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Seagate Technology Holdings plc

Seagate Technology Holdings plc

NASDAQ•STX
CEO: Dr. William David Mosley Ph.D.
Sector: Technology
Industry: Computer Hardware
Listing Date: 2002-12-11
Seagate Technology Holdings plc engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally. The company offers mass capacity storage products, including enterprise nearline hard disk drives (HDDs), enterprise nearline solid state drives (SSDs), enterprise nearline systems, video and image HDDs, and network-attached storage drives. It also offers legacy applications comprising Mission Critical HDDs and SSDs; external storage solutions under the Seagate Ultra Touch, One Touch, Expansion, and Basics product lines, as well as under the LaCie brand name; desktop drives for personal computers and workstation applications; notebook drives traditional notebooks, convertible systems, and external storage applications, DVR HDDs for video streaming applications, and gaming SSDs for gaming rigs. In addition, the company provides Lyve edge-to-cloud mass capacity platform, that includes modular hardware and software to support enterprises' on-premise and cloud storage infrastructure needs. It sells its products primarily to original equipment manufacturers, distributors, and retailers. The company was founded in 1978 and is based in Singapore.
Contact Information
121 Woodlands Avenue 5, Singapore, 739009, Singapore
65-6018-2562
www.seagate.com
Market Cap
$94.03B
P/E (TTM)
44.4
32
Dividend Yield
0.7%
52W High
$459.84
52W Low
$63.19
52W Range
93%
Rank31Top 21.6%
5.0
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q2 2026 Data

Revenue

$2.83B+21.50%
4-Quarter Trend

EPS

$2.75+74.05%
4-Quarter Trend

FCF

$828.00M+452.00%
4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Net Income Jumps Significantly Six months net income reached $1.14B, substantially up from $641M reported previously for the comparable period.
Gross Margin Expansion Gross margin improved to 41% for the quarter, driven by favorable pricing actions and product mix adjustments.
Debt Reduction Achieved Long-term debt decreased to $3.50B net, following $500M principal retirement during the six-month period.
Strong Operating Cash Flow Operating cash flow provided $1.26B over six months, supporting debt retirement and dividend payments effectively.

Risk Factors

Competitive Market Pressures Failure to anticipate technological shifts or respond to price competition risks product commoditization and market share loss.
Customer Demand Volatility Reduced or canceled purchases by key hyperscale data center customers could materially impact revenue and operations.
Supply Chain Vulnerability Reliance on single-source suppliers for critical components exposes production continuity to geopolitical risks and delays.
Macroeconomic Headwinds Geopolitical uncertainty, inflation, and trade policy changes may adversely affect demand, pricing power, and operating costs.

Outlook

AI Drives Data Center Demand Expect hard drive storage business to benefit long-term from growing data content driven by proliferating AI applications.
Capital Expenditure Focus Expect capital expenditures higher than prior year to support HAMR technology volume ramp, within 4-6% revenue target.
Liquidity Position Maintained Sources of cash sufficient for next 12 months, including $1.0B cash and $1.3B available credit facility.
Shareholder Returns Continue Board declared $0.74 per share quarterly dividend; $5.0B remains authorized for future ordinary share repurchases.

Peer Comparison

Revenue (TTM)

Super Micro Computer, Inc.SMCI
$28.06B
+34.8%
Block, Inc.XYZ
$23.97B
+0.5%
Infosys LimitedINFY
$19.85B
+3.8%

Gross Margin (Latest Quarter)

Autodesk, Inc.ADSK
92.4%
+2.7pp
Datadog, Inc.DDOG
80.4%
+0.1pp
Fortinet, Inc.FTNT
79.6%
-1.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
WDC$96.32B24.864.2%29.8%
STX$94.03B44.4-889.4%51.7%
MSI$75.52B33.2103.2%49.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
9.4%
Steady Growth
4Q Net Income CAGR
20.4%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Apr 27, 2026
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EPS:-
|
Revenue:-
Reports
Financials
All Years

  • Form 10-Q - Q2 2026

    Period End: Jan 2, 2026|Filed: Jan 30, 2026|
    Revenue: $2.83B+21.5%
    |
    EPS: $2.75+74.1%
    N/A

  • Form 10-Q - Q1 2026

    Period End: Oct 3, 2025|Filed: Oct 31, 2025|
    Revenue: $2.63B+21.3%
    |
    EPS: $2.58+77.9%
    N/A

  • Form 10-K - FY 2025

    Period End: Jun 27, 2025|Filed: Aug 1, 2025|
    Revenue: $9.10B+38.9%
    |
    EPS: $6.93+333.1%
    Beat

  • Form 10-Q - Q3 2025

    Period End: Mar 28, 2025|Filed: May 2, 2025|
    Revenue: $2.16B+30.5%
    |
    EPS: $1.60+1233.3%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Dec 27, 2024|Filed: Jan 24, 2025|
    Revenue: $2.33B+49.5%
    |
    EPS: $1.58-1838.2%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Sep 27, 2024|Filed: Oct 25, 2024|
    Revenue: $2.17B+49.1%
    |
    EPS: $1.45-264.8%
    Meet

  • Form 10-K - FY 2024

    Period End: Jun 28, 2024|Filed: Aug 2, 2024|
    Revenue: $6.55B-11.3%
    |
    EPS: $1.60+162.5%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Mar 29, 2024|Filed: Apr 26, 2024|
    Revenue: $1.66B-11.0%
    |
    EPS: $0.12-105.7%
    Miss