Seagate Technology Holdings 과거 순이익 실적
과거 기준 점검 5/6
Seagate Technology Holdings은 연평균 13.7%의 비율로 수입이 증가해 온 반면, Tech 산업은 수입이 19.4% 증가했습니다. 매출은 연평균 3.2%의 비율로 감소했습니다. Seagate Technology Holdings의 자기자본이익률은 146.9%이고 순이익률은 26.1%입니다.
핵심 정보
13.69%
순이익 성장률
15.59%
주당순이익(EPS) 성장률
| Tech 산업 성장률 | 14.32% |
| 매출 성장률 | -3.22% |
| 자기자본이익률 | 146.93% |
| 순이익률 | 26.11% |
| 최근 순이익 업데이트 | 03 Jul 2026 |
최근 과거 실적 업데이트
Recent updates
Seeking Alpha • Sep 12
Seagate: The HDD Shortage Still Has Legs
Summary Seagate Technology has secured nearline drive orders with defined pricing and configuration through the entirety of calendar 2027. I think the story shifted to 2028, when the vast majority of nearline exabytes are already allocated, although pricing visibility is lower. Seagate says HAMR can support at least 25% annual exabyte growth over the next two to three years while keeping drive units broadly stable. Morgan Stanley sees HDD demand growing faster than supply and shortages lasting through at least 2028. I'm downgrading my conviction on this name due to macro risks, even though the HDD pricing thesis remains largely intact. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 11
Seagate Has Two Engines — Industry Pricing And A Cost Curve Only It Controls
The story behind this stock Seagate is the one position in my portfolio where the bottleneck has no substitute technology. That is a stronger statement than it sounds.
내러티브 업데이트 • Sep 03
STX: Tight HDD Supply And AI Storage Demand Will Drive Future Upside
Analysts have lifted the fair value estimate for Seagate Technology Holdings from $1,096.35 to $1,544.51, as higher projected revenue growth and a richer future P/E multiple offset slightly tighter discount rate and profit margin assumptions. This reflects recent price target increases across the Street tied to pricing power, shipment growth and AI driven storage demand.
내러티브 업데이트 • Aug 18
STX: AI Storage Pricing Tailwind Will Eventually Confront HDD Cycle Reset Risk
Analysts have raised the Seagate Technology Holdings fair value estimate from $680.00 to about $705.49, citing higher projected revenue growth, stronger profit margins supported by improving hard disk drive pricing, and a lower assumed future P/E multiple in line with recent price target increases across the Street. Analyst Commentary Street research on Seagate Technology Holdings in 2026 has leaned positive, with many firms lifting price targets after recent earnings and guidance updates.
내러티브 업데이트 • Aug 04
STX: AI Storage Demand And HDD Pricing Power Will Drive Future Upside
The analyst price target for Seagate Technology Holdings has been raised from $959 to $1,116. Analysts cite stronger revenue and margin assumptions supported by tighter supply and firm HDD pricing trends.내러티브 업데이트 • Jul 21
STX: AI Storage Pricing Optimism Will Eventually Face Supply Discipline Reversal Risk
Seagate Technology Holdings' fair value estimate has been raised from $566.86 to $680.00 as analysts point to broadly higher price targets across the Street, supported by expectations for firmer hard disk drive pricing, AI driven storage demand, and updated earnings and P/E assumptions. Analyst Commentary Recent research on Seagate Technology Holdings shows a wide spread of opinion on how much upside is left, even as many firms lift price targets.내러티브 업데이트 • Jul 07
STX: AI Storage Demand And HDD Pricing Discipline Will Drive Future Risk Reward Balance
