Western Digital Revenue Jumps 44%, but WDC Falls After the Beat

Western Digital shares dropped in extended trading, falling 11.79% to $457.96 as of 19:59 ET on August 5, 2026, following its quarterly results. The after-hours move was recorded by MarketBeat.
The company reported fiscal fourth-quarter revenue of $3,747 million, or $3.75 billion, up 44% year over year, and non-GAAP diluted EPS of $3.56. GAAP diluted EPS was $8.21. Western Digital disclosed the results for the period ended July 3, 2026, in its press release.
For fiscal Q1 2027, the company guided revenue to $4.1 billion ± $100 million, implying approximately 42% to 49% year-over-year growth, and forecast non-GAAP EPS of about $4.00 at the midpoint, according to the same filing.
Q4 FY2026 numbers and guidance
Confirmed details:
- Revenue: $3,747 million ($3.75 billion), +44% year over year (press release).
- Non-GAAP diluted EPS: $3.56; GAAP diluted EPS: $8.21 (press release).
- Period covered: fiscal Q4, ended July 3, 2026 (press release).
- Outlook for fiscal Q1 2027: revenue $4.1 billion ± $100 million (implying ~42%–49% YoY growth) and non-GAAP EPS around $4.00 at the midpoint (press release).
Market reaction and what it may signal
Confirmed: WDC fell 11.79% after-hours to $457.96 following the report (MarketBeat).
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