NASDAQ$STX

Seagate Technology PLC · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Seagate's Q4 2024 financial performance showcased revenue growth and strong profitability.

Seagate reported a strong Q4 2024 with revenue of $1.89 billion, an 18% increase year-over-year, and GAAP EPS of $2.39 and non-GAAP EPS of $1.05. The company generated $434 million in cash flow from operations and $380 million in free cash flow. Seagate is focused on driving profitability and executing its mass capacity product roadmap in fiscal year 2025.

  • Revenue reached $1.89 billion, reflecting an 18% year-over-year increase.
  • GAAP diluted EPS was reported at $2.39, while non-GAAP diluted EPS stood at $1.05.
  • The company generated $434 million in cash flow from operations and $380 million in free cash flow.
  • Seagate returned $147 million to shareholders through dividends.

Headline financials

Total Revenue

$1.89B

Previous: $1.6B+17.8%
EPS (adj)

$1.05

Previous: -$0.18+683.3%
GAAP Gross Margin

31.8%

No prior period
Non-GAAP Gross Margin

30.9%

No prior period
GAAP Operating Margin

16.6%

No prior period
Non-GAAP Operating Margin

17.3%

No prior period
Dividend per Share

$0.70

No prior period
Capital Expenditures

-$54M

Previous: $50M-208.0%
Net Income

$513M

Previous: -$92M+657.6%
Operating Income

$314M

Previous: $26M+1107.7%
Gross Profit

$600M

Previous: $304M+97.4%
R&D Expense

$158M

No prior period
Stock-Based Comp

$38M

Previous: $22M+72.7%

Revenue & EPS history

Seagate · Revenue · Quarterly

$1.89B

Q4 2024+17.8%vs Q4 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

For fiscal first quarter 2025, Seagate expects revenue of $2.10 billion, plus or minus $150 million, and non-GAAP diluted EPS of $1.40, plus or minus $0.20.

Tailwinds

  • Revenue expected to be $2.10 billion, plus or minus $150 million.
  • Non-GAAP diluted EPS projected at $1.40, plus or minus $0.20.
  • Guidance excludes known pre-tax charges related to estimated share-based compensation expenses of $0.16 per share.
  • Focus on profitability and maintaining supply discipline.
  • Continued execution of mass capacity product roadmap anchored by HAMR technology.

Headwinds

  • Actual results may differ materially due to various factors.
  • Material items that may impact GAAP measures are out of the company's control and/or cannot be reasonably predicted.
  • These unpredictable items include accelerated depreciation, impairment charges, and income tax adjustments.
  • A reconciliation of non-GAAP diluted EPS guidance to corresponding GAAP measures is not available without unreasonable effort.
  • Market conditions and other external factors could impact financial performance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.1%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+6.4%

Avg return

30 days after

52%

35 / 67 earnings

Positive

+22.0%

Q2 2026

Best reaction

-23.9%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-3.4%+27.5%+52.1%
Q2 2026+22.0%+16.5%+9.7%
Q1 2026+19.1%+19.1%+24.1%
Q3 2025+11.6%+14.7%+44.5%
Q2 2025+10.8%+10.8%+5.1%
Q1 2025-7.9%-8.4%-11.1%
Q4 2024+3.2%-2.4%-2.8%
Q3 2024+2.3%+1.0%+9.7%
Q2 2024+2.0%-0.7%-1.4%
Q1 2024+1.6%+1.7%+13.4%
Q4 2023+6.7%+9.0%+10.6%
Q3 2023-10.2%-10.8%-1.0%
Q2 2023+10.9%+7.3%+6.2%
Q1 2023-10.4%-14.4%-5.7%
Q4 2022-6.4%-7.4%-2.6%
Q3 2022+3.7%+4.1%+11.3%
Q2 2022+9.4%+13.1%+10.7%
Q1 2022+8.4%+7.0%+22.5%
Q4 2021-2.7%+0.9%+4.6%
Q3 2021+6.3%+12.3%+12.0%
Q2 2021-2.3%+5.6%+19.1%
Q1 2021-1.8%-6.1%+7.6%
Q4 2020-10.6%-8.8%-8.1%
Q3 2020-3.7%-1.4%+2.5%
Q2 2020-5.6%-6.6%-13.3%
Q1 2020+0.1%-0.3%+2.8%
Q4 2019-3.9%-3.6%+8.5%
Q3 2019+7.5%+10.4%-2.3%
Q2 2019-0.3%-0.5%+2.2%
Q1 2019+4.6%+6.6%+0.3%
Q4 2018-3.8%-1.5%+2.4%
Q3 2018-5.5%-3.8%-2.7%
Q2 2018+0.1%-5.8%-2.8%
Q1 2018+11.2%+5.6%+15.4%
Q4 2017-18.7%-18.0%-22.0%
Q3 2017-16.3%-16.5%-15.8%
Q2 2017+17.3%+22.4%+30.3%
Q1 2017-1.0%-2.3%+11.2%
Q4 2016-5.2%-0.9%+3.9%
Q3 2016-23.9%
Q2 2016+13.6%
Q1 2016+2.2%
Q4 2015+0.3%
Q3 2015+5.7%
Q2 2015-10.8%
Q1 2015+1.9%
Q4 2014-4.1%
Q3 2014-0.0%
Q2 2014-12.0%
Q1 2014-3.1%
Q4 2013-6.6%
Q3 2013+8.0%
Q2 2013-9.0%
Q1 2013+1.1%
Q4 2012+0.0%
Q3 2012+7.8%
Q2 2012+21.8%
Q1 2012-11.4%
Q4 2009-12.9%
Q4 2011-12.9%
Q3 2011-1.3%
Q3 2010-1.3%
Q2 2011+0.5%
Q2 2010+0.5%
Q4 2010+0.9%
Q1 2011+0.9%
Q1 2010+0.9%

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