View Future GrowthWestern Digital 過去の業績過去 基準チェック /56Western Digitalは、平均年間25.3%の収益成長を遂げていますが、 Tech業界の収益は、年間 成長しています。収益は、平均年間16.5% 18.1%収益成長率で 減少しています。 Western Digitalの自己資本利益率は67%であり、純利益率は53.9%です。主要情報25.27%収益成長率21.74%EPS成長率Tech 業界の成長11.81%収益成長率-18.10%株主資本利益率66.95%ネット・マージン53.92%前回の決算情報03 Apr 2026最近の業績更新更新なしすべての更新を表示Recent updatesお知らせ • 7hWestern Digital Corporation Demonstrates Storage Innovations and Platforms for Scaling Persistent Ai WorkloadsWestern Digital Corporation announced its presence at Computex 2026 to help the industry understand that AI infrastructure is fundamentally a data system, not just a compute system. WD is at Computex addressing this reality with a forum session keynote, booth demonstrations and new storage innovations. WD's exhibit brings this data-centric architecture to life, demonstrating how storage underpins AI systems at scale. Visitors will see WD's Ultrastar HDD high-capacity storage portfolio spanning UltraSMR, ePMR and HAMR. The company will also be highlighting its two industry-first advanced HDD innovations: High Bandwidth Drive Technology and Dual Pivot Drive Technology, which together project a 4x increase in HDD throughput while maintaining the relative I/O per TB rate customers enjoy today. This reduces the need for customers to increase SSD deployment or rearchitect services as capacity scales. WD’s Platform solutions highlighted will include the Ultrastar Data Series JBODs, OpenFlex EBOF, and RapidFlex NVMe-oF controller. These solutions help cloud, neo cloud and HPC companies accelerate adoption by optimizing capacity and performance, reducing costs, and improving time to value without requiring costly infrastructure designs. WD is also showcasing its new Ultrastar Data 3000 series JBODs, delivering the scalable capacity required for AI data growth. Using ArcticFlow multizone cooling and patented IsoVibe vibration isolation technologies, the Ultrastar Data 3000 series optimizes performance and reliability by reducing drive return rates by up to 62% in a platform designed for dependable operation at scale. The 3000 series also offers 12 ports of 24 Gb/s SAS-4 host connectivity, enabling customers to stay ahead of bandwidth demands as capacity and workload intensities grow. WD will also share tiered storage solutions, including architectures built on Ceph and others developed with IBM Storage Scale and XTAO, that align performance and economics to each stage of the AI data lifecycle, increasing GPU efficiency while lowering cost at scale through tiered system-level architectures. The globally recognized WD Color portfolio including WD Gold, WD Red, and WD Purple, as well as the rebranded G-DRIVE family of external storage solutions designed for content creators, will also be on display. Together, these innovations position WD as a key foundational layer in AI infrastructure, enabling the persistence, movement, and scalability of data across environments.Valuation Update With 7 Day Price Move • 14hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to €474, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €856 per share.お知らせ • May 28Western Digital Corporation Announces Appointment of Manuvir Das to Board of Directors, Effective May 26, 2026Western Digital Corporation announced the appointment of Manuvir Das to its board of directors, effective May 26, 2026. Das previously held senior leadership roles at NVIDIA, Dell EMC, and Microsoft, and brings deep expertise in enterprise AI, data infrastructure, and cloud computing. He currently serves as an Operating Partner in the Digital Infrastructure group at Stonepeak Partners LP, a position he assumed in April 2025. Das most recently served as Head of Enterprise Computing at NVIDIA, where he led the company’s enterprise AI strategy, launched the NVIDIA AI Enterprise software suite, and worked to make AI more accessible and production-ready for enterprise customers worldwide. Prior to NVIDIA, Das led Dell EMC’s unstructured data storage business, overseeing the scale-out Isilon NAS platform and the scale-out ECS Object platform. Earlier in his career, he spent 14 years at Microsoft where he was an original engineering leader behind the development of Microsoft Azure. Das earned his master’s and doctoral degrees in Computer Science from the University of Wisconsin and his bachelor’s degree in Computer Science and Engineering from the Indian Institute of Technology Bombay. With this appointment, Western Digital's board is comprised of nine directors, eight of whom are external and independent.