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Seagate Technology Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $3.51 |
| EPS actual | $4.10 |
| EPS Surprise | 16.81% |
| Revenue estimate | 2.961B |
| Revenue actual | 3.112B |
| Revenue Surprise | 5.10% |
| Release date | Jan 27, 2026 |
| EPS estimate | $2.78 |
| EPS actual | $3.11 |
| EPS Surprise | 11.87% |
| Revenue estimate | 2.726B |
| Revenue actual | 2.825B |
| Revenue Surprise | 3.63% |
| Release date | Oct 28, 2025 |
| EPS estimate | $2.40 |
| EPS actual | $2.61 |
| EPS Surprise | 8.75% |
| Revenue estimate | 2.548B |
| Revenue actual | 2.629B |
| Revenue Surprise | 3.18% |
| Release date | Jul 29, 2025 |
| EPS estimate | $2.45 |
| EPS actual | $2.59 |
| EPS Surprise | 5.71% |
| Revenue estimate | 2.421B |
| Revenue actual | 2.444B |
| Revenue Surprise | 0.93% |
Last 4 Quarters for Seagate Technology
Below you can see how STX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $152.68 |
| EPS estimate | $2.45 |
| EPS actual | $2.59 |
| EPS surprise | 5.71% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $152.76 |
| Jul 24, 2025 | $152.73 |
| Jul 25, 2025 | $150.89 |
| Jul 28, 2025 | $150.46 |
| Jul 29, 2025 | $152.68 |
| Jul 30, 2025 | $147.42 |
| Jul 31, 2025 | $157.01 |
| Aug 01, 2025 | $154.81 |
| Aug 04, 2025 | $154.81 |
| 4 days before | -0.0524% |
| 4 days after | 1.40% |
| On release day | -3.45% |
| Change in period | 1.34% |
| Release date | Oct 28, 2025 |
| Price on release | $223.00 |
| EPS estimate | $2.40 |
| EPS actual | $2.61 |
| EPS surprise | 8.75% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $215.05 |
| Oct 23, 2025 | $226.41 |
| Oct 24, 2025 | $234.12 |
| Oct 27, 2025 | $230.32 |
| Oct 28, 2025 | $223.00 |
| Oct 29, 2025 | $265.62 |
| Oct 30, 2025 | $268.34 |
| Oct 31, 2025 | $255.88 |
| Nov 03, 2025 | $265.55 |
| 4 days before | 3.70% |
| 4 days after | 19.08% |
| On release day | 19.11% |
| Change in period | 23.48% |
| Release date | Jan 27, 2026 |
| Price on release | $371.76 |
| EPS estimate | $2.78 |
| EPS actual | $3.11 |
| EPS surprise | 11.87% |
| Date | Price |
|---|---|
| Jan 21, 2026 | $344.31 |
| Jan 22, 2026 | $346.53 |
| Jan 23, 2026 | $346.10 |
| Jan 26, 2026 | $358.29 |
| Jan 27, 2026 | $371.76 |
| Jan 28, 2026 | $442.93 |
| Jan 29, 2026 | $446.57 |
| Jan 30, 2026 | $407.69 |
| Feb 02, 2026 | $432.95 |
| 4 days before | 7.97% |
| 4 days after | 16.46% |
| On release day | 19.14% |
| Change in period | 25.74% |
| Release date | Apr 28, 2026 |
| Price on release | $579.03 |
| EPS estimate | $3.51 |
| EPS actual | $4.10 |
| EPS surprise | 16.81% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $579.88 |
| Apr 23, 2026 | $587.62 |
| Apr 24, 2026 | $586.25 |
| Apr 27, 2026 | $595.86 |
| Apr 28, 2026 | $579.03 |
| Apr 29, 2026 | $643.30 |
| Apr 30, 2026 | $673.64 |
| May 01, 2026 | $726.93 |
| May 04, 2026 | $738.54 |
| 4 days before | -0.147% |
| 4 days after | 27.55% |
| On release day | 11.10% |
| Change in period | 27.36% |
Seagate Technology Earnings Call Transcript Summary of Q2 2026
Seagate reported a record December quarter (fiscal Q2 2026) driven by strong data-center demand and successful product transitions to HAMR (Mozaic) drives. Key financials: revenue $2.83B (+22% YoY, +7% sequential), non-GAAP gross margin 42.2%, non-GAAP operating margin 31.9%, non-GAAP EPS $3.11, 190 exabytes shipped (+26% YoY). The company generated $607M free cash flow, retired ~$500M of gross debt, exited the quarter with ~$1.0B cash and ~$2.3B liquidity, and improved net leverage to ~1.1x. Seagate says HAMR is ramping (Mozaic 3 qualified with major U.S. CSPs; Mozaic 4 qualifications progressing) and expects continued exabyte growth driven by cloud, video, and emerging AI workloads. Nearline capacity is fully allocated through calendar 2026; management expects to begin taking orders for H1 2027 in coming months. March-quarter guidance: revenue $2.9B ±$0.1B, non-GAAP EPS $3.40 ±$0.20, continued sequential improvement in revenue and profitability. Strategy highlights: maintain supply discipline, push areal-density transitions (3→4 TB per platter and beyond) to meet exabyte demand without raising unit production, and prioritize margin expansion and cash generation. Risks noted include forward-looking uncertainty, contract rolloffs, and execution on HAMR ramp and manufacturing yields.
