Western Digital 과거 순이익 실적
과거 기준 점검 5/6
Western Digital은 연평균 25.3%의 비율로 수입이 증가해 온 반면, Tech 산업은 수입이 11.1% 증가했습니다. 매출은 연평균 18.1%의 비율로 감소했습니다. Western Digital의 자기자본이익률은 67%이고 순이익률은 53.9%입니다.
핵심 정보
25.27%
순이익 성장률
21.74%
주당순이익(EPS) 성장률
| Tech 산업 성장률 | 14.32% |
| 매출 성장률 | -18.10% |
| 자기자본이익률 | 66.95% |
| 순이익률 | 53.92% |
| 최근 순이익 업데이트 | 03 Apr 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • May 18
WDC: AI Storage Demand And EPS Floor Will Shape Balanced Outlook
Western Digital's updated analyst price target has moved from about $372 to roughly $508, as analysts factor in higher projected revenue growth, wider profit margins, and a slightly adjusted discount rate alongside expectations for a lower future P/E multiple. Analyst Commentary Recent Street research on Western Digital has been dominated by a series of higher price targets, with multiple firms lifting their valuations by double and triple digits.Seeking Alpha • Apr 29
Western Digital: This Bull Run May Just Be Starting
Summary Western Digital Corp. is rated a buy as cloud-driven demand and tight supply drive earnings and margin expansion. WDC's revenue is set to rebound, with Q3 sales expected to be up 40% YoY and adjusted EPS projected at $2.39, a 75% YoY increase. Long-term contracts with major cloud providers and a roadmap for higher-capacity drives (40TB+ this year, 100TB by 2029) underpin forward growth. Valuation has risen (PE from 8x to 38x), but PEG remains extremely low at 0.04x, reflecting strong growth expectations and manageable competitive risk. Read the full article on Seeking Alpha내러티브 업데이트 • Apr 28
WDC: AI Storage And Buybacks Will Support EPS Floor While Expectations Rise
Analysts have lifted the Western Digital price target by about $51, reflecting updated assumptions for faster revenue growth, a higher future P/E multiple, and revised margin expectations following a series of recent target hikes across the Street. Analyst Commentary Recent research points to a strong wave of optimism around Western Digital, with multiple firms lifting price targets by wide margins and a few highlighting valuation and execution risks for investors to watch.
내러티브 업데이트 • Apr 13
WDC: AI Storage Optimism And Rich P/E Will Drive Future Downside Risk
Western Digital's updated fair value estimate has shifted from $170 to about $227 per share, reflecting analysts' higher assessed revenue growth potential, a slightly adjusted margin outlook, and a richer future P/E assumption following a broad wave of Street price target increases. Analyst Commentary Recent Street research on Western Digital has been dominated by higher price targets and rating upgrades, including moves from large firms such as JPMorgan, Goldman Sachs, BofA, Citi and Wells Fargo.
내러티브 업데이트 • Mar 30
WDC: AI Storage And $20 EPS Roadmap Will Drive Future Upside
Narrative Update: Western Digital Analyst Price Target The updated analyst price target for Western Digital reflects a recalibrated view that incorporates higher projected revenue growth, slightly adjusted discount rate assumptions, and modestly lower future P/E expectations. Analysts point to management's confidence in $20 plus EPS, a path toward higher margins, and AI driven storage demand as key supports for the revised valuation in the $300 plus range.
