Western Digital Corp

WDC: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Western Digital Earnings: Strong Earnings and Outlook as HDD Supercycle Continues

Eric Compton

Jan 30, 2026

Western Digital's revenue grew 25% year over year, while gross margins improved another 220 basis points quarter over quarter. We expected Western Digital to beat guidance and consensus, and it did.

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Western Digital Corp

Western Digital Earnings: Strong Earnings and Outlook as HDD Supercycle Continues

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