Analysts have lifted their price target for Seagate Technology Holdings to $959 from $848, citing tighter hard disk drive supply, AI driven storage demand, and expectations for firmer pricing across upcoming contract renewals. Analyst Commentary Recent Street research on Seagate Technology Holdings clusters around a shared focus on AI related storage demand, hard disk drive supply discipline, and the potential for pricing power to influence valuation and earnings quality.내러티브 업데이트 • Jun 23
STX: AI Storage Pricing Euphoria Will Eventually Confront HDD Cycle Reality
Analysts have raised the Seagate Technology Holdings fair value estimate from $375.00 to about $566.86. This reflects a series of higher price targets tied to stronger views on hard disk drive pricing, AI related storage demand and expected margin traction, even as one firm has turned more cautious about how fast pricing assumptions are rising.분석 기사 • Jun 17
Seagate Technology Holdings (STX) Stock Could Be 22% Overvalued After The AI Storage Rally
Seagate Technology Holdings (STX) is back in focus after a broad rally in technology and AI infrastructure stocks, with investors reacting to strong earnings, upbeat analyst commentary, and rising demand from AI and cloud data centers. See our latest analysis for Seagate Technology Holdings. Over the past year, Seagate Technology Holdings has shifted from a relatively quiet hardware stock to a high momentum AI infrastructure play, with a year to date share price return of 258.68% and a very...내러티브 업데이트 • Jun 03
STX: AI Storage Demand And Supply Discipline Will Shape Future Risk Reward Balance
Analysts raised the Seagate Technology Holdings price target to about $848 from about $770, citing a higher estimated fair value supported by stronger AI-related demand expectations, persistent supply discipline in hard disk drives, and slightly higher assumed revenue growth, profit margin, and future P/E multiples. Analyst Commentary Recent Street research on Seagate Technology Holdings shows a cluster of higher price targets, with analysts largely focused on AI related storage demand, supply discipline in hard disk drives, and the potential impact on valuation multiples.내러티브 업데이트 • May 19
STX: AI Storage Cycle And Margin Expansion Will Support Future Upside
Analysts have raised the Seagate Technology Holdings price target to $1,096.35 from $505.00, citing updated assumptions regarding revenue, profit margins and future P/E expectations that align with recent Street research updates. Analyst Commentary Recent Street research on Seagate Technology Holdings shows a cluster of bullish analysts lifting price targets across a tight window of dates, reflecting updated assumptions on revenue trajectories, margin potential and P/E levels that are closer to current Street thinking.분석 기사 • May 06
Seagate Technology Holdings' (NASDAQ:STX) Solid Profits Have Weak Fundamentals
Unsurprisingly, Seagate Technology Holdings plc's ( NASDAQ:STX ) stock price was strong on the back of its healthy...내러티브 업데이트 • May 02
STX: AI Storage Cycle And Supply Discipline Will Shape Future Margin Profile
Seagate Technology Holdings' analyst price target has been reset higher, with fair value moving from about $483.07 to about $770.43 as analysts factor in updated views on revenue growth, profit margins, and future P/E multiples following a series of recent price target increases across major research firms. Analyst Commentary Across recent research updates, analysts are recalibrating their models and price targets for Seagate Technology Holdings as they reassess revenue trajectories, profitability assumptions, and the P/E they are willing to apply to the shares.내러티브 업데이트 • Apr 16
STX: Elevated AI Storage Optimism Will Test 2026 HDD Cycle Assumptions
