HP Enterprise reports Q4 EPS 62c, consensus 58c

Reports Q4 revenue $9.68B, consensus $9.91B. Server revenue was $4.5 billion, down 5% from the prior-year period in actual dollars and in constant currency(1), with 9.8% operating profit margin, compared to 11.6% from the prior-year period. Networking revenue was $2.8 billion, up 150% from the prior-year period in actual dollars and in constant currency(1), with 23% operating profit margin, compared to 24.4% from the prior-year period. Hybrid Cloud revenue was $1.4 billion, down 12% from the prior-year period in actual dollars and 13% in constant currency(1), with 5% operating profit margin, compared to 7.8% from the prior-year period. “HPE finished a transformative year with a strong fourth quarter of profitable growth and disciplined execution,” said Antonio Neri, president and CEO of HPE. “During the year, we completed the Juniper Networks acquisition, further scaled our AI and Cloud businesses, and accelerated innovation across our portfolio, giving HPE momentum to advance our strategic priorities in fiscal 2026.”