새로운 내러티브 • Mar 17
Western Digital Corp (WDC): The HDD Renaissance and the "Road to $20 EPS"
Western Digital has successfully rebranded itself as the "Pure-Play" king of mass-capacity storage. By shedding the volatile NAND Flash segment, the company has allowed its Nearline HDD business to shine as the fundamental backbone of the AI data economy.내러티브 업데이트 • Mar 16
WDC: AI Storage Demand Will Support EPS Floor And Margin Expansion
Western Digital's analyst price target is maintained at $321, as analysts point to reaffirmed management confidence in a $20-plus EPS floor, long term goals for higher gross and EBIT margins, and growing AI-driven storage demand as key supports for the valuation. Analyst Commentary Recent research commentary around Western Digital has been broadly constructive, with several firms updating price targets and highlighting the same core themes that management underscored at the investor conference.내러티브 업데이트 • Mar 02
WDC: AI Storage Demand Will Support Higher Margins And Cash Returns
Western Digital's analyst price target has been updated to $321. Analysts point to modeled assumptions of higher revenue growth, wider profit margins, a slightly lower discount rate and a modestly reduced future P/E multiple as key drivers of the change.내러티브 업데이트 • Feb 16
WDC: Future AI Storage Demand And HDD Pricing May Support Upside
Analysts have lifted their implied fair value estimate for Western Digital to $440.00 per share. They cite updated assumptions that include higher revenue growth, stronger profit margins and a slightly lower discount rate, along with a P/E outlook broadly consistent with prior expectations and a series of recent price target increases across the Street.내러티브 업데이트 • Feb 02
WDC: Elevated HDD Pricing And Margin Assumptions Will Drive Future Downside Risk
Analysts lifted their Western Digital fair value estimate to $170 from $145, citing higher assumed revenue growth, wider profit margins, and a lower future P/E multiple reflected across a wave of recent price target increases from major firms. Analyst Commentary Across recent research, Western Digital has attracted a series of higher price targets from major firms, including JPMorgan, Goldman Sachs and Mizuho.내러티브 업데이트 • Jan 19
WDC: Elevated HDD Pricing Assumptions Will Drive Future Downside Surprise Risk
Analysts have lifted their price target on Western Digital from US$42.07 to US$145.00, citing updated assumptions around revenue growth, profitability, and a higher future P/E multiple in line with recent bullish Street research. Analyst Commentary Recent Street research around Western Digital has clustered around higher price targets and more constructive earnings assumptions, but there are still some clear pockets of caution that are worth flagging if you are thinking about risk and reward.분석 기사 • Jan 16
Western Digital Corporation (NASDAQ:WDC) Stocks Shoot Up 27% But Its P/S Still Looks Reasonable
Despite an already strong run, Western Digital Corporation ( NASDAQ:WDC ) shares have been powering on, with a gain of...내러티브 업데이트 • Jan 05
WDC: Future HDD Demand And AI Storage Needs May Support Upside
Analysts have lifted their fair value estimate for Western Digital to about $242.69 from $85.00, citing higher price targets supported by stronger than expected shipments, firm pricing, gross margin upside, and improved long term P/E and profitability assumptions. Analyst Commentary Bullish analysts have been lifting their price targets across a wide range, pointing to stronger shipment trends, firm pricing, and upside in both gross and operating margins as key drivers of their updated views on Western Digital.내러티브 업데이트 • Dec 19
