WDC · Q3 FY26 · Apr 3, 2026
Western Digital Q3 FY26: where the revenue came from and where it went
Western Digital Q3 FY26: revenue $3.3B (+45% year over year). Net profit $3.2B. Largest cohort Cloud $3B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Apr 3, 2026
- Reported
- May 1, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$3.3B
+45% year over year
Gross profit$1.7B
50% margin
Operating profit$1.2B
36% margin
Net profit$3.2B
96% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.3 | 100% | +45% |
| Cloud | 3 | 91% | +48% |
| Consumer | 0.2 | 6% | +24% |
| Client Devices | 0.2 | 6% | +31% |
| Cost of revenue | −1.7 | 52% | |
| Gross profit | 1.7 | 50% margin | +10pp |
| SG&A | −0.1 | 4% | +0pp |
| Other | −0.3 | 10% | +0pp |
| Operating profit | 1.2 | 36% margin | +3pp |
| Tax | −0.2 | ||
| Net profit | 3.2 | 96% | +73pp |
Older quarters
-
Q2 FY26 1/2026Revenue $3B Net margin 61%
-
Q1 FY26 10/2025Revenue $2.8B Net margin 42%
-
Q3 FY25 3/2025Revenue $2.3B Net margin 23%
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