Dell Technologies reports Q4 adjusted EPS $3.89, consensus $3.51

Reports Q4 revenue $33.38B, consensus $31.68B. “FY26 was a defining year in our company’s history, with record full-year revenue of $113.5 billion, record EPS, and record cash generation. The AI opportunity is transforming our company. We closed more than $64 billion in AI-optimized server orders, shipped more than $25 billion throughout the year, and are entering FY27 with record backlog of $43 billion – powerful proof that our engineering leadership and differentiated AI solutions are winning,” said Jeff Clarke, vice chairman and COO.