Western Digital Corporation
NASDAQ•WDC
CEO: Mr. Tiang Yew Tan
セクター: Technology
業種: Computer Hardware
上場日: 1978-10-31
Western Digital Corporation develops, manufactures, and sells data storage devices and solutions in the United States, China, Hong Kong, Europe, the Middle East, Africa, rest of Asia, and internationally. It offers client devices, including hard disk drives (HDDs) and solid state drives (SSDs) for desktop and notebook personal computers (PCs), gaming consoles, and set top boxes; and flash-based embedded storage products for mobile phones, tablets, notebook PCs, and other portable and wearable devices, as well as automotive, Internet of Things, industrial, and connected home applications. The company also provides enterprise HDDs; enterprise SSDs consisting of flash-based SSDs and software solutions for use in enterprise servers, online transactions, artificial intelligence-related workloads, data analysis, and other enterprise applications; and data storage platforms. In addition, it offers external HDD storage products in mobile and desktop form; client portable SSDs; removable cards that are used in consumer devices comprising mobile phones, tablets, imaging systems, and cameras and smart video systems; universal serial bus flash drives for use in the computing and consumer markets; and wireless drive products used in-field backup of created content, as well as wireless streaming of high-definition movies, photos, music, documents to tablets, smartphones, and PCs. The company sells its products under the Western Digital, SanDisk, and WD brands to original equipment manufacturers, distributors, dealers, resellers, and retailers. Western Digital Corporation was founded in 1970 and is headquartered in San Jose, California.
連絡先情報
時価総額
$88.55B
PER (TTM)
23.7
28.5
配当利回り
0.2%
52週高値
$309.90
52週安値
$28.83
52週レンジ
順位52Top 73.5%
2.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q2 2026 データ
売上高
$3.02B-29.59%
直近4四半期の推移
EPS
$5.27-298.81%
直近4四半期の推移
フリーCF
$653.00M+127.53%
直近4四半期の推移
2026 Q2 決算ハイライト
主なハイライト
Six Month Revenue Growth Revenue reached $5.84B for six months, increasing 26% driven by 23% exabytes sold growth in Cloud.
Net Income Skyrockets Net income from continuing operations was $3.02B for six months, a 389% increase over prior period results.
Sandisk Valuation Impact Realized $1.71B unrealized gain on retained Sandisk interest due to mark-to-market valuation as of January 2, 2026.
Operating Cash Flow Strong Net cash provided by operating activities totaled $1.42B for six months, significantly up from $437M previously.
リスク要因
Trade Policy Uncertainty US tariff actions cause substantial uncertainty; actively monitoring developments and exploring mitigation for future actions.
Future Realignment Costs Expect $50M incremental employee termination costs in remainder of 2026 due to additional streamlining actions implemented.
Supply Chain Dependence Continued dependence on a limited number of suppliers or potential disruptions in the overall supply chain remain risks.
Litigation Outcome Uncertainty Company appealed infringement finding; management believes loss is not probable, but ultimate outcome remains uncertain.
見通し
Debt Reduction Strategy Expect monetization of remaining Sandisk stake within one year to further reduce outstanding debt principal amounts.
Liquidity Position Secure Cash and 2027 Revolving Credit Facility expected to meet working capital and CapEx needs for at least twelve months.
R&D Investment Focus Expect modest increases in R&D spending to continue innovation and development for higher capacity HDD products.
2026 Capital Expenditures Capital expenditures for 2026 are currently expected to be approximately 4% to 6% of projected net revenue.
同業比較
売上高 (TTM)
$56.23B
$35.79B
$28.06B
粗利益率 (最新四半期)
85.0%
83.0%
80.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| WDC | $88.55B | 23.7 | 64.2% | 29.8% |
| STX | $81.55B | 40.8 | -889.4% | 51.7% |
| MSI | $77.05B | 35.7 | 103.2% | 50.4% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
9.6%
安定成長
4四半期純利益CAGR
52.0%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月23日
EPS:$2.34
|売上高:$3.23B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし