金吾财讯 | 西部数据（WDC）披露财报，本季度营收44亿美元，其中云业务营收39亿美元，占总营收88%；客户端业务营收3.2亿美元，占7%；消费级业务营收1.93亿美元，占5%。当期营业利润22亿美元，同比增长152%，摊薄后每股收益4.64美元，摊薄股数3.83亿股；季度自由现金流14亿美元，通过股票回购及股息合计向股东返还11亿美元。每TB平均售价同比增幅扩大至28%，高于上个季度高双位数水平；运营费用3.91亿美元，约占营收9%，季末净现金头寸5亿美元。公司给出2027财年第二季度指引：营收51亿美元，区间±1亿美元；毛利率60%-61%；摊薄后每股收益5.80美元，区间±0.20美元；运营费用4亿至4.1亿美元，环比上升，主要源于产品认证项目费用增加。管理层预计未来五年资本支出平均占营收4%-6%，未来两年占比会略高于该区间。对比此前2027财年一季度指引，本次营收、毛利率、EPS指引均上调，前次指引为营收41亿美元（±1亿）、毛利率55%-56%、EPS4美元（±0.15美元）。
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