[{"data":1,"prerenderedAt":168},["ShallowReactive",2],{"triple-beat-WDC":3,"og-beat-monitoring-WDC":167},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":130,"highlightQuarter":89,"highlightDescription":138,"sources":139,"latestStock":164},"WDC","Western Digital","Western Digitalは2025年2月21日にNANDフラッシュ事業（Sandisk）をスピンオフし、HDD専業メーカーへ転換した。AIデータセンター向けの大容量ニアラインHDD需要が構造的成長ドライバーで、クラウド顧客が売上の約89%を占める。スピンオフ後の継続事業ベースでは売上YoYが+30%→+27%→+25%→+45%と加速し、非GAAP粗利率は40%台前半から50%超へ拡大。各四半期で実績・ガイダンスともにコンセンサスを上回るビート&レイズを継続し、次QガイドのEPS midpointは$1.54→$1.88→$2.30→$3.25と切り上げ。株価は2025年7月の約$71から2026年5月には$531へ約7.5倍となり、時価総額は約$183Bに達した。","EPS ($, 非GAAP)","次Q売上ガイド (midpoint, $B)","株価反応 ($)",[11,37,63,88,113],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":33},"Q4 FY25","2025/7/30","スピンオフ後初の単独四半期報告。HDD専業として売上$2.61B（YoY+30%、継続事業ベース）。EPS・売上ともコンセンサス上回り株価急騰",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$2.61 B","$2.45 B",6.3,30,{"actual":21,"consensus":22,"beatPct":23},"$1.66","$1.48",12.2,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$2.70 B","$2.60 B",3.8,{"company":30,"consensus":31,"beatPct":32},"$1.54","$1.38",11.6,{"reportClose":34,"nextClose":35,"changePct":36},"$71.43","$78.69",10.2,{"quarter":38,"reportDate":39,"event":40,"revenue":41,"eps":46,"guidance":50,"stock":59},"Q1 FY26","2025/10/30","売上$2.82B（YoY+27%）。ガイダンスの上限超え。EPS$1.78で約13%ビート。配当25%増。次Qガイドもコンセンサス超えで株価続伸",{"actual":42,"consensus":43,"beatPct":44,"yoyPct":45},"$2.82 B","$2.73 B",3.2,27,{"actual":47,"consensus":48,"beatPct":49},"$1.78","$1.58",12.7,{"revenue":51,"eps":55},{"company":52,"consensus":53,"beatPct":54},"$2.90 B","$2.83 B",2.5,{"company":56,"consensus":57,"beatPct":58},"$1.88","$1.74",8,{"reportClose":60,"nextClose":61,"changePct":62},"$138.13","$150.21",8.7,{"quarter":64,"reportDate":65,"event":66,"revenue":67,"eps":71,"guidance":75,"stock":84},"Q2 FY26","2026/1/29","売上$3.02B（YoY+25%）、EPS$2.13で約12%ビート。次Qガイドを$3.2B/$2.30へ大幅レイズ（コンセンサス比顕著に上）。ただし高い期待で翌日株価は-10%",{"actual":68,"consensus":52,"beatPct":69,"yoyPct":70},"$3.02 B",4,25,{"actual":72,"consensus":73,"beatPct":74},"$2.13","$1.91",11.5,{"revenue":76,"eps":80},{"company":77,"consensus":78,"beatPct":79},"$3.20 B","$2.95 B",8.5,{"company":81,"consensus":82,"beatPct":83},"$2.30","$1.99",15.6,{"reportClose":85,"nextClose":86,"changePct":87},"$278.41","$250.23",-10.1,{"quarter":89,"reportDate":90,"event":91,"revenue":92,"eps":97,"guidance":101,"stock":109},"Q3 FY26","2026/4/30","売上$3.34B（YoY+45%）、非GAAP粗利率50.5%（初の50%超）。EPS$2.72で約15%ビート。次Qガイド$3.65B/$3.25へさらにレイズも、株価はほぼ横ばい（-0.7%）",{"actual":93,"consensus":94,"beatPct":95,"yoyPct":96},"$3.34 B","$3.25 B",2.7,45,{"actual":98,"consensus":99,"beatPct":100},"$2.72","$2.36",15.3,{"revenue":102,"eps":106},{"company":103,"consensus":104,"beatPct":105},"$3.65 B","$3.30 B",10.6,{"company":107,"consensus":108,"beatPct":19},"$3.25","$2.50",{"reportClose":110,"nextClose":111,"changePct":112},"$434.52","$431.52",-0.7,{"quarter":114,"reportDate":115,"isForecast":116,"event":117,"revenue":118,"eps":122,"guidance":124,"stock":129},"Q4 FY26","2026/8/5",true,"2026/8/5 AMC 発表予定。