お知らせ • May 21Western Digital Corporation Advances Next-Generation Trusted Infrastructure With Industry’s First Post-Quantum Cryptography Hard DrivesWestern Digital Corporation announced a significant step in next-generation infrastructure security with the integration of post-quantum cryptography (PQC) into its newest high-capacity Ultrastar UltraSMR hard disk drives. Ultrastar HDDs currently in customer qualification introduce PQC-ready secure boot and firmware protection, establishing a new standard for device trust in the Quantum Era. These drives are currently in qualification with multiple hyperscale customers, reflecting strong early interest in quantum-resilient storage architectures. WD's launch of the first hard drives to implement NIST-approved quantum-resistant algorithms marks a definitive industry transition — from theoretical planning to deployed hardware-level defense. By hardening the root of trust, WD provides a critical safeguard against threats like harvest now, decrypt later (HNDL) and similar attacks. This helps protect the massive data lakes fueling today’s AI innovations against the cryptographic protection-breaking power of tomorrow’s quantum computers. WD is among the first to bring post-quantum cryptography into production storage infrastructure, helping lead the industry’s quantum transition with deployed, standards-aligned, infrastructure-level protection, setting a new baseline for trust in AI-era data systems. AI data systems generate and retain massive, long-lived data sets. Securing that data over decades, not just years, must be a core requirement of modern infrastructure. Long data lifecycles and extended IT service windows widen vulnerabilities. Enterprise storage infrastructure typically remains in service for five years or longer, a timeframe that may overlap with the emergence of cryptographically relevant quantum computers. As decryption capabilities advance, so do the strategies of sophisticated adversaries. HNDL is a present-day threat. Adversaries may collect encrypted or signed data with the intent to decrypt or forge security signatures once quantum capabilities mature. Organizations must begin to prepare for long-term cryptographic resilience today. Firmware-level attacks present a critical risk. Device-level trust is becoming increasingly important as security architectures evolve. A quantum-enabled adversary could potentially forge digital signatures on firmware updates, allowing malicious code to appear authentic and compromising drive security. WD's PQC implementation on the new Ultrastar DC HC6100 UltraSMR is designed to help protect device trust chains from manufacturing through field service. This implementation represents more than a feature enhancement; it reflects a broader shift toward embedding quantum-resilient security directly into the foundation of data infrastructure. The focus is on securing device-level trust, including firmware integrity and key management, rather than data-at-rest encryption. Key elements include: Algorithm selection: ML-DSA-87 (NIST FIPS 204) for high-assurance code signing, with dual-signing using RSA-3072 combining proven and emerging cryptographic standards to ensure strong, resilient security; Infrastructure readiness: PQC-capable public key infrastructure (PKI) and hardware security module (HSM) workflows deployed to support key issuance, rotation, and lifecycle management; Operational continuity: Dual-signing and rollback safeguards designed to support deployment across diverse fleets without disrupting current operations. As quantum security requirements advance, data protection at the infrastructure layer is becoming a baseline requirement for AI-driven enterprises. WD is helping define the next baseline for trust in AI infrastructure, where security is embedded at the foundation of the system, not added as an afterthought. WD expects to expand PQC capabilities across additional enterprise hard drive product lines over time.お知らせ • May 03Western Digital Corporation Announces Increase Quarterly Cash Dividend on Common Stock, Payable on June 17, 2026Western Digital Corporation announced 20% increase in the quarterly cash dividend on the company’s common stock to $0.15 per share of the company’s common stock, which will be paid on June 17, 2026 to stockholders of record as of the close of business on June 5, 2026.