Seagate Technology Holdings plc
Shortcut
7.80Normalized diluted EPS
+5.4% vs Street
Street
7.40Normalized diluted EPS
October 25 consensus snapshot
Real
7.68Issuer non-GAAP diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Guidance (28-Jul-26): revenue $4.1bn +/- $0.1bn, non-GAAP EPS $7.30 +/- $0.20, ~50% op margin, ~$300M opex, ~16% tax, ~231M shares; consensus $7.40 is only $0.10 above the midpoint.
Track record: STX beat its own EPS midpoint in all six consensus quarters (by $0.71 in 4Q26, $0.70 in 3Q26) and revenue midpoints by 4.6-7.3% in the last four quarters.
Same-quarter peer evidence: Western Digital (quarter also ended 2-Oct-26) beat its $4.1bn/$4.00 midpoint with $4.38bn/$4.64 and GM 260bps above guide (22-Oct, after the 18-Oct consensus capture).
On the record.
- Reporting period
- Q1 FY2027 (FQ1 2027; issuer quarter ended 2026-10-02, supplied period end 2026-09-30 is month-end shorthand)
- Reporting basis
- consensus data-normalized diluted EPS
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 5:57 AM PDT
- Reviewed revision completed
- Oct 26, 2026 at 5:57 AM PDT
- First published
- Oct 26, 2026 at 9:44 AM PDT
Result basis
Seagate reports fiscal Q1 2027 non-GAAP diluted EPS of $7.68 and GAAP diluted EPS of $7.59 for the quarter ended October 2, 2026. USD per diluted ordinary share matches the published convention. The release was published October 27 in the US; its Singapore-dated SEC exhibit says October 28.