WD guides fiscal Q3 2026 revenue to about $3.2 billion, up roughly 40%, with non-GAAP EPS of $2.30

The January 29 release guided fiscal third-quarter 2026 revenue to $3.2 billion, plus or minus $100 million, which is about 40% growth from a year earlier. Non-GAAP gross margin was guided to 47% to 48% and non-GAAP diluted EPS to $2.30, plus or minus $0.15. Traders read the numbers as a strong step up in margin and profit ahead of the next report.

• Q3 FY2026 revenue guidance of $3.2 billion, plus or minus $100 million
• Implied growth of about 40% year over year at the midpoint
• Non-GAAP gross margin guided to 47% to 48%
• Non-GAAP diluted EPS guided to $2.30, plus or minus $0.15