収支内訳Western Digital の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BATS-CHIXE:WDCD 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費03 Apr 2611,7776,3505301,13902 Jan 2610,7343,9374911,09003 Oct 2510,1262,6014951,02627 Jun 259,5201,59856199428 Mar 258,9191,09861299927 Dec 248,37731368099727 Sep 245,7792870778128 Jun 246,317-81971095029 Mar 246,985-1,2877501,14129 Dec 238,036-1,8378161,37429 Sep 2311,332-2,4559071,88830 Jun 236,255-92678498631 Mar 2314,174-6839792,14930 Dec 2215,752-781,0182,24530 Sep 2217,4789371,0472,29701 Jul 2218,7931,5461,0912,32301 Apr 2219,1851,8211,1372,32331 Dec 2118,9411,9931,1432,30601 Oct 2118,0511,4911,1292,26602 Jul 2116,9228211,0942,24302 Apr 2116,2893471,0762,19101 Jan 2116,3271671,0702,19902 Oct 2016,618-341,1032,24203 Jul 2016,736-2501,1522,26103 Apr 2016,083-5951,2142,23803 Jan 2015,582-1,1931,2862,21904 Oct 1915,581-1,5411,2972,18028 Jun 1916,569-7541,3482,18229 Mar 1918,0521991,3702,23628 Dec 1819,3918411,3932,29428 Sep 1820,4945051,4652,38429 Jun 1820,6476751,4752,40030 Mar 1820,3721991,4662,42729 Dec 1720,0083861,4362,43829 Sep 1719,5601,4441,4132,39430 Jun 1719,0933971,4452,44131 Mar 1717,746-2491,3472,32530 Dec 1615,919-4231,1672,07130 Sep 1614,348-4071,0481,87501 Jul 1612,9942429971,62701 Apr 1612,6908288241,51401 Jan 1613,4181,1388571,55702 Oct 1513,9891,3257821,59403 Jul 1514,5721,4657881,646質の高い収益: WDCD 非現金収入 のレベルが高いです。利益率の向上: WDCDの現在の純利益率 (53.9%)は、昨年(12.6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: WDCDの収益は過去 5 年間で年間25.3%増加しました。成長の加速: WDCDの過去 1 年間の収益成長率 ( 461.5% ) は、5 年間の平均 ( 年間25.3%を上回っています。収益対業界: WDCDの過去 1 年間の収益成長率 ( 461.5% ) はTech業界1.9%を上回りました。株主資本利益率高いROE: WDCDの 自己資本利益率 ( 67% ) は 傑出している と考えられます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/01 13:46終値2026/06/01 00:00収益2026/04/03年間収益2025/06/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Western Digital Corporation 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。55 アナリスト機関Brett SimpsonArete Research Services LLPJames FontanelliArete Research Services LLPJames KelleherArgus Research Company52 その他のアナリストを表示
お知らせ • 7hWestern Digital Corporation Demonstrates Storage Innovations and Platforms for Scaling Persistent Ai WorkloadsWestern Digital Corporation announced its presence at Computex 2026 to help the industry understand that AI infrastructure is fundamentally a data system, not just a compute system. WD is at Computex addressing this reality with a forum session keynote, booth demonstrations and new storage innovations. WD's exhibit brings this data-centric architecture to life, demonstrating how storage underpins AI systems at scale. Visitors will see WD's Ultrastar HDD high-capacity storage portfolio spanning UltraSMR, ePMR and HAMR. The company will also be highlighting its two industry-first advanced HDD innovations: High Bandwidth Drive Technology and Dual Pivot Drive Technology, which together project a 4x increase in HDD throughput while maintaining the relative I/O per TB rate customers enjoy today. This reduces the need for customers to increase SSD deployment or rearchitect services as capacity scales. WD’s Platform solutions highlighted will include the Ultrastar Data Series JBODs, OpenFlex EBOF, and RapidFlex NVMe-oF controller. These solutions help cloud, neo cloud and HPC companies accelerate adoption by optimizing capacity and performance, reducing costs, and improving time to value without requiring costly infrastructure designs. WD is also showcasing its new Ultrastar Data 3000 series JBODs, delivering the scalable capacity required for AI data growth. Using ArcticFlow multizone cooling and patented IsoVibe vibration isolation technologies, the Ultrastar Data 3000 series optimizes performance and reliability by reducing drive return rates by up to 62% in a platform designed for dependable operation at scale. The 3000 series also offers 12 ports of 24 Gb/s SAS-4 host connectivity, enabling customers to stay ahead of bandwidth demands as capacity and workload intensities grow. WD will also share tiered storage solutions, including architectures built on Ceph and others developed with IBM Storage Scale and XTAO, that align performance and economics to each stage of the AI data lifecycle, increasing GPU efficiency while lowering cost at scale through tiered system-level architectures. The globally recognized WD Color portfolio including WD Gold, WD Red, and WD Purple, as well as the rebranded G-DRIVE family of external storage solutions designed for content creators, will also be on display. Together, these innovations position WD as a key foundational layer in AI infrastructure, enabling the persistence, movement, and scalability of data across environments.
Valuation Update With 7 Day Price Move • 14hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to €474, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €856 per share.
