7% | −1% |
| Client Devices | 0.1 | 4% | +5% |
| Cost of revenue | −1.6 | 57% | |
| Gross profit | 1.2 | 44% margin | +7pp |
| SG&A | −0.1 | 5% | −4pp |
| Other | −0.3 | 11% | +0pp |
| Operating profit | 0.8 | 28% margin | +13pp |
| Tax | −0.1 | ||
| Net profit | 1.2 | 42% | +20pp |
Older quarters
-
Q3 FY26 4/2026Revenue $3.3B Net margin 96%
-
Q2 FY26 1/2026Revenue $3B Net margin 61%
-
Q3 FY25 3/2025Revenue $2.3B Net margin 23%
New results in your inbox
When a big company reports, you get the diagram before anyone has time to comment on it. No spam, one-click unsubscribe.