Intelligence Feed event · Equity · 2026-09-09

    Western Digital Generates $3.51B FY2026 FCF and Guides Q1 Revenue to $4.1B

    Question

    Western Digital Generates $3.51B FY2026 FCF and Guides Q1 Revenue to $4.1B

    Direct answer

    Western Digital completed fiscal 2026 with $3.51 billion in free cash flow, deploying $3.1 billion across share repurchases and cash dividends while sustaining a positive net cash position of $500 million. For Q1 fiscal 2027, the company guided to $4.1 billion in revenue and $4.00 in non-GAAP EPS, reflecting sustained enterprise storage demand.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-09
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Western Digital Generates $3.51B FY2026 FCF and Guides Q1 Revenue to $4.1B”, revision 1, evidence through 2026-09-09. https://marketontology.com/market-events/2026-09-09/western-digital-generates-3-51b-fy2026-fcf-and-guides-q1-revenue-to-4-1b-7d5f16

    EQUITY
    Western Digital Generates $3.51B FY2026 FCF and Guides Q1 Revenue to $4.1B
    Western Digital completed fiscal 2026 with $3.51 billion in free cash flow, deploying $3.1 billion across share repurchases and cash dividends while sustaining a positive net cash position of $500 million. For Q1 fiscal 2027, the company guided to $4.1 billion in revenue and $4.00 in non-GAAP EPS, reflecting sustained enterprise storage demand.
    WDCSTX
    Impact
    67
    SEP 9
    SIG
    85%
    WDCSTX
    Western Digital Generates $3.51B FY2026 FCF and Guides Q1 Revenue to $4.1B
    Western Digital completed fiscal 2026 with $3.51 billion in free cash flow, deploying $3.1 billion across share repurchases and cash dividends while sustaining a positive net cash position of $500 million. For Q1 fiscal 2027, the company guided to $4.1 billion in revenue and $4.00 in non-GAAP EPS, reflecting sustained enterprise storage demand.
    → $3.51 billion in annual FCF supports Western Digital's capital returns while Q1 guidance of $4.00 non-GAAP EPS anchors memory storage valuation multiples.
    Impact
    Western Digital completed fiscal 2026 with $3.51 billion in free cash flow, deploying $3.1 billion across share repurchases and cash dividends while sustaining a positive net cash position of $500 million. For Q1 fiscal 2027, the company guided to $4.1 billion in revenue and $4.00 in non-GAAP EPS, reflecting sustained enterprise storage demand.
    Affected
    WDCSTX
    Transmission
    $3.51 billion in annual FCF supports Western Digital's capital returns while Q1 guidance of $4.00 non-GAAP EPS anchors memory storage valuation multiples.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    WDCfree cash flow conversion and high capital return yieldUp1-4w$3.51B FCF and $3.1B returned via buybacks and dividends.
    STXread-through on enterprise storage demand and hard drive pricing powerUp1-4wNamed as direct peer in storage market analysis.

    Does this development affect your holdings?

    Enter your holdings to check them against this and other recent developments, review the decision that matters most, then set a monitor.

    Check this development against my holdings

    Review your initial audit before choosing ongoing portfolio scanning at $79/month.

    What happened next

    AssetCallBase close+1 day+5 days+20 days
    WDCUpdisagreed482.28 2026-09-09-4.43%-13.54%-15.94%

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    No verifiable public source recorded for this card.

    Related

    Check this development against my holdings

    See today's live cards

    Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.

    Open Desk — $399/month