跟进：西部数据财年一季度营收43.81亿美元增55%：非GAAP每股收益4.64美元超预期 二季度指引营收51亿美元

圣何塞——西部数据公司（Western Digital，纳斯达克：WDC）10月22日盘后发布截至2026年10月2日的2027财年第一季度业绩。据公司经Business Wire发布的官方业绩稿，该季度营收43.81亿美元，同比增长55%、环比增长17%；GAAP毛利率57.8%，非GAAP毛利率58.1%；GAAP营业利润20.46亿美元，同比增长158%；归属普通股股东的GAAP净利润17.79亿美元，摊薄每股收益4.63美元，同比增长51%；非GAAP每股收益4.64美元，同比增长161%。本站当日盘后预告稿引用的市场预期为每股收益约4.10美元、营收约41.5亿美元，实际业绩高于预期。

首席执行官欧文·谭（Irving Tan）说：「2027财年开局强劲，业绩超出预期，得益于强劲的客户需求与严谨的执行。」他表示，出于对业务的信心以及向股东回报资本的承诺，公司将季度现金股息上调17%至每股0.175美元。该笔股息将于2026年12月17日支付给12月4日收市时在册的股东。

现金流方面，业绩稿财务报表显示，该季度经营活动现金流16.04亿美元，自由现金流13.8亿美元；现金流量表还显示，公司该季度回购普通股支出10.01亿美元。

首席财务官克里斯·塞内萨尔（Kris Sennesael）给出2027财年第二季度展望：按指引区间中点计，预计营收51亿美元、非GAAP毛利率60.5%、非GAAP每股收益5.80美元；指引区间为营收51亿美元上下1亿美元、非GAAP毛利率60%至61%、非GAAP每股收益5.80美元上下0.20美元，营业费用4.00亿至4.10亿美元，税率约17%，摊薄加权平均股数约3.80亿股。西部数据在业绩稿中介绍，公司为人工智能驱动的数据经济构建存储基础设施，与全球主要超大规模云服务商、云服务提供商与企业客户合作。

Follow-Up: Western Digital Fiscal Q1 Revenue Rises 55% to $4.381 Billion; Non-GAAP EPS $4.64 Beats Estimates; Q2 Guidance Set at $5.1 Billion

SAN JOSE, Calif. — Western Digital Corporation (Nasdaq: WDC) on October 22 reported fiscal first quarter 2027 results for the period ended October 2, 2026. According to the company's official earnings release issued via Business Wire, revenue was $4,381 million, up 55% year over year and 17% sequentially; GAAP gross margin was 57.8% and non-GAAP gross margin 58.1%; GAAP operating income was $2,046 million, up 158%; GAAP net income attributable to common shareholders was $1,779 million, or $4.63 per diluted share, up 51%; and non-GAAP diluted EPS was $4.64, up 161%. The results came in above the market expectations cited in GSM's earlier preview, of about $4.10 in EPS on roughly $4.15 billion in revenue.

"Fiscal 2027 is off to a strong start, with results exceeding expectations, driven by robust customer demand and disciplined execution," said Irving Tan, CEO of WD. Reflecting confidence in the business and a commitment to return capital to shareholders, the company is raising its quarterly cash dividend by 17% to $0.175 per share, payable on December 17, 2026, to stockholders of record as of the close of business on December 4, 2026.

The release's financial statements show net cash provided by operating activities of $1,604 million for the quarter and free cash flow of $1.38 billion; the cash-flow statement also shows $1,001 million spent on repurchases of common stock during the quarter.

Chief Financial Officer Kris Sennesael guided fiscal second quarter 2027 revenue to $5.1 billion at the midpoint of the range, with non-GAAP gross margin of 60.5% and non-GAAP EPS of $5.80. The full guidance ranges are revenue of $5.1 billion plus or minus $100 million, non-GAAP gross margin of 60% to 61%, non-GAAP EPS of $5.80 plus or minus $0.20, operating expenses of $400 million to $410 million, a tax rate of about 17%, and diluted weighted average shares of about 380 million. Western Digital describes itself as building the storage infrastructure for the AI-driven data economy, partnering with the world's leading hyperscalers, cloud service providers and enterprises.

来源：GSM·美国（原文链接）

图片来源：图：一块西部数据硬盘的内部碟片（资料图）。照片：Jarek Tuszyński，CC BY 4.0，经Wikimedia Commons。Inside a Western Digital hard disk drive (file photo). Photo: Jarek Tuszyński, CC BY 4.0, via Wikimedia Commons.

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