Other

Defined Benefit Plan Funded Status

Western Digital Defined Benefit Plan Funded Status increased by 3.8% to -$75.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 10.3%, from -$68.00M to -$75.00M. Over 5 years (FY 2020 to FY 2025), Defined Benefit Plan Funded Status shows an upward trend with a -14.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalHigher is better
VolatilityModerate
First reportedQ4 2018
Last reportedQ3 2026Apr 30, 2026

How to read this metric

A higher or positive status indicates a well-funded plan, whereas a negative status signals potential future cash outflows to cover deficits.

Detailed definition

The funded status is the difference between the fair value of pension plan assets and the projected benefit obligation....

Peer comparison

Aerospace and defense companies often manage large pension liabilities, and investors compare funded status to assess the risk of future cash calls.

Metric ID: defined_benefit_plan_funded_status

Historical Data

21 periods
 Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Value-$153.00M-$132.00M-$130.00M-$130.00M-$129.00M-$105.00M-$98.00M-$107.00M-$111.00M-$88.00M-$85.00M-$85.00M-$82.00M-$60.00M-$69.00M-$68.00M-$68.00M-$68.00M-$71.00M-$78.00M-$75.00M
QoQ Change+13.7%+1.5%+0.0%+0.8%+18.6%+6.7%-9.2%-3.7%+20.7%+3.4%+0.0%+3.5%+26.8%-15.0%+1.4%+0.0%+0.0%-4.4%-9.9%+3.8%
YoY Change+15.7%+20.5%+24.6%+17.7%+14.0%+16.2%+13.3%+20.6%+26.1%+31.8%+18.8%+20.0%+17.1%-13.3%-2.9%-14.7%-10.3%
Range-$153.00M-$60.00M
CAGR-13.3%
Avg YoY Growth+12.6%
Median YoY Growth+17.1%

Frequently Asked Questions

What is Western Digital's defined benefit plan funded status?
Western Digital (WDC) reported defined benefit plan funded status of -$75.00M in Q1 2026.
How has Western Digital's defined benefit plan funded status changed year-over-year?
Western Digital's defined benefit plan funded status decreased by 10.3% year-over-year, from -$68.00M to -$75.00M.
What is the long-term trend for Western Digital's defined benefit plan funded status?
Over 5 years (2020 to 2025), Western Digital's defined benefit plan funded status has grown at a -14.7% compound annual growth rate (CAGR), from -$151.00M to -$68.00M.
What does defined benefit plan funded status mean?
The difference between the money set aside for pensions and the amount the company owes to retirees.