Narrative Update on Seagate Technology Holdings The analyst price target for Seagate Technology Holdings has been raised by $582. Analysts attribute this to updated assumptions that include slightly lower discount rates, marginally higher revenue growth and profit margins, and a modestly reduced future P/E multiple.내러티브 업데이트 • Apr 02
STX: AI Data Storage Cycle And Supply Discipline Will Support Future Margin Durability
The analyst price target for Seagate Technology Holdings has been raised from about $475 to roughly $483. Analysts cite stronger profitability assumptions, slightly higher revenue growth expectations, a modestly lower discount rate, and the use of a lower future P/E multiple in their models as supporting factors for this adjustment.내러티브 업데이트 • Mar 18
STX: AI Storage Demand And Supply Discipline Will Support Durable Margin Expansion
Analysts have raised the Seagate Technology Holdings price target to $475, reflecting updates to fair value estimates alongside higher assumptions for revenue, profit margins, and future P/E multiples that are in line with a recent series of target increases from major research firms. Analyst Commentary Recent Street research around Seagate Technology Holdings highlights an active reset of targets and ratings, with many firms revisiting their assumptions on revenue, margins, and P/E multiples in light of updated outlooks through 2026.내러티브 업데이트 • Mar 04
STX: AI Storage Hopes And HDD Cycle Assumptions Will Test 2026 P E
Analysts raised their average price target on Seagate Technology Holdings to $375.00, a move supported by a series of upward target revisions from multiple firms citing stronger revenue growth assumptions, slightly higher profit margins, and a modestly adjusted P/E framework. Analyst Commentary Recent research points to a cluster of higher price targets for Seagate, with several firms adjusting their models around revenue expectations, margin profiles, and P/E assumptions.내러티브 업데이트 • Feb 18
STX: Elevated P E Expectations For 2026 Pricing Will Face Execution Test
The analyst price target for Seagate Technology Holdings has been updated to $375.00. This change reflects analysts' revised assumptions for higher revenue growth, slightly stronger profit margins, and a higher future P/E multiple following a series of Street target increases and rating upgrades.분석 기사 • Feb 09
After Leaping 41% Seagate Technology Holdings plc (NASDAQ:STX) Shares Are Not Flying Under The Radar
Seagate Technology Holdings plc ( NASDAQ:STX ) shareholders have had their patience rewarded with a 41% share price...내러티브 업데이트 • Feb 04
STX: HDD Pricing Power In AI Cycle Will Support Future Upside
Analysts have raised their price target on Seagate Technology Holdings to US$505.00 from US$459.66, citing updated assumptions for faster revenue growth, a slightly adjusted discount rate, a lower profit margin profile, and a higher future P/E multiple. Analyst Commentary Recent research updates around Seagate Technology Holdings point to a broadly constructive tone, with a series of price target increases and rating upgrades clustering over the past several months.내러티브 업데이트 • Jan 21
STX: HDD Pricing Power And AI Data Demand Will Drive Future Upside
Analysts have raised their price targets for Seagate Technology Holdings, with our fair value estimate increasing from US$427.32 to US$459.66. In their updated models, they highlight stronger revenue growth, higher profit margins, and a lower assumed future P/E multiple.내러티브 업데이트 • Jan 07
STX: Nearline HDD Demand And Pricing Power Will Drive Future Upside
