WDC · News · 20260806N
Gross Margin Drivers
WESTERN DIGITAL CORP · 2026-08-06 · Importance 42 · Surprise 40 · No source text
Fiscal-fourth-quarter gross margin expanded to 54.4%, exceeding company guidance. Fiscal-year 2026 gross margin increased by 970 basis points, while another report described the expansion as 1,310 basis points. Margin gains reflected favorable pricing, higher-capacity products, operational execution, and cloud demand, although the fiscal-first-quarter 2027 margin outlook was viewed as less robust than Seagate’s.
Key facts
- Western Digital expanded gross margin by 970 basis points for fiscal 2026 and reported gross margin of 54.4% in Q4 fiscal 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | positive | realized | +9.7% | Western Digital expanded gross margin by 970 basis points for fiscal 2026 and reported gross margin of 54.4% in Q4 fiscal 2026. |