2026/6/22時点のアナリスト予想は当期売上 $3.69 B / 非GAAP EPS $3.29、次Q (1Q 2027) 売上 $3.96 B / EPS $3.65（Koyfin 集約コンセンサス）。",{"actual":119,"consensus":120,"beatPct":121,"yoyPct":121},"n/a","$3.69 B",null,{"actual":119,"consensus":123,"beatPct":121},"$3.29",{"revenue":125,"eps":127},{"company":119,"consensus":126,"beatPct":121},"$3.96 B",{"company":119,"consensus":128,"beatPct":121},"$3.65",{"reportClose":119,"nextClose":119,"changePct":121},[131,132,133,134,135,136,137],"Q4 FY26（2026/8/5 発表予定）はアナリスト予想のみ先行入力。当期 売上$3.69 B / EPS$3.29、次Q (1Q 2027) 売上$3.96 B / EPS$3.65 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","会計年度末は6月末近辺（FY26のQ3末は2026/4/3）。WDCは引け後に決算発表するため、reportClose は発表当日の引け値、nextClose は翌営業日の引け値で反応を測定。","2025/2/21がスピンオフ（Separation Date）。スピンオフ直後の移行四半期Q3 FY25は事業構成が混在しYoYが比較不能なため、HDD専業のクリーンなseries（Q4 FY25以降の4本）に絞った。YoY%は会社開示の継続事業ベース値。","EPS基準: Q1 FY26以降、会社は非GAAP希薄化加重平均株式数ベースへ算定方式を変更し、Q4 FY25の非GAAP EPSは当初開示$1.66が新方式では$1.70として再掲（本表は各期の当初開示値$1.66を採用）。","実績・ガイダンスはSEC EDGAR 8-K（Exhibit 99.1）一次確認。コンセンサスはZacks/StockStory/Investing.com等。株価はStockAnalysis.com日次終値。","ガイダンス上振れ率 = 次Qガイドの売上/EPS midpoint ÷ 発表時点のアナリストコンセンサス − 1。次Qコンセンサスの一部は一次スナップショットが取りにくく『約』ベースの概算（信頼度中）。","次Q EPS ガイダンスのコンセンサス（Q4 FY25→Q1 FY26: $1.38 / Q1 FY26→Q2 FY26: $1.74 / Q2 FY26→Q3 FY26: $1.99）は、各決算発表日（±数日）周辺の X (Grok)サーチで複数の earnings 投稿（@everytimeicash, @MartyChargin, @tenet_research, @TheValueist, @CHItrader, @allday_stocks, @CorleoneDon77 等）から FactSet / Bloomberg コンセンサスを収集し中央値を採用した（各5〜8件）。","Q3 FY26（2026/4/30発表、4/3締め）が構造転換の到達点。売上$3.34B（YoY+45%）、非GAAP EPS$2.72はコンセンサス$2.36を+15.3%上回り、非GAAP粗利率は初の50%超（50.5%、YoY+1,040bp）。次Q（Q4 FY26）ガイドは売上$3.65B・EPS$3.25・粗利率51.5%へさらにレイズし、コンセンサス（売上約$3.3B・EPS約$2.5）を大きく上回るビート&レイズを継続。スピンオフ後の4四半期すべてでEPSを二桁%ビートし、次QガイドのEPS midpointを$1.54→$1.88→$2.30→$3.25と毎期切り上げ続けた点が「構造転換が数字で裏付けられた」証左。ただし2026年YTDで既に株価が約3倍化し期待が極めて高かったため、好決算でも翌日株価は-0.7%とほぼ無反応。1四半期前のQ2 FY26では同様のビート&レイズでも翌日-10%と、good news priced inの局面に入ったことを示す。",[140,143,146,149,152,155,158,161],{"label":141,"url":142},"SEC 8-K Q3 FY26 press release (Exhibit 99.1)","https://www.sec.gov/Archives/edgar/data/0000106040/000162828026028878/a4ex991-pressreleaseq326.htm",{"label":144,"url":145},"SEC 8-K Q2 FY26 press release (Exhibit 99.1)","https://www.sec.gov/Archives/edgar/data/0000106040/000162828026004131/a4ex991-pressreleaseq226.htm",{"label":147,"url":148},"SEC 8-K Q1 FY26 press release (Exhibit 99.1)","https://www.sec.gov/Archives/edgar/data/0000106040/000162828025047539/a4ex991-pressreleaseq126.htm",{"label":150,"url":151},"SEC 8-K Q4 FY25 press release (Exhibit 99.1)","https://www.sec.gov/Archives/edgar/data/0000106040/000010604025000030/a4ex991-pressreleaseq425.htm",{"label":153,"url":154},"StockStory / Sherwood: Q3 FY25 results & spinoff terms","https://sherwood.news/markets/western-digital-quarterly-earnings/",{"label":156,"url":157},"Investing.com: WDC beats Q1 2026 EPS (consensus $1.58)","https://www.investing.com/news/transcripts/earnings-call-transcript-western-digital-beats-q1-2026-eps-expectations-93CH-4322094",{"label":159,"url":160},"Nasdaq/Zacks: Q4 FY25 beat (rev cons $2.45B, EPS surprise +12.16%)","https://www.nasdaq.com/articles/western-digital-q4-earnings-beat-solid-top-line-growth-shares-jump",{"label":162,"url":163},"StockAnalysis.com: WDC daily price history","https://stockanalysis.com/stocks/wdc/history/",{"date":165,"close":166},"2026-06-18","$746.23","https://log.eurekapu.com/og/pages/general/beat-monitoring-WDC.png?title=WDC%20Western%20Digital%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=43076c76b9740704",1782528864671]