お知らせ • May 28Western Digital Corporation Announces Appointment of Manuvir Das to Board of Directors, Effective May 26, 2026Western Digital Corporation announced the appointment of Manuvir Das to its board of directors, effective May 26, 2026. Das previously held senior leadership roles at NVIDIA, Dell EMC, and Microsoft, and brings deep expertise in enterprise AI, data infrastructure, and cloud computing. He currently serves as an Operating Partner in the Digital Infrastructure group at Stonepeak Partners LP, a position he assumed in April 2025. Das most recently served as Head of Enterprise Computing at NVIDIA, where he led the company’s enterprise AI strategy, launched the NVIDIA AI Enterprise software suite, and worked to make AI more accessible and production-ready for enterprise customers worldwide. Prior to NVIDIA, Das led Dell EMC’s unstructured data storage business, overseeing the scale-out Isilon NAS platform and the scale-out ECS Object platform. Earlier in his career, he spent 14 years at Microsoft where he was an original engineering leader behind the development of Microsoft Azure. Das earned his master’s and doctoral degrees in Computer Science from the University of Wisconsin and his bachelor’s degree in Computer Science and Engineering from the Indian Institute of Technology Bombay. With this appointment, Western Digital's board is comprised of nine directors, eight of whom are external and independent.
お知らせ • May 21Western Digital Corporation Advances Next-Generation Trusted Infrastructure With Industry’s First Post-Quantum Cryptography Hard DrivesWestern Digital Corporation announced a significant step in next-generation infrastructure security with the integration of post-quantum cryptography (PQC) into its newest high-capacity Ultrastar UltraSMR hard disk drives. Ultrastar HDDs currently in customer qualification introduce PQC-ready secure boot and firmware protection, establishing a new standard for device trust in the Quantum Era. These drives are currently in qualification with multiple hyperscale customers, reflecting strong early interest in quantum-resilient storage architectures. WD's launch of the first hard drives to implement NIST-approved quantum-resistant algorithms marks a definitive industry transition — from theoretical planning to deployed hardware-level defense. By hardening the root of trust, WD provides a critical safeguard against threats like harvest now, decrypt later (HNDL) and similar attacks. This helps protect the massive data lakes fueling today’s AI innovations against the cryptographic protection-breaking power of tomorrow’s quantum computers. WD is among the first to bring post-quantum cryptography into production storage infrastructure, helping lead the industry’s quantum transition with deployed, standards-aligned, infrastructure-level protection, setting a new baseline for trust in AI-era data systems. AI data systems generate and retain massive, long-lived data sets. Securing that data over decades, not just years, must be a core requirement of modern infrastructure. Long data lifecycles and extended IT service windows widen vulnerabilities. Enterprise storage infrastructure typically remains in service for five years or longer, a timeframe that may overlap with the emergence of cryptographically relevant quantum computers. As decryption capabilities advance, so do the strategies of sophisticated adversaries. HNDL is a present-day threat. Adversaries may collect encrypted or signed data with the intent to decrypt or forge security signatures once quantum capabilities mature. Organizations must begin to prepare for long-term cryptographic resilience today. Firmware-level attacks present a critical risk. Device-level trust is becoming increasingly important as security architectures evolve. A quantum-enabled adversary could potentially forge digital signatures on firmware updates, allowing malicious code to appear authentic and compromising drive security. WD's PQC implementation on the new Ultrastar DC HC6100 UltraSMR is designed to help protect device trust chains from manufacturing through field service. This implementation represents more than a feature enhancement; it reflects a broader shift toward embedding quantum-resilient security directly into the foundation of data infrastructure. The focus is on securing device-level trust, including firmware integrity and key management, rather than data-at-rest encryption. Key elements include: Algorithm selection: ML-DSA-87 (NIST FIPS 204) for high-assurance code signing, with dual-signing using RSA-3072 combining proven and emerging cryptographic standards to ensure strong, resilient security; Infrastructure readiness: PQC-capable public key infrastructure (PKI) and hardware security module (HSM) workflows deployed to support key issuance, rotation, and lifecycle management; Operational continuity: Dual-signing and rollback safeguards designed to support deployment across diverse fleets without disrupting current operations. As quantum security requirements advance, data protection at the infrastructure layer is becoming a baseline requirement for AI-driven enterprises. WD is helping define the next baseline for trust in AI infrastructure, where security is embedded at the foundation of the system, not added as an afterthought. WD expects to expand PQC capabilities across additional enterprise hard drive product lines over time.
お知らせ • May 03Western Digital Corporation Announces Increase Quarterly Cash Dividend on Common Stock, Payable on June 17, 2026Western Digital Corporation announced 20% increase in the quarterly cash dividend on the company’s common stock to $0.15 per share of the company’s common stock, which will be paid on June 17, 2026 to stockholders of record as of the close of business on June 5, 2026.