Released
FY2026 Q4
Earnings ReviewSTX
BEATSeagate Technology Holdings
Seagate Technology Holdings · Data Storage (HDD)
Tue, July 28, 2026·After Market Close
SeagateHDDData StorageAI InfrastructureHAMRMozaicEarnings
01Wall Street Consensus
EPS$5.09
Revenue$3.48B
02Earnings Results
EPS$5.71+12.2%
Revenue$3.63B+4.3%
After-Hours ReactionAH +5-10%
Key Takeaways
- Revenue $3.63B — beat consensus $3.48B by +4.3%, +48% YoY
- Non-GAAP EPS $5.71 — beat consensus $5.09 by +12.2%, +121% YoY (GAAP EPS $5.58)
- Non-GAAP gross margin 52.7%, GAAP gross margin 52.3% — record levels
- Operating cash flow $1.3B, free cash flow $1.1B
- Retired $302M in debt plus $283M returned to shareholders via dividends and buybacks
- FY2026 full-year revenue $12.2B, non-GAAP EPS $15.58, operating cash flow $3.7B
- FY27 Q1 guide revenue $4.1B (±$100M, +56% YoY at the midpoint) — management cited order visibility through 2029
Key Checkpoints
Upside Catalysts
Risk Factors
Detail
EEPS History (Last 2 Quarters)
Actual EPS vs Consensus — Green Beat · Red Miss
Beat2
Miss0
Beat rate100%
Detail
SEPS 서프라이즈 히스토리
Beat2Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)