西部数据10月22日盘后发布财年一季度业绩：市场预期每股收益4.10美元
美国存储设备厂商西部数据（Western Digital）将于10月22日（星期四）美股盘后发布2027财年第一季度业绩，并于当天下午4时30分（美东时间）举行业绩电话会。
市场汇总的分析师预期为每股收益4.10美元，同比增长约130%；营收41.5亿美元，同比增长约47%。公司此前给出的指引为营收约41亿美元、每股收益约4.00美元、毛利率55%至56%。去年同期，公司营收为28.2亿美元、每股收益1.78美元；上一季度营收37.5亿美元，调整后每股收益3.56美元。
人工智能数据中心建设带动的近线硬盘需求，是市场关注本季业绩的焦点，公司HAMR大容量硬盘的进展同样受到关注。10月21日，美国银行将西部数据的目标价由720美元上调至800美元。
（资料来源：西部数据公司指引与分析师预期汇总）
Western Digital to Report Fiscal First-Quarter Results After the Close on October 22: Consensus EPS of $4.10
Western Digital will report fiscal first-quarter 2027 results after the U.S. market close on Thursday, October 22, followed by a conference call at 4:30 p.m. ET.
Analysts expect earnings of $4.10 per share, up about 130% from a year ago, on revenue of $4.15 billion, up about 47%. The company had guided to revenue of about $4.1 billion, earnings of about $4.00 per share and gross margin of 55% to 56%. In the year-ago quarter, revenue was $2.82 billion with EPS of $1.78; last quarter, revenue was $3.75 billion with adjusted EPS of $3.56.
Nearline hard-drive demand from AI data center construction is the market's main focus this quarter, along with progress on the company's HAMR high-capacity drives. On October 21, Bank of America raised its price target on Western Digital from $720 to $800.
(Sources: Western Digital guidance and analyst consensus summaries)
来源：GSM·美国（原文链接）
图片来源：硬盘读写磁头组件特写。（Wikimedia Commons，CC BY-SA 4.0，Roman Starkov摄）Close-up of a hard disk drive read-write head assembly. (Wikimedia Commons, CC BY-SA 4.0, photo by Roman Starkov)
- 2026-10-22 23:04西部数据10月22日盘后发布财年一季度业绩：市场预期每股收益4.10美元本篇
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