Company facts
- Industry
- Computer Storage Devices
- Headquarters
- Singapore
- Most recent report
- 8-K, filed Sep 4, 2026
- Filings on record
- 1,008+ filings
- On EDGAR
- CIK 1137789
- Fiscal year ends
- June
- Filer status
- Large accelerated filer
Financials 8 of 32
News 8 of 111
Prospectuses and Registrations 8 of 11
- S-8 Registration statement for an employee plan Jan 30, 2026
- S-8 Registration statement for an employee plan Oct 20, 2021
- S-8 POS Post-effective amendment to an employee plan registration May 19, 2021
- S-8 POS Post-effective amendment to an employee plan registration May 19, 2021
- S-8 POS Post-effective amendment to an employee plan registration May 19, 2021
- S-8 POS Post-effective amendment to an employee plan registration May 19, 2021
- S-8 POS Post-effective amendment to an employee plan registration May 19, 2021
- S-8 POS Post-effective amendment to an employee plan registration May 19, 2021
Proxies 8 of 26
- DEFA14A Extra proxy material Sep 8, 2026
- DEF 14A Proxy statement for a shareholder vote Sep 8, 2026
- DEFR14A Oct 14, 2025
- DEFA14A Extra proxy material Sep 9, 2025
- DEF 14A Proxy statement for a shareholder vote Sep 9, 2025
- DEFA14A Extra proxy material Sep 3, 2024
- DEF 14A Proxy statement for a shareholder vote Sep 3, 2024
- DEFA14A Extra proxy material Sep 5, 2023
Ownership 8 of 808
- 4 Insider reported a trade Sep 3, 2026
- 4 Insider reported a trade Sep 3, 2026
- 144 Notice of a proposed sale of restricted stock Sep 1, 2026
- 144 Notice of a proposed sale of restricted stock Sep 1, 2026
- 4 Insider reported a trade Aug 26, 2026
- 4 Insider reported a trade Aug 24, 2026
- 4 Insider reported a trade Aug 24, 2026
- 4 Insider reported a trade Aug 24, 2026
Other 8 of 20
- ARS Annual report sent to shareholders Sep 8, 2026
- SD Conflict minerals disclosure Jun 1, 2026
- ARS Annual report sent to shareholders Sep 9, 2025
- SD Conflict minerals disclosure Jun 2, 2025
- SC TO-T/A Amended filing Mar 31, 2025
- CORRESP Reply to SEC staff Mar 19, 2025
- SC TO-T/A Amended filing Mar 19, 2025
- SC TO-T/A Amended filing Mar 14, 2025
What to read: FY2026 10-K
SECSift found 3 of 26 sections worth reading, with 0 positive, 9 notable, and 4 negative flags.
Risk Factors (Item 1A)
Multiple new quantified risks: 14% customer concentration, BIS settlement, Pillar Two tax hike, Mozaic HAMR transition.Notable- Cybersecurity risk now a single factor covering threats, AI evolution, and third-party exposures.
- Mozaic HAMR tech transition: risk of longer development/qualification cycles; failure could lose sales and share.
- Factory underutilization charges recorded in FY2024 and FY2023 due to demand slowdowns.
- Rare earth elements sourced from China; export restrictions could disrupt supply chain and operating results.
- Geopolitical risk factor now explicitly names Iran conflict as a concern alongside Ukraine and Middle East.
- Share buyback program resumed in Q1 FY2026 after being paused since December 2022 quarter.
Negative- One customer is 14% of FY2026 revenue, this new disclosure shows concentrated top-line risk.
- 2028 Notes: cash settlement required if exchanged, classified as current liability, reducing net working capital.
- BIS Settlement Agreement for Huawei sales: two of three audits done, suspended denial order could be lost.
Management's Discussion (Item 7)
Core financial results with strong growth; legal settlement and tax spike need attention.Financial Statements (Item 8)
Core financial data: revenue up 34% to $12.2B, net income $3.2B, equity turnaround.
What changed: FY2026 vs. FY2025
About 14% of STX's FY2026 10-K is new information. 105 paragraphs were added, 279 changed, and 246 removed. Below are the most important lines SECSift identified.
New
Changed
- Debt reduction: current year used $1.4B in exchanges (cash+shares) and repurchases; prior year was $1.1B repurchases plus $400M issuance. Management's Discussion (Item 7)
- Repurchase program usage: $4.8 billion remaining this period vs $5.0 billion last period, reflecting moderate buyback activity. Market for the Stock (Item 5)
- Debt future payments reorganized after exchange offer; 2028 Notes now $186M due. Financial Statements (Item 8)
- Cannon role changed from Chairperson of the Board to Lead Independent Director. Exhibits (Item 15)
- Covenant: net leverage ratio max 6.75x now specified (declining to 4.25x by mid-2027); prior year only mentioned one financial covenant. Management's Discussion (Item 7)
- Mosley title changed from CEO and Director to Board Chair and Chief Executive Officer. Exhibits (Item 15)
- Pillar Two tax language updated: now says 'expected to materially increase' starting FY2026, with Singapore and Thailand named. Risk Factors (Item 1A)
- Review frequency specification: 'at least annually' vs prior 'regularly'. Cybersecurity (Item 1C)
- Stockholder count dropped from 447 to 406, a sign of continued consolidation. Market for the Stock (Item 5)
- Total owned/leased space increased from 9.7 million to approximately 9.8 million sq ft. Properties (Item 2)
- Training exclusion added: manufacturing specialists with no digital access are exempt. Cybersecurity (Item 1C)
Removed
- Judy Bruner no longer listed as a director; she was in prior year. Exhibits (Item 15)
- Prior section had detailed Lyve as-a-service platform and SSD product lines; current streamlined. Business (Item 1)
- Prior year CTO John C. Morris plan for 18,581 shares not in current section. Other Information (Item 9B)
Everything here comes from Seagate Technology Holdings plc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 19, 2026, from the 10-K for FY2026.