Western Digital Corp (NASDAQ:WDC) reported results for the second quarter of fiscal 2026 after the market close at Thursday. Here’s a rundown of the report.

Western Digital Beats Estimates On Top And Bottom Lines

  • Q2 Revenue: $3.02 billion, versus estimates of $2.92 billion
  • Q2 Adjusted EPS: $2.13, versus estimates of $1.92

Western Digital said total revenue was up 25% on a year-over-year basis. The hard-disk drive maker reported cash flow from operations of $745 million in the quarter, and free cash flow of $653 million.

Gross margin was 45.7% in the quarter, or 46.1% on an adjusted basis.

“Western Digital’s strong performance this quarter reflects our disciplined execution to meet demand in the AI-driven data economy, and the confidence our customers place in our ability to deliver reliable, high-capacity HDDs at scale,” said Irving Tan, CEO of Western Digital.

What’s Next For Western Digital

Western Digital expects fiscal third-quarter revenue to be in the range of $3.10 billion to $3.30 billion versus Benzinga Pro estimates of $2.96 billion. The company expects adjusted earnings to be between $2.15 and $2.45 per share in the third quarter versus estimates of $1.96 per share.

“Our business continues to strengthen. We expect strong revenue growth and improved profitability driven by continued data center demand and by the adoption of our high-capacity drives,” the company said.

Western Digital’s board declared a cash dividend of $0.125 per share, payable on March 18 to shareholders of record as of March 5.

Western Digital executives will further discuss the quarter on a conference call scheduled for 4:30 p.m. ET.

Q2 Earnings Propel WDC Stock Higher

WDC Price Action: Western Digital shares were currently down 0.29% in after-hours, trading at $277.59 at the time of publication on Thursday, according to Benzinga Pro.

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