Seagate Technology Holdings plc（STX）股票——这是一门好生意吗？

Seagate Technology Holdings plc（STX）股票——这是一门好生意吗？ — InspectStocks

Just reported

Q1 FY2027 results

From Seagate Technology's results release of 2026年10月27日; its quarterly report has since been filed.

Revenue
Actual
US$4.23B
+61% y/y
+17% q/q
Guided
US$4.1B
midpoint
Above guide+3.2%
EPS, GAAP
Actual
US$7.59
+212% y/y
+35% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$2.06B
+197% y/y
+32% q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

RevenueUS$4.7B – US$4.9B+70% y/y First given
EPS, adjustedUS$9.00 – US$9.40First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

怎么赚钱

Data Center storage81%
Edge Internet of Things storage19%

各项收入占比是对Q4 fiscal 2026的估算，并非来自已提交报告的数字。

竞争对手

WDCWestern Digital Corporation
A
规模
US$117.2B
利润率
69.2%
TOSYYToshiba Electronic Devices & Storage Corporation
SSNLFSamsung Electronics
MUMicron Technology
A
规模
US$918.5B
利润率
63.8%

卖什么6

Data Center hard disk drives
High-capacity drives used by cloud operators and businesses to store large volumes of data, including data used for applications, backups and archives.
Storage systems
Equipment that combines storage drives into systems for cloud, enterprise and other large-scale data storage.
Edge Internet of Things hard drives
Drives for data stored near where it is created, including in industrial, commercial and consumer settings.

再显示 3 项

Branded consumer storage products
Storage products sold under Seagate brands through retailers and distribution partners for personal storage, gaming and creative work.
Mozaic 3+ drives
Hard drives using Seagate's heat-assisted magnetic recording technology; management said these drives were qualified and in production at major cloud customers.
Mozaic 4+ drives
A newer generation of Seagate heat-assisted magnetic recording hard drives, being introduced with large cloud customers.

谁在买5

Large cloud service providers and hyperscale cloud operators buy high-capacity drives, often using longer-term demand plans and purchase orders under master purchase agreements.
Original equipment manufacturers buy Seagate drives and incorporate them into computer systems and data center equipment.
Enterprise organizations buy storage for private data centers and business applications, directly or through sales partners.

再显示 2 项

Distributors and third-party resellers buy products for sale to industrial, commercial and consumer buyers.
Retailers sell Seagate-branded storage products to consumers, gamers and creative professionals.

靠什么支撑，什么会击垮它

业务依赖什么

1A limited number of major customers account for a significant portion of revenue, including large cloud operators and cloud service providers.
2Manufacturing depends on critical components and raw materials, some available from a limited number of suppliers, including rare earth elements and specialized materials.
3The business depends on qualifying and manufacturing new hard drive technologies and on moving those products through complex factory transitions.
4Most business comes from Data Center customers, so their purchasing plans and data center investment cycles affect demand.

可能出什么问题

1If a major cloud or other key customer delays, reduces or cancels purchases, Seagate may lose substantial sales; demand plans and purchase orders can change.
2If new drives do not meet customer requirements or are not accepted on time, product transitions may disrupt sales and leave Seagate less able to compete with other hard drive makers and alternative storage technologies.
3Shortages or delays involving critical components, raw materials or single-source suppliers could interrupt production, raise costs or delay product development.

完整财务报表 →

关于Seagate Technology Holdings plc

Seagate designs and manufactures hard disk drives (HDDs) and storage systems that hold large amounts of digital information. Cloud and enterprise customers use them in data centers for stored data, backups and archives; other products store data near where it is created, including in industrial equipment and consumer devices. It sells directly and through original equipment manufacturers, distributors, retailers and other resellers.

总部: Singapore
成立于: 1979
员工人数: 30,000 (July 3, 2026, high)
上市于: Nasdaq
财年结束: Fiscal 2026 ended July 3, 2026; the year-end date varies

基于 Seagate Technology Holdings plc 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported

Q1 FY2027 results

From Seagate Technology's results release of 2026年10月27日; its quarterly report has since been filed.

