Western Digital Corporation Q4 2025 Earnings Recap

WDC Q4 2025 August 1, 2025

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Western Digital's Q4 FY 2025 showcased robust demand driven by AI, with strong revenue growth and significant debt reduction, positioning the company for future profitability.

Earnings Per Share Beat

$1.66 vs $1.48 est.

+12.2% surprise

Revenue Beat

2605000000 vs 2472094789 est.

+5.4% surprise

Market Reaction

1-Day +0.97%

5-Day -2.06%

30-Day +12.34%

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Key Takeaways

Q4 revenue reached $2.6 billion, with a non-GAAP gross margin of 41.3% and EPS of $1.66.
Free cash flow totaled $675 million, facilitating a $2.6 billion debt reduction to achieve a net leverage target of 1 to 1.5x.
Initiated a $2 billion share repurchase program and launched a quarterly cash dividend, returning value to shareholders.
Shipments of next-gen ePMR drives surged over 100% quarter-over-quarter, indicating strong market demand in the data center segment.
Visibility into customer plans has improved, with firm purchase orders from top hyperscale customers for FY 2026.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit WDC on AllInvestView.

Next Q2 2026