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WDC / Q1 FY2027

Western Digital

Reported: Oct 22, 2026

Forecast published

Opus 5.5 High in Shortcut

Shortcut

4.15

GAAP diluted EPS

+1.7% vs Street

Off by $0.49 per share

Street

4.08

GAAP diluted EPS

October 18 consensus snapshot

Off by $0.56 per share

Real

4.64

Issuer non-GAAP diluted EPS

Shortcut win

Reported result · Oct 22 ↗ · Fiscal Q1 FY2027 non-GAAP diluted EPS was $4.64 versus GAAP $4.63.

USD per diluted common share. Comparisons use unrounded estimates.

Model download

Explore the assumptions and calculations behind the forecast.

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Shortcut’s reasoning.

The capacity-and-price build forecasts $4.18bn in revenue. A 56.3% gross margin, $397m in operating expenses, $15m net other expense, 17% tax and 388m diluted shares produce non-GAAP EPS of $4.15 versus the Street’s $4.08.

The forecast period is July 4–October 2, 2026; consensus data’s September 30 label is a reporting shorthand. Original financial assumptions were preserved. GAAP-only exchange/realignment charges remain unverified, and some balance-sheet and other-income detail uses disclosed balancing assumptions.

On the record.

Reporting period
Q1 FY2027
Reporting basis
Issuer non-GAAP diluted EPS / consensus normalized EPS
Consensus snapshot
October 18, 2026
Model / effort
Opus 5.5 · High effort
Workbook
Reviewed workbook
Record history
Forecast generated
Oct 19, 2026 at 7:22 PM PDT
First published
Oct 20, 2026 at 2:17 AM PDT
Result basis

Fiscal Q1 FY2027 non-GAAP diluted EPS was $4.64 versus GAAP $4.63. The issuer quarter ended October 2, corresponding to the original September-quarter forecast.

Research sources