Revenue
Actual
US$4.23B
+61% y/y
+17% q/q
Guided
US$4.1B
midpoint
Above guide+3.2%
EPS, GAAP
Actual
US$7.59
+212% y/y
+35% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$2.06B
+197% y/y
+32% q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

RevenueUS$4.7B – US$4.9B+70% y/y First given
EPS, adjustedUS$9.00 – US$9.40First given

The full earnings report →

Keep exploring

The themes Seagate Technology is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

怎么赚钱

Data Center storage81%
Edge Internet of Things storage19%

各项收入占比是对Q4 fiscal 2026的估算，并非来自已提交报告的数字。

竞争对手

WDCWestern Digital Corporation
A
规模
US$117.2B
利润率
69.2%
TOSYYToshiba Electronic Devices & Storage Corporation
SSNLFSamsung Electronics
MUMicron Technology
A
规模
US$918.5B
利润率
63.8%

卖什么6

Data Center hard disk drives
High-capacity drives used by cloud operators and businesses to store large volumes of data, including data used for applications, backups and archives.
Storage systems
Equipment that combines storage drives into systems for cloud, enterprise and other large-scale data storage.
Edge Internet of Things hard drives
Drives for data stored near where it is created, including in industrial, commercial and consumer settings.

再显示 3 项

Branded consumer storage products
Storage products sold under Seagate brands through retailers and distribution partners for personal storage, gaming and creative work.
Mozaic 3+ drives
Hard drives using Seagate's heat-assisted magnetic recording technology; management said these drives were qualified and in production at major cloud customers.
Mozaic 4+ drives
A newer generation of Seagate heat-assisted magnetic recording hard drives, being introduced with large cloud customers.

谁在买5

Large cloud service providers and hyperscale cloud operators buy high-capacity drives, often using longer-term demand plans and purchase orders under master purchase agreements.
Original equipment manufacturers buy Seagate drives and incorporate them into computer systems and data center equipment.
Enterprise organizations buy storage for private data centers and business applications, directly or through sales partners.

再显示 2 项

Distributors and third-party resellers buy products for sale to industrial, commercial and consumer buyers.
Retailers sell Seagate-branded storage products to consumers, gamers and creative professionals.

靠什么支撑，什么会击垮它

业务依赖什么

1A limited number of major customers account for a significant portion of revenue, including large cloud operators and cloud service providers.
2Manufacturing depends on critical components and raw materials, some available from a limited number of suppliers, including rare earth elements and specialized materials.
3The business depends on qualifying and manufacturing new hard drive technologies and on moving those products through complex factory transitions.
4Most business comes from Data Center customers, so their purchasing plans and data center investment cycles affect demand.

可能出什么问题

1If a major cloud or other key customer delays, reduces or cancels purchases, Seagate may lose substantial sales; demand plans and purchase orders can change.
2If new drives do not meet customer requirements or are not accepted on time, product transitions may disrupt sales and leave Seagate less able to compete with other hard drive makers and alternative storage technologies.
3Shortages or delays involving critical components, raw materials or single-source suppliers could interrupt production, raise costs or delay product development.

完整财务报表 →

关于Seagate Technology Holdings plc

总部: Singapore
成立于: 1979
员工人数: 30,000 (July 3, 2026, high)
上市于: Nasdaq
财年结束: Fiscal 2026 ended July 3, 2026; the year-end date varies

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Seagate Technology Holdings plc

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Seagate Technology Holdings plc

Keep exploring

The themes it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI servers, memory & storage

Seagate Technology Holdings plc

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Seagate Technology Holdings plc

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Seagate Technology Holdings plc

Keep exploring

The themes it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI servers, memory & storage

Seagate Technology Holdings plc

历史表现

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势