---
title: "Western Digital's Q2 fiscal revenue exceeded expectations with a 25% growth, and net profit doubled, with a 1% increase in after-hours stock price | Earnings Report Insights"
description: "Western Digital's net profit for the second fiscal quarter reached USD 1.84 billion, approximately USD 4.73 per share, representing a 210% increase compared to USD 594 million (USD 1.27 per share) in "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/274222429.md"
published_at: "2026-01-30T00:09:43.000Z"
---

# Western Digital's Q2 fiscal revenue exceeded expectations with a 25% growth, and net profit doubled, with a 1% increase in after-hours stock price | Earnings Report Insights

> Western Digital's net profit for the second fiscal quarter reached USD 1.84 billion, approximately USD 4.73 per share, representing a 210% increase compared to USD 594 million (USD 1.27 per share) in the same period last year. The company expects third fiscal quarter revenue to reach USD 3.2 billion, with adjusted earnings per share of USD 2.30, significantly exceeding analysts' previous expectations of USD 2.98 billion in revenue and USD 1.99 earnings per share

Western Digital's second-quarter performance significantly exceeded Wall Street expectations, fully demonstrating the strong driving effect of the artificial intelligence wave on the data storage industry.

On Thursday, January 29th, after the U.S. stock market closed, Western Digital announced its second-quarter report, with revenue reaching $3.02 billion, a year-on-year increase of 25%, surpassing analysts' expectations of $2.96 billion. The specific performance of the financial report is as follows:

> -   **Adjusted Earnings Per Share** of $2.13, more than 10% higher than the market expectation of $1.93.
> 
> > 
> -   **Net Profit** reached $1.84 billion, approximately $4.73 per share, achieving a 210% increase compared to $594 million (or $1.27 per share) in the same period last year.
>     
> -   **Adjusted Gross Margin** reached 46.1%, higher than the market expectation of 44.5%.
>     
> -   **The company expects third-quarter revenue** to reach $3.2 billion (with a fluctuation of $100 million), and adjusted earnings per share of $2.30 (with a fluctuation of $0.15), significantly exceeding analysts' previous expectations of $2.98 billion in revenue and $1.99 earnings per share.
>     
> 
> Driven by positive performance, Western Digital's stock price rose in after-hours trading. Notably, over the past 12 months, driven by the surge in AI-driven hard drive demand, Western Digital's stock price has increased by more than 470%, making it one of the biggest beneficiaries in this round of the AI market.

(Western Digital's stock rose over 1% in after-hours trading)

## Significant Revenue and Profit Surge, Remarkable Improvement in Profitability

The financial report shows that the company's high-capacity hard drive products are favored by AI hyperscale data center customers.

These customers need to control costs while storing massive amounts of training data and models, and Western Digital's high-capacity HDD solutions precisely meet this demand.

Western Digital's net profit for the second quarter reached $1.84 billion, equivalent to $4.73 per share, more than doubling from $594 million (or $1.27 per share) in the same period last year.

In terms of revenue, the quarterly income of $3.02 billion represents a year-on-year growth of 25%, not only exceeding analysts' expectations of $2.96 billion but also marking the company's strong growth momentum over several consecutive quarters **The adjusted gross margin reached 46.1%, exceeding the market expectation of 44.5%, indicating an improvement in the company's product mix optimization and pricing power.**

Western Digital CEO Irving Tan stated that the strong performance this quarter reflects the company's execution in meeting market demand in the AI-driven data economy, as well as customer confidence in the company's ability to deliver reliable, high-capacity hard drives at scale.

Chief Financial Officer Kris Sennesael pointed out that with the continued growth in data center demand and the widespread adoption of high-capacity hard drives, the company expects revenue to maintain strong growth and profitability to further improve.

## The overall industry is thriving, with strong cash flow performance

The capital market's enthusiasm for the AI infrastructure sector continues to heat up.

Over the past 12 months, Western Digital's stock price has surged over 470% driven by AI-driven hard drive demand, becoming a typical representative of the recovery in the data storage industry.

Western Digital's free cash flow for this quarter reached $653 million, slightly above the market expectation of $637 million. The strong cash flow situation provides a solid foundation for the company's investment in technology research and development and shareholder returns.

The company's board of directors announced a cash dividend of $0.125 per share, which will be paid on March 18, 2026, to shareholders registered as of the close on March 5.

At the same time, the company expects capital expenditures for the third fiscal quarter to be between $380 million and $390 million, with analysts believing that the company will continue to make strategic investments in capacity and technology while maintaining shareholder returns

### Related Stocks

- [WDC.US - Western Digital](https://longbridge.com/en/quote/WDC.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 先鋒集團公司購入了 243,177 股西部數據公司股票 $WDC | 先鋒集團（Vanguard Group Inc.）在第三季度將其在西部數據公司（Western Digital Corporation，NASDAQ:WDC）的持股增加了 0.6%，額外收購了 243,177 股，使其總持股達到 43,28 | [Link](https://longbridge.com/en/news/276208303.md) |
| 奧本海默公司收購了西部數據公司 3,666 股股票 | Oppenheimer & Co. Inc. 在第三季度將其在西部數據公司（NASDAQ:WDC）的持股增加了 67.9%，額外購買了 3,666 股，使其總持股達到 9,069 股，價值為 1,089,000 美元。其他機構投資者也提高了 | [Link](https://longbridge.com/en/news/276048973.md) |
| 印孚瑟斯技術發佈 AI 優先價值框架 | Infosys 有限公司：INFOSYS - INFOSYS 推出 AI 優先價值框架 | [Link](https://longbridge.com/en/news/276131501.md) |
| Airship AI｜10-K：2025 財年營收 15.32 百萬美元超過預期 |  | [Link](https://longbridge.com/en/news/276134373.md) |
| 西部數據確認計劃出售 30 億美元的股票後，閃迪股價下跌 | 西部數據正在兑現更多的閃迪股份。這家硬盤銷售商正在進行超過 30 億美元的閃迪股票交換，作為債務換股的一部分 | [Link](https://longbridge.com/en/news/276177299.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.