STX · News · 20260804N

Capital Expenditure Program

Seagate Technology Holdings plc · 2026-08-04 · Importance 40 · Surprise 42 · In source text

Seagate plans to increase capital expenditures during fiscal 2027 to support the HAMR technology ramp. The planned investment is intended to expand production capability for higher-capacity nearline drives. HAMR execution and manufacturing issues were identified as material factors affecting the company’s growth and profitability outlook.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
cashnegativeprobableSeagate plans to increase capital expenditure to support the ramp-up of HAMR technology, anticipating continued growth in FY27.
assetspositiveprobableSeagate plans to increase capital expenditure to support the ramp-up of HAMR technology, anticipating continued growth in FY27.