Narrative Update on Seagate Technology Holdings The updated analyst price target for Seagate Technology Holdings has moved from about US$215 to roughly US$427. Analysts point to stronger modeled revenue growth, higher profit margin assumptions, a richer future P/E multiple, and supportive Street research citing firm HDD pricing, disciplined capacity additions, and AI driven demand for nearline storage.내러티브 업데이트 • Dec 24
STX: AI Data Demand And Tighter Supply Will Support Durable Margin Expansion
Analysts have nudged their fair value estimate for Seagate Technology Holdings higher to approximately $297 per share from about $289, citing sustained HDD pricing power, structurally stronger nearline demand tied to AI infrastructure, and a higher expected earnings multiple supported by disciplined capacity additions and accelerating HAMR adoption. Analyst Commentary Recent Street research reflects a broadly positive reassessment of Seagate valuation, with multiple price target increases clustered across a relatively short period.매출 및 비용 세부 내역
매출 및 비용 세부 내역
Seagate Technology Holdings가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 03 Jul 26 | 12,195 | 3,184 | 577 | 755 |
| 03 Apr 26 | 11,010 | 2,378 | 584 | 746 |
| 02 Jan 26 | 10,058 | 1,970 | 580 | 732 |
| 03 Oct 25 | 9,558 | 1,713 | 576 | 729 |
| 27 Jun 25 | 9,097 | 1,469 | 561 | 724 |
| 28 Mar 25 | 8,540 | 1,494 | 538 | 703 |
| 27 Dec 24 | 8,035 | 1,179 | 515 | 687 |
| 27 Sep 24 | 7,265 | 824 | 484 | 664 |
| 28 Jun 24 | 6,551 | 335 | 460 | 654 |
| 29 Mar 24 | 6,266 | -270 | 443 | 643 |
| 29 Dec 23 | 6,471 | -728 | 450 | 731 |
| 29 Sep 23 | 6,803 | -742 | 467 | 709 |
| 30 Jun 23 | 7,384 | -529 | 491 | 772 |
| 31 Mar 23 | 8,410 | -161 | 526 | 872 |
| 30 Dec 22 | 9,352 | 618 | 544 | 853 |
| 30 Sep 22 | 10,581 | 1,152 | 555 | 942 |
| 01 Jul 22 | 11,661 | 1,649 | 559 | 941 |
| 01 Apr 22 | 12,046 | 1,855 | 546 | 926 |
| 31 Dec 21 | 11,975 | 1,838 | 531 | 920 |
| 01 Oct 21 | 11,482 | 1,617 | 517 | 913 |
| 02 Jul 21 | 10,681 | 1,314 | 502 | 903 |
| 02 Apr 21 | 10,185 | 998 | 478 | 893 |
| 01 Jan 21 | 10,172 | 989 | 471 | 912 |
| 02 Oct 20 | 10,245 | 1,027 | 469 | 941 |
| 03 Jul 20 | 10,509 | 1,004 | 473 | 973 |
| 03 Apr 20 | 10,363 | 1,821 | 469 | 992 |
| 03 Jan 20 | 9,958 | 1,696 | 460 | 984 |
| 04 Oct 19 | 9,977 | 1,762 | 460 | 980 |
| 28 Jun 19 | 10,390 | 2,012 | 453 | 991 |
| 29 Mar 19 | 10,854 | 1,490 | 483 | 1,005 |
| 28 Dec 18 | 11,344 | 1,676 | 508 | 1,021 |
| 28 Sep 18 | 11,543 | 1,451 | 530 | 1,025 |
| 29 Jun 18 | 11,184 | 1,182 | 560 | 1,022 |
| 30 Mar 18 | 10,755 | 835 | 569 | 1,020 |
| 29 Dec 17 | 10,626 | 648 | 583 | 1,090 |
| 29 Sep 17 | 10,606 | 786 | 594 | 1,145 |
| 30 Jun 17 | 10,771 | 772 | 606 | 1,232 |
| 31 Mar 17 | 11,019 | 728 | 601 | 1,251 |
| 30 Dec 16 | 10,940 | 514 | 602 | 1,225 |
| 30 Sep 16 | 11,032 | 381 | 608 | 1,224 |
| 01 Jul 16 | 11,160 | 248 | 635 | 1,237 |
| 01 Apr 16 | 11,434 | 315 | 694 | 1,254 |
| 01 Jan 16 | 12,169 | 626 | 764 | 1,302 |
| 02 Oct 15 | 12,879 | 1,395 | 823 | 1,339 |
양질의 수익: STX는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: STX의 현재 순 이익률 (26.1%)은 지난해 (16.3%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: STX의 수익은 지난 5년 동안 연평균 13.7% 증가했습니다.
성장 가속화: 지난 1년간 STX 의 수익 증가율(114.6%)은 연간 평균(13.7%)을 초과합니다.
수익 대 산업: STX의 지난 1년 수익 증가율(114.6%)은 Tech 업계의 82.1%를 상회했습니다.
자기자본이익률
높은 ROE: STX의 자본 수익률(146.93%)은 뛰어남이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/14 04:04 |
| 종가 | 2026/09/14 00:00 |
| 수익 | 2026/07/03 |
| 연간 수익 | 2026/07/03 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Seagate Technology Holdings plc는 47명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| Tristan Gerra | Baird |
| Benjamin Reitzes | Barclays |