WDC: AI Storage Demand Will Support Higher Margins Amid Cycle Uncertainty
Analysts have nudged our Western Digital fair value estimate higher to about $187 per share from roughly $181, reflecting stronger than expected enterprise HDD and NAND demand, improving pricing and margin dynamics, and higher forward valuation multiples following a series of Street price target hikes into the $135 to $200 range. Analyst Commentary Bullish analysts have broadly raised price targets into the mid 100s to $200 range, citing a combination of better than expected earnings execution, improving supply demand conditions in both HDD and NAND, and rising confidence in Western Digital's ability to sustain higher margins through the current cycle.내러티브 업데이트 • Dec 05
WDC: AI Storage Demand Will Sustain Tight Supply And Margin Upside
Analysts nudged our Western Digital fair value estimate modestly higher, from $180.57 to $181.43, citing a wave of sharply higher Street price targets that reflect stronger than expected exabyte shipments, tighter HDD and NAND supply, improving pricing, and conviction that AI driven storage demand will support structurally higher growth and margins. Analyst Commentary Street research has turned meaningfully more constructive on Western Digital, with a series of higher price targets reflecting a stronger fundamental and cyclical backdrop across both HDD and NAND.내러티브 업데이트 • Nov 21
WDC: Accelerating AI-Driven Demand Will Sustain Tight Supply And Margin Upside
Western Digital's analyst-derived fair value has been raised significantly, increasing from approximately $167 to $181 per share. Analysts attribute this to stronger earnings, robust demand, and improved pricing dynamics, as reflected in recent price target increases across the Street.분석 기사 • Nov 07
Impressive Earnings May Not Tell The Whole Story For Western Digital (NASDAQ:WDC)
Western Digital Corporation ( NASDAQ:WDC ) just reported some strong earnings, and the market reacted accordingly with...내러티브 업데이트 • Nov 06
WDC: Future Demand Trends And Supply Tightness Will Shape Share Performance
The consensus analyst price target for Western Digital has been raised significantly, increasing from approximately $126 to $167 per share. Analysts point to strong earnings, expanding margins, and robust demand outlooks as major drivers for the upgrade.내러티브 업데이트 • Oct 22
Analysts Boost Western Digital Price Targets Amid Stronger Outlook and Positive Valuation Shifts
Western Digital's fair value estimate has been raised significantly from approximately $104 to $126 per share. Analysts cite strengthening demand dynamics, improving profitability projections, and a durable shift in industry economics as the reasons behind the upward revision.분석 기사 • Oct 19
Western Digital Corporation (NASDAQ:WDC) Stocks Shoot Up 25% But Its P/S Still Looks Reasonable
Western Digital Corporation ( NASDAQ:WDC ) shares have continued their recent momentum with a 25% gain in the last...내러티브 업데이트 • Oct 08
AI And Hyperscaler Demand Will Expand Storage Opportunities
Western Digital's analyst price target has increased from approximately $98 to $104. Analysts cite stronger outlooks on industry demand, accelerated revenue growth, and tight supply conditions as factors supporting further upside for the company's shares.내러티브 업데이트 • Sep 24
AI And Hyperscaler Demand Will Expand Storage Opportunities
