WESTERN DIGITAL CORP(WDC)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
WESTERN DIGITAL CORP (WDC) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores WDC at 80.7/100 on a 32-signal composite quality model, placing it at rank #24 of 2,961 stocks — the top 1% of the AI-ranked universe. WDC scores in the top quartile across balance sheet strength (99.6), profitability (99.2), revenue growth (92.2). Areas of concern include earnings quality (29.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 44.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), WESTERN DIGITAL CORP reports quarterly revenue of $3.7B, net income of $3.2B, free cash flow of $1.3B. Top institutional holders of WDC by reported 13-F value include BlackRock, FMR, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. WDC trades on the Nasdaq exchange and files with the SEC under CIK 106040. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WDC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WESTERN DIGITAL CORP directly from SEC EDGAR.
AI Quality Score
80.7/100
AI Rank
#24
Revenue
$3.7B
Net Income
$3.2B
Free Cash Flow
$1.3B
WDC key financials by period
WESTERN DIGITAL CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$12.9B
$9.4B
34.5%
FY 2025
10-K
$9.5B
$1.9B
24.5%
FY 2024
10-K
$6.3B
$-798.0M
-6.4%
FY 2023
10-K
$6.3B
$-1.7B
-8.8%
FY 2022
10-K
$18.8B
$1.5B
12.7%
FY 2021
10-K
$16.9B
$821.0M
7.2%
Institutions holding WDC
Institutional investors reporting a position in WESTERN DIGITAL CORP on SEC Form 13F.
AI-extracted from the 10-K filed 2026-08-14 — FY2026 (fiscal year ended July 3, 2026, a 53-week year). Every figure is machine-verified against the filing text on SEC EDGAR.
Post-Sandisk-spinoff HDD revenue rose 36% to $12.9B with gross margin up 10.1 points to 48.9%, driven by Cloud revenue of $11.5B (+38%).
Biggest Revenue Drivers
Cloud$11.5B+38% YoY
27% increase in exabytes sold on strong demand for high-capacity enterprise products, plus 8% higher ASPs per exabyte from an improved pricing environment
Client$726M+31% YoY
3% increase in exabytes sold and 26% increase in ASPs per exabyte, driven by dynamics largely consistent with other end markets
Biggest Revenue Drivers
Total revenue: $12.9B+36% YoY
Cloud$11.5B+38% YoY
27% increase in exabytes sold on strong demand for high-capacity enterprise products, plus 8% higher ASPs per exabyte from an improved pricing environment
Client$726M+31% YoY
3% increase in exabytes sold and 26% increase in ASPs per exabyte, driven by dynamics largely consistent with other end markets
Consumer$703M+13% YoY
1% increase in exabytes sold and 12% increase in ASPs per exabyte
Largest Expense Items
Cost of revenue$6,608M51.1% of net revenue vs 61.2% in 2025
Better cost structure on newer generation products and mix shift toward higher capacity drives
Research and development$1,161M+17% YoY
$70M incremental product development costs plus $75M higher compensation from increased headcount and variable compensation
Selling, general and administrative$551M-3% YoY
Prior year included higher Separation planning and execution costs, transitional personnel and outside service fees
Business realignment charges$146Mvs $6M credit in 2025
Termination benefits and contract termination costs
Margins: Gross margin rose 10.1 percentage points to 48.9%; the filing attributes this to higher shipment volume, a better cost structure on newer generation products, mix shift toward higher-capacity drives and improved pricing.
Watch Items from the Filing
Cloud accounted for 89% of net revenue; top 10 customers were 73% and three customers each accounted for 16%, 15% and 13% of net revenue.
Net income of $9.4B includes a non-recurring, tax-free $6.50B mark-to-market gain on the retained Sandisk interest; operating income was $4.45B.
All $1,052M of debt is current: $710M of 2028 convertible notes are convertible and expected to require $710M cash, plus $350M revolver due January 2027.
Two customers represented 25% and 17% of net accounts receivable, which grew to $2.03 billion from $1.49 billion.
Unrecognized tax benefits of ~$610M plus $130M interest and penalties; $349M of potential cash payments expected within twelve months, netting to $136M after offsets.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
