Seagate Technology
STX
$278.79 4.95%
Exchange: NASDAQ | Sector: Technology | Industry: Computer Hardware
Q3 2025
Published: May 2, 2025

Earnings Highlights

  • Revenue of $2.16B up 30.5% year-over-year
  • EPS of $1.57 increased by 1% from previous year
  • Gross margin of 35.2%
  • Net income of 340.00M
  • ""We continue to demonstrate strong financial leverage, expanding gross margin for the eighth straight quarter... This performance supported non-GAAP EPS performance at the top of our guidance range."" - Dave Mosley
STX
Seagate Technology Holdings plc

Executive Summary

Seagate Technology Holdings plc reported strong financial results for Q3 2025, with revenue reaching $2.16 billion, reflecting a 31% year-over-year increase despite a 7% sequential decrease due to temporary supply constraints. The company achieved an impressive non-GAAP gross margin of 36.2%, marking the eighth consecutive quarter of expansion, thanks to a favorable product mix and strategic pricing initiatives. Management emphasized the ongoing demand for mass capacity storage, particularly from cloud customers, and expressed confidence in future growth driven by the successful ramp-up of HAMR technology. Looking ahead, Seagate forecasts Q4 revenue in the range of $2.4 billion, indicating strong momentum through the remainder of 2025.

Key Performance Indicators

Revenue
Increasing
2.16B
QoQ: -7.10% | YoY: 30.51%
Gross Profit
Increasing
760.00M
35.19% margin
QoQ: -6.40% | YoY: 77.57%
Operating Income
Increasing
431.00M
QoQ: -11.68% | YoY: 179.87%
Net Income
Increasing
340.00M
QoQ: 1.19% | YoY: 1 260.00%
EPS
Increasing
1.60
QoQ: 1.50% | YoY: 1 236.48%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 2,629.00 2.43 +39.3% View
Q3 2025 2,160.00 1.57 +30.5% View
Q2 2025 2,325.00 1.55 +49.5% View
Q1 2025 2,168.00 1.41 +49.1% View
Q4 2024 1,887.00 2.39 +17.8% View