Western Digital’s analyst price target has risen from $89.14 to $97.91, driven by sharply improving demand for storage products fueled by AI and cloud expansion, price increases amid supply tightness, and growing confidence in its technology leadership. Analyst Commentary Bullish analysts cite sharply improving demand for both NAND and hard disk drives, primarily driven by artificial intelligence, cloud storage expansion, and overall data growth, with lead times for high-capacity drives extending significantly and industry supply remaining tight despite increased output.내러티브 업데이트 • Sep 09
AI And Hyperscaler Demand Will Expand Storage Opportunities
Analysts have raised Western Digital's price target to $89.14, driven by accelerating AI-led storage demand, improving fundamentals, and greater confidence in the company’s technology roadmap, partially offset by dilution from convertible notes. Analyst Commentary Bullish analysts cite accelerating AI-driven demand for storage, forecasting robust fundamentals and industry-wide tailwinds into 2026.매출 및 비용 세부 내역
매출 및 비용 세부 내역
Western Digital가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 03 Apr 26 | 11,777 | 6,350 | 530 | 1,139 |
| 02 Jan 26 | 10,734 | 3,937 | 491 | 1,090 |
| 03 Oct 25 | 10,126 | 2,601 | 495 | 1,026 |
| 27 Jun 25 | 9,520 | 1,598 | 561 | 994 |
| 28 Mar 25 | 8,919 | 1,098 | 612 | 999 |
| 27 Dec 24 | 8,377 | 313 | 680 | 997 |
| 27 Sep 24 | 5,779 | 28 | 707 | 781 |
| 28 Jun 24 | 6,317 | -819 | 710 | 950 |
| 29 Mar 24 | 6,985 | -1,287 | 750 | 1,141 |
| 29 Dec 23 | 8,036 | -1,837 | 816 | 1,374 |
| 29 Sep 23 | 11,332 | -2,455 | 907 | 1,888 |
| 30 Jun 23 | 6,255 | -926 | 784 | 986 |
| 31 Mar 23 | 14,174 | -683 | 979 | 2,149 |
| 30 Dec 22 | 15,752 | -78 | 1,018 | 2,245 |
| 30 Sep 22 | 17,478 | 937 | 1,047 | 2,297 |
| 01 Jul 22 | 18,793 | 1,546 | 1,091 | 2,323 |
| 01 Apr 22 | 19,185 | 1,821 | 1,137 | 2,323 |
| 31 Dec 21 | 18,941 | 1,993 | 1,143 | 2,306 |
| 01 Oct 21 | 18,051 | 1,491 | 1,129 | 2,266 |
| 02 Jul 21 | 16,922 | 821 | 1,094 | 2,243 |
| 02 Apr 21 | 16,289 | 347 | 1,076 | 2,191 |
| 01 Jan 21 | 16,327 | 167 | 1,070 | 2,199 |
| 02 Oct 20 | 16,618 | -34 | 1,103 | 2,242 |
| 03 Jul 20 | 16,736 | -250 | 1,152 | 2,261 |
| 03 Apr 20 | 16,083 | -595 | 1,214 | 2,238 |
| 03 Jan 20 | 15,582 | -1,193 | 1,286 | 2,219 |
| 04 Oct 19 | 15,581 | -1,541 | 1,297 | 2,180 |
| 28 Jun 19 | 16,569 | -754 | 1,348 | 2,182 |
| 29 Mar 19 | 18,052 | 199 | 1,370 | 2,236 |
| 28 Dec 18 | 19,391 | 841 | 1,393 | 2,294 |
| 28 Sep 18 | 20,494 | 505 | 1,465 | 2,384 |
| 29 Jun 18 | 20,647 | 675 | 1,475 | 2,400 |
| 30 Mar 18 | 20,372 | 199 | 1,466 | 2,427 |
| 29 Dec 17 | 20,008 | 386 | 1,436 | 2,438 |
| 29 Sep 17 | 19,560 | 1,444 | 1,413 | 2,394 |
| 30 Jun 17 | 19,093 | 397 | 1,445 | 2,441 |
| 31 Mar 17 | 17,746 | -249 | 1,347 | 2,325 |
| 30 Dec 16 | 15,919 | -423 | 1,167 | 2,071 |
| 30 Sep 16 | 14,348 | -407 | 1,048 | 1,875 |
| 01 Jul 16 | 12,994 | 242 | 997 | 1,627 |
| 01 Apr 16 | 12,690 | 828 | 824 | 1,514 |
| 01 Jan 16 | 13,418 | 1,138 | 857 | 1,557 |
| 02 Oct 15 | 13,989 | 1,325 | 782 | 1,594 |
| 03 Jul 15 | 14,572 | 1,465 | 788 | 1,646 |
양질의 수익: WDC의 비현금 수익 수준이 높습니다.
이익 마진 증가: WDC의 현재 순 이익률 (53.9%)은 지난해 (12.6%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: WDC의 수익은 지난 5년 동안 연평균 25.3%로 크게 증가했습니다.
성장 가속화: 지난 1년간 WDC 의 수익 증가율(461.5%)은 연간 평균(25.3%)을 초과합니다.
수익 대 산업: WDC의 지난 1년 수익 증가율(461.5%)은 Tech 업계의 17.2%를 상회했습니다.
자기자본이익률
높은 ROE: WDC의 자본 수익률(67%)은 뛰어남으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/27 16:57 |
| 종가 | 2026/05/27 00:00 |
| 수익 | 2026/04/03 |
| 연간 수익 | 2025/06/27 |
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 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 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
Western Digital Corporation는 57명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |