Seagate Technology Holdings plc (STX) Earnings History

8 quarters held8/8 transcripts analyzed2/40 figures attested
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PeriodRevenueYoYNet incomeEPS (dil.)Filed
Q4 2026$3.6B+48.5%$1.3B$5.58Jul 28, 2026
LATESTEarnings filing (8-K)10-KFiled Jul 28, 2026, 4:07 PM ET
Earnings call · Jul 28, 2026transcriptView originalprepared remarksQ&A
Q4 FY26YoYFY26
Revenue$3.6B1+48.5%$12.2B
Net income$1.3B+165.2%$3.2B
Op income$1.6B+174.5%$4.1B
EPS (dil.)$5.58+149.1%$13.90
EPS (basic)$5.75+150.0%$14.54
Gross margin52.3%+14.9pp
Op margin43.0%+19.8pp
Net margin35.7%+15.7pp
  1. [1] “Revenue ($M) $ 3,629” view source

Guidance & outlook

Management guidance

Q4 2026

Q1 2027

revenue
$4.0B—$4.2B
eps
$7.10—$7.50
“Non-GAAP diluted EPS, excluding estimated share-based compensation expenses of $0.26 per share.”

Call guidance

Q4 2026
MetricValuePeriodSpecificityvs Prior
revenueoutpace our performance in fiscal 2026FY2027directionalNew
exabyte_growthmid-20%next few yearspointNew
other_income_and_expensesdecrease further in the September quarter to approximately $45 millionQ1 FY2027pointNew
capital_expendituresremain well within our target range of 4% to 6% of revenueFY2027tight_rangeNew
free_cash_flowfurther improve throughout fiscal 2027FY2027directionalNew
debtretiring an additional $1.2 billion in debtQ1 FY2027pointNew
revenue$4.1 billion, plus or minus $100 millionQ1 FY2027tight_rangeNew
operating_expensesapproximately $300 millionQ1 FY2027pointNew
operating_marginaround 50%Q1 FY2027pointNew
eps$7.30, plus or minus $0.20Q1 FY2027tight_rangeNew
tax_rateabout 16%Q1 FY2027pointNew
revenueimproveFY2027directionalNew
gross_marginincreaseFY2027directionalNew
pricingtake a little bit more pricing benefitQ1 FY2027directionalNew
pricingsequential improvementFY2027directionalNew
exabyte_cagrmid-20%FY2027pointNew
pricinghigher than some of the contractual stuff that we had done togetherFY2027directionalNew
pricingcontinue to push on our pricing and pricing strategyFY2027directionalNew
pricinggoing in the same directionnext two or three quartersdirectionalNew
HAMR_exabytes40% of nearline exabyte sold on HAMR drives by JuneJune 2026pointNew
HAMR_exabytes50% of our HAMR exabytes on our Mozaic 4 platformend of calendar 2026pointNew
Mozaic_5_platformqualification shipments in late calendar 2027late calendar 2027pointNew
exabyte_growthmid-20snext few yearspointNew
debtend fiscal Q1 at $2.4 billion in debtQ1 FY2027pointNew
debtaddress in the near future, maybe next quarter, maybe the following quarternext 1-2 quartersdirectionalNew
share_buybackshigher level of share buybackQ1 FY2027directionalNew
revenueimproveFY2027directionalNew
gross_marginincreaseFY2027directionalNew
revenuepredictable, I think, through FY 2027FY2027directionalNew
pricingeven higher than some of the contractual stuff that we had done togetherFY2027directionalNew
pricinga little bit better in September than JuneQ1 FY2027directionalNew
pricinga little bit better in September than JuneQ1 FY2027directionalNew
exabyte_demanddemand long term? Very confident.long termdirectionalNew
gross_margincontinue to improverest of the fiscal yeardirectionalNew
gross_marginsequential improvement every quarterrest of the fiscal yeardirectionalNew
capital_expenditures4% to 6% of revenueFY2027tight_rangeNew
free_cash_flowgrowingFY2027directionalNew
debtreduce debt even more during the quarterQ1 FY2027directionalNew
share_buybackshigher level of share buybacknext several quartersdirectionalNew
gross_marginhigher in SeptemberQ1 FY2027directionalNew
gross_marginwell above the 60%Q1 FY2027pointNew
gross_marginstronger and stronger gross marginnext few quartersdirectionalNew
revenueimprovenext few quartersdirectionalNew
gross_marginnot too far from the number already in SeptemberQ1 FY2027directionalNew
Q3 2026$3.1B+44.1%$748.0M$3.27Apr 28, 2026
Earnings filing (8-K)10-QFiled Apr 28, 2026, 4:12 PM ET
Earnings call · Apr 28, 2026transcriptView originalprepared remarksQ&A
Q3 FY26YoY9M FY26
Revenue$3.1B1+44.1%$8.6B
Net income$748.0M+120.0%$1.9B
Op income$998.0M+131.6%$2.5B
EPS (dil.)$3.27––
EPS (basic)–––
Gross margin46.5%+11.3pp
Op margin32.1%+12.1pp
Net margin24.0%+8.3pp
  1. [1] “Revenue ($M) | $ | 3,112” view source
Q2 2026$2.8B+21.5%$593.0M$2.60Jan 27, 2026
Earnings filing (8-K)10-QFiled Jan 27, 2026, 4:08 PM ET
Earnings call · Jan 27, 2026transcriptView originalprepared remarksQ&A
Q2 FY26YoY6M FY26
Revenue$2.8B+21.5%–
Net income$593.0M+76.5%$1.1B
Op income$843.0M+72.8%$1.5B
EPS (dil.)$2.60+67.7%–
EPS (basic)$2.75+74.0%–
Gross margin41.6%+6.7pp
Op margin29.8%+8.8pp
Net margin21.0%+6.5pp
Q1 2026$2.6B+21.3%$549.0M$2.43Oct 28, 2025
Earnings filing (8-K)10-QFiled Oct 28, 2025, 4:07 PM ET
Earnings call · Oct 28, 2025transcriptView originalprepared remarksQ&A
Q1 FY26YoY
Revenue$2.6B+21.3%
Net income$549.0M+80.0%
Op income$694.0M+72.2%
EPS (dil.)$2.43+72.3%
EPS (basic)$2.58+77.9%
Gross margin39.4%+6.5pp
Op margin26.4%+7.8pp
Net margin20.9%+6.8pp
Q4 2025$2.4B+30.0%$556.0M$2.59Jul 30, 2025
Earnings filing (8-K)Filed Jul 29, 2025, 8:48 PM ET
Earnings call · Jul 30, 2025transcriptView originalprepared remarksQ&A
Q4 FY25YoYFY25
Revenue$2.4B+30.0%$9.1B
Net income$556.0M––
Op income––$2.1B
EPS (dil.)$2.59–$8.10
EPS (basic)–––
Gross margin37.9%+1.7pp
Op margin26.2%+2.7pp
Q3 2025$2.2B+30.5%$340.0M$1.57Apr 29, 2025
Earnings filing (8-K)10-QFiled Apr 29, 2025, 4:09 PM ET
Earnings call · Apr 29, 2025transcriptView originalprepared remarksQ&A
Q3 FY25YoY9M FY25
Revenue$2.2B+30.5%$6.7B
Net income$340.0M+1260.0%$981.0M
Op income$431.0M+201.4%$1.3B
EPS (dil.)$1.57+1208.3%$4.52
EPS (basic)$1.60+1233.3%$4.65
Gross margin35.2%+9.5pp
Op margin20.0%+11.4pp
Net margin15.7%+14.2pp
Q2 2025$2.3B+49.5%$336.0M$1.55Jan 21, 2025
Earnings filing (8-K)
Earnings call · Jan 21, 2025transcriptView original
Q2 FY25YoY6M FY25
Revenue$2.3B+49.5%$4.5B
Net income$336.0M-1873.7%$641.0M
Op income$488.0M+293.6%$891.0M
EPS (dil.)$1.55-1822.2%$2.95
EPS (basic)$1.58-1855.6%$3.04
Gross margin34.9%+11.6pp
Op margin21.0%+13.0pp
Net margin14.4%+15.7pp
Q1 2025––––Oct 22, 2024
Q1 FY25YoY
Revenue––
Net income––
Op income––
EPS (dil.)––
EPS (basic)––

IR event calendar

Upcoming

No upcoming events scheduled.

Past
  • Seagate Technology Fiscal Fourth Quarter and Fiscal Year 2026 Conference CallJul 28, 2026, 2:00 PM
    webcastdocumentpress_releasetranscriptwebcast
  • Bank of America Global Technology Conference 2026Jun 2, 2026, 11:20 AM
    webcastwebcast
  • TD Cowen 54th Annual Technology, Media and Telecom ConferenceMay 27, 2026, 6:40 AM
    webcastwebcast
  • J.P. Morgan 2026 Global Technology, Media and Communications ConferenceMay 18, 2026, 6:45 AM
    webcastwebcast
  • Seagate Technology Fiscal Third Quarter 2026 Conference CallApr 28, 2026, 2:00 PM
    webcastdocumentpress_releasetranscriptwebcast
  • Morgan Stanley Technology, Media & Telecom ConferenceMar 3, 2026, 10:45 AM
    webcastwebcast

+53 more

IR event calendar last checked 2026-08-15 07:00:14+00; events announced since are not shown.

Filing coverage

67 filings indexed · 51,365 XBRL facts
FilingDatePeriodSectionsTables
10-K2026-08-04–6756
8-K2026-07-28Q4 202690
8-K2026-06-12–20
8-K2026-05-28–10
8-K2026-05-21–10
8-K2026-05-06–10
10-Q2026-04-29–4834
8-K2026-04-28Q3 202690
8-K2026-02-19–30
8-K2026-02-12–30

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