Western Digital Corp.
WDC
Market Cap$37.09B
Close$
Earnings Call Q4 2025
July 30, 2025 - AI Summary
Strong Revenue and Earnings Growth: For Q4 FY2025, Western Digital reported revenue of $2.6 billion, representing a 30% increase year-over-year. Non-GAAP earnings per share (EPS) were $1.66, exceeding guidance, driven primarily by increased shipments of higher capacity drives, particularly in the cloud segment which constituted 90% of total revenue at $2.3 billion (up 36% YoY).
Positive Outlook for Q1 FY2026: The company expects Q1 revenue to reach $2.7 billion (±$100 million), projecting a year-over-year growth of approximately 22%. Gross margins are anticipated to remain strong at 41-42%. This growth is supported by robust demand from data centers and ongoing customer collaborations.
AI-Driven Data Demand: The rise of AI technology is significantly boosting storage needs. Western Digital highlighted the emergence of Agentic AI across various industries as a driver for unstructured data growth, which is seen as a long-term opportunity that could affect capacity needs and demand for their HDD products.
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$-12.50
109.5% downside
Current Fair Value
109.5% downsideOvervalued by 109.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $37.09 Billion |
|---|---|
| Enterprise Value | $42.55 Billion |
| Dividend Yield | $0.20 (0.19%) |
| Earnings per Share | $5.31 |
| Beta | 1.75 |
| Outstanding Shares | 348,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 19.91 |
|---|---|
| PEG | -244.51 |
| Price to Sales | 3.45 |
| Price to Book Ratio | 8.75 |
| Enterprise Value to Revenue | 3.2 |
| Enterprise Value to EBIT | 17.99 |
| Enterprise Value to Net Income | 22 |
| Total Debt to Enterprise | 0.18 |
| Debt to Equity | 1.43 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Western Digital Corp.
61,800 employees
CEO: David Goeckeler Western Digital creates environments for data to thrive. As a leader in data infrastructure, the company is driving the innovation needed to help customers capture, preserve, access and transform an ever-increasing diversity of data. Eve...