FINHUB Insights

WDC · Q2 FY26 · Oct 4, 2025 – Jan 2, 2026

Western Digital Q2 FY26: where the revenue came from and where it went

Western Digital Q2 FY26: revenue $3B (+25% year over year). Net profit $1.8B. Largest cohort Cloud $2.7B. The whole income statement as a sankey diagram from the SEC filing.

Period
Oct 4, 2025 – Jan 2, 2026
Reported
Jan 30, 2026 10-Q
Sankey diagram of Western Digital's income statement for Q2 FY26: revenue of $3 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$3B +25% year over year
Gross profit$1.4B 46% margin
Operating profit$0.9B 30% margin
Net profit$1.8B 61% margin

The numbers

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Jan 2, 2026).
ItemValueShare of revenueYear over year
Revenue 3 100% +25%
Cloud 2.7 90% +28%
Client Devices 0.2 7% +26%
Consumer 0.2 7% −3%
Cost of revenue−1.653%
Gross profit1.446% margin+8pp
SG&A−0.14%−1pp
Other−0.311%+0pp
Operating profit0.930% margin+7pp
Tax−0.2
Net profit1.861%+36pp
Filing on EDGAR More quarters of WDC

Source of the numbers: structured XBRL data from the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

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