HDD双寡头吃满“AI基建红利”! 继希捷之后 西部数据(WDC.US)也实现炸裂式增长 净利润激增296%

| | | GAAP | | | | --- | --- | --- | --- | --- | | | Q2FY26 Q1FY26 | Q2FY25 | 0/0 | Y/Y | | Revenue | $3,017 $2,818 | $2.409 | +7% | +25% | | Gross Margin | 45.7% 43.5% | 37.7% | +220 bps | +800 bps | | Operating Income | $908 $792 | $560 | +15% | +62% | | Operating Margin | 30.1% 28.1% | 23.2% | +200 bps | +690 bps | | Diluted Net Income Attributable to Common Shareholders | $1,802 $1,154 | $455 | +56% | +296% | | Diluted Net Income Per Common Share | $4.73 $3.07 | $1.27 | +54% | +272% | 智通财经APP获悉，与闪迪、希捷共同 ...