Western Digital Corp

WDC: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Western Digital Earnings: Pricing Drives Record Earnings, Volume Growth Slows

Eric Compton

Oct 23, 2026

Western Digital’s fiscal first-quarter revenue rose 55% year over year to $4.4 billion, beating guidance by the widest margin since the SanDisk split. This was entirely driven by pricing. The second-quarter revenue guide was 13% above FactSet consensus.

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Western Digital Corp

Western Digital Earnings: Pricing Drives Record Earnings, Volume Growth Slows

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