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Micron Technology vs Western Digital: MU and WDC compared
Micron Technology is the larger company: $54.2B of revenue in its latest quarter (Q4 FY26) against $4.4B for Western Digital (Q1 FY27). Micron Technology is growing faster (+379% against +56% a year earlier). Micron Technology is more profitable, with an operating margin of 80.7% against 46.7%.
Where the money goes: MU and WDC
Micron Technology (MU) · Q4 FY26
Micron Technology, Q4 FY26: revenue $54.2B (+379% year over year), operating margin 80.7%, net earnings $37.7B, operating cash flow $44.0B. The chart follows the revenue to costs, profit and cash.
Western Digital (WDC) · Q1 FY27
Western Digital, Q1 FY27: revenue $4.4B (+56% year over year), operating margin 46.7%, net earnings $1.8B, operating cash flow $1.6B. The chart follows the revenue to costs, profit and cash.
| Micron Technology (MU) | Western Digital (WDC) | |
|---|---|---|
| Latest quarter | Q4 FY26 | Q1 FY27 |
| Revenue | $54.2B | $4.4B |
| Revenue growth, Y/Y | +379% | +56% |
| Gross margin | 86.8% | 57.8% |
| Operating margin | 80.7% | 46.7% |
| Net earnings | $37.7B | $1.8B |
| Net margin | 69.5% | 40.6% |
| Operating cash flow | $44.0B | $1.6B |
| Free cash flow | $32.9B | $1.4B |
| Market value | $751.6B | $102.8B |
| P/E | 8.8× | 10.4× |
| Analysts’ mean target | $1561.91 | $613.38 |
Where the revenue comes from
Micron Technology
- DRAM: $39.8B (73%)
- NAND: $14.1B (26%)
- Other (primarily NOR): $356M (1%)
Western Digital
- Cloud: $3.9B (88%)
- Client: $320M (7%)
- Consumer: $193M (4%)
Questions
Which is bigger, Micron Technology or Western Digital?
Micron Technology is the larger company: $54.2B of revenue in its latest quarter (Q4 FY26) against $4.4B for Western Digital (Q1 FY27).
Is Micron Technology or Western Digital growing faster?
Micron Technology is growing faster (+379% against +56% a year earlier).
Which is more profitable, Micron Technology or Western Digital?
Micron Technology is more profitable, with an operating margin of 80.7% against 46.7%.
More: Micron Technology earnings · how Micron Technology makes money · Western Digital earnings · how Western Digital makes money
From the companies' latest 10-Q, 10-K or earnings release (10-K filed Oct 9, 2026; 10-Q filed Oct 23, 2026). Fiscal quarters can end on different dates. Not investment advice.