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Company Dossier · Information Technology

Western Digital

WDCNasdaqTechnology Hardware, Storage & PeripheralsWILMINGTON, US-DE, USLarge capWebsite ↗
  • S&P 500
  • Nasdaq-100
  • Russell 1000

What Western Digital is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to July 3, 2026: $12.9 billion, up 36% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 3, 2026: $3.51 billion, up 174% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to July 3, 2026: $0.42 billion, up 2.4% from a year earlier.SEC EDGAR filings (XBRL)
  • Share buybacks in the fiscal year to July 3, 2026: $2.59 billion.SEC EDGAR filings (10-K)
  • Long-term debt issued in the fiscal year to July 3, 2026: $1.95 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (August 5, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
  • Latest annual report (filed August 14, 2026): 2 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q3 2026: $15.8 million on the open market.SEC Form 4
  • 1,854 institutional managers reported a position at June 30, 2026 (+433 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 84 (120 a year earlier).U.S. Department of Labor (OFLC)

Risk events (12 months): 1 — latest OSHA inspection, Feb 12, 2026 →

Company Posture

How Company Posture is measured →

What Western Digital is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.

Steady · Mixed

Expanding ↔ Retrenching

Steady

RetrenchingExpanding

Confident ↔ Hedging

Mixed

HedgingConfident
  • + Call sentiment
  • + Call confidence
  • − Guidance changes

Pressure

Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).

Credit

How these are built →

Western Digital's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.

Debt on the balance sheet

$1.1B

  • Due within a year $1.1B
  • Longer term $0.0B
  • Default point $1.1B (short + ½ long)

Finance leases included · Jul 3, 2026 filing

Bonds priced, last 12 months

None

U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Western Digital: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$3.5BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Western Digital: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Western Digital: revenue, trailing twelve months

$ billions, from SEC filings

$12.9BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Western Digital: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$2.6BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Western Digital: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Western Digital: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Western Digital: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

27.0Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Western Digital: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.80Data to Aug 2026
ImageDataPalanor calculation
Business

Western Digital: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.90Data to Aug 2026
ImageDataPalanor calculation
Business

Western Digital: risk factors added per annual report

New Item 1A risk factors in each 10-K

2.0Data to Aug 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

Western Digital: H-1B filings certified

Labor Condition Applications by quarter received

84.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Western Digital: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$15.8MData 23 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Western Digital: institutional holders

Managers reporting a position on Form 13F, by quarter

1,854Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

In the news

Headlines that name Western Digital, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days
3 headlines
0% positive · 0% negative
90 days
3 headlines
0% positive · 0% negative

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 21, 2026Lobbying
    Lobbying report (WESTERN DIGITAL CORPORATION)third_quarter 2026 · $0.3 million
  2. Oct 20, 2026Lobbying
    Lobbying report (J.A. GREEN AND COMPANY)third_quarter 2026 · $0.1 million
  3. Oct 20, 2026Lobbying
    Lobbying report (POLARIS GOVERNMENT RELATIONS, LLC)third_quarter 2026 · $0.1 million
  4. Oct 20, 2026Lobbying
    Lobbying report (FORBES-TATE)third_quarter 2026 · $0.1 million
  5. Oct 20, 2026Patent
    Patent granted: HIGH-SPEED HIGH-VOLTAGE CMOS WRITE DRIVERUS 12770643
  6. Oct 20, 2026Patent
    Patent granted: DFL Reader Signal Sidebump Imbalance ReductionUS 12770649
  7. Oct 20, 2026Patent
    Patent granted: SEMICONDUCTOR DEVICE FABRICATION METHOD USING A DEPOSITION APPARATUS WITH A CONTOURED WAFER CARRIER RINGUS 12772796
  8. Oct 13, 2026Patent
    Patent granted: LOW NOISE AMPLIFIERS WITH SHIELDS FOR NANOPORE APPLICATIONSUS 12761178
  9. Oct 13, 2026Patent
    Patent granted: FINE ACTUATOR REACTION FORCE CANCELLATION FLEXIBLE SUSPENSIONUS 12763098
  10. Aug 14, 202610-K
    Annual report (10-K)2 risk factors added, 0 removed
  11. Jul 20, 2026Lobbying
    Lobbying report (WESTERN DIGITAL CORPORATION)second_quarter 2026 · $0.3 million
  12. Jul 20, 2026Lobbying
    Lobbying report (FORBES-TATE)second_quarter 2026 · $0.1 million
  13. Jul 20, 2026Lobbying
    Lobbying report (J.A. GREEN AND COMPANY (FORMERLY LLC))second_quarter 2026 · $0.1 million
  14. Jul 20, 2026Lobbying
    Lobbying report (POLARIS GOVERNMENT RELATIONS, LLC)second_quarter 2026 · $0.1 million
  15. May 28, 20268-K
    Director or officer changeItem 5.02
  16. Feb 12, 2026Risk event
    OSHA unprogrammed related inspection: WESTERN DIGITAL CORPORATIONOSHA
  17. Nov 24, 20258-K
    Director or officer changeItem 5.02
  18. Nov 24, 20258-K
    Shareholder vote resultsItem 5.07
  19. Nov 3, 20258-K
    Director or officer changeItem 5.02
  20. Oct 1, 2025Risk event
    OSHA unprogrammed related inspection: SANDISKOSHA
  21. Aug 14, 202510-K
    Annual report (10-K)4 risk factors added, 6 removed
  22. May 8, 20258-K
    Director or officer changeItem 5.02
  23. Feb 24, 20258-K
    Material agreement signedItem 1.01
  24. Feb 24, 20258-K
    Acquisition or sale completedItem 2.01
  25. Feb 3, 20258-K
    Director or officer changeItem 5.02
  26. Jan 30, 20258-K
    Director or officer changeItem 5.02
  27. Jan 16, 20258-K
    Director or officer changeItem 5.02
  28. Dec 13, 20248-K
    Director or officer changeItem 5.02
  29. Nov 25, 20248-K
    Director or officer changeItem 5.02
  30. Nov 25, 20248-K
    Shareholder vote resultsItem 5.07
  31. Aug 20, 202410-K
    Annual report (10-K)3 risk factors added, 1 removed

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Seagate Technology STX$12.2B$3.1BJul 3, 2026
Sandisk SNDK$20.3B$11.5BJul 3, 2026
NetApp NTAP$7.4B$1.6BJul 31, 2026
Supermicro SMCI$39.1B−$7.0BJun 30, 2026
Everpure P$4.3B$0.1BAug 2, 2026
Hewlett Packard Enterprise HPE$41.9B$4.2BJul 31, 2026
HP Inc. HPQ$59.2B$3.9BJul 31, 2026
Dell Technologies DELL$151B$8.6BJul 31, 2026

Identity

SEC CIK
106040
LEI
549300QQXOOYEF89IC56
Wikidata
Q738770
SAM UEI
NCRWA16AJMY3
SAM UEI
DNMGJVU3KXG5

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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