Seagate Technology Holdings PLC Ordinary Shares (Ireland) (STX) earnings date & stock reaction
STX · Seagate Technology Holdings PLC Ordinary Shares (Ireland) · IT
Seagate Technology Holdings PLC Ordinary Shares (Ireland) earnings date & time
Schedule
- Korea time (KST)
- Wed, October 28
- Reporting pattern
- 12 of last 12 after close
- Typical move
- ±7.9% · 12-report avg
What the market expects
Consensus EPS
$7.35Coming in above this counts as a beat
- Year-ago quarter
- $2.61→+181.6%
- Guided revenue
- $3.6B→$4.1B+13.0%
- Guided EPS
- $5.71→$7.30+27.8%
“We delivered fiscal year revenue growth of 34%, led by cloud customers' demand for data storage solutions, amplified by the adoption of AI-enhanced applications.”
“We expect September quarter revenue to be in a range of $4.1 billion ± $100 million, which represents a 56% year-over-year improvement at the midpoint.”
- ▲Data center-led revenue growth
- Data center revenue was $2.9 billion this quarter, up 57% vs last year.
- Data center accounted for 89% of total exabyte shipments, driving overall growth.
- ▲Significant improvement in profitability
- Non-GAAP gross margin was 52.7%, improving 570bps from 47% in the previous quarter.
- Non-GAAP EPS was $5.71, a 121% increase vs last year.
- ▲Strong cash flow and balance sheet
- Generated $1.1 billion in free cash flow this quarter, the highest in over a decade.
- Retired $302 million in debt this quarter and $1.4 billion for the full fiscal year.
- ▼Conservative exabyte growth target
- The company maintains a mid-20% growth target for exabytes, which is conservative compared to the recent explosive growth.
- ▼Operational burden from manufacturing transition
- Transitioning to HAMR technology requires pausing factory operations, which may impact production cycles.
Seagate Technology Holdings PLC Ordinary Shares (Ireland) (STX) rose the day after earnings in 11 of its last 12 reports (92%), moving ±7.9% on average. It has fallen despite beating the consensus estimate 1 times.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
1/12 beats fell next day · watches Nearline HDD · price
- Jul 2026 report+2.3%
- Apr 2026 report+11.1%
- Jan 2026 report+19.1%
- Oct 2025 report+19.1%
- Jun 2025 report+6.5%
- Mar 2025 report+11.6%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 7/2026 | 2026-07-28 | +12.1% | +2.3% | +13.1% |
| 4/2026 | 2026-04-28 | +16.8% | +11.1% | +33.2% |
| 1/2026 | 2026-01-27 | +9.6% | +19.1% | +19.6% |
| 10/2025 | 2025-10-28 | +8.8% | +19.1% | +12.3% |
| 6/2025 | 2025-07-30 | +6.0% | +6.5% | -0.1% |
| 3/2025 | 2025-04-29 | +9.2% | +11.6% | +15.1% |
12 reports, quarters ending 9/2023 to 7/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Seagate Technology Holdings PLC Ordinary Shares (Ireland) earnings date?
The next Seagate Technology Holdings PLC Ordinary Shares (Ireland) (STX) earnings report is expected Tue, October 27 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Seagate Technology Holdings PLC Ordinary Shares (Ireland)'s next earnings?
Analysts expect EPS of about $7.35 for Seagate Technology Holdings PLC Ordinary Shares (Ireland) (STX). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Seagate Technology Holdings PLC Ordinary Shares (Ireland) (STX) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 11 of them (92%). The average move on earnings day was ±7.9%.
Does Seagate Technology Holdings PLC Ordinary Shares (Ireland) react more to the earnings numbers or to guidance?
In 1 of the last 12 reports (8%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Seagate Technology Holdings PLC Ordinary Shares (Ireland) stock fall even when earnings are good?
Yes. In 1 of the last 12 reports, Seagate Technology Holdings PLC Ordinary Shares (Ireland) fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Seagate Technology Holdings PLC Ordinary Shares (Ireland) stock keep moving after the earnings day?
Over the last 12 reports, the move continued in the same direction for the following five trading days 50% of the time. This tendency is known as post-earnings announcement drift.