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Dell Technologies (DELL)
NYSE:DELL
Earnings Data
Report Date
Feb 26, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
3.5Last Year’s EPS
2.68Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Dell Technologies reported a record third quarter with strong growth in revenue and EPS, driven by significant demand for AI servers and improved ISG and CSG performance. However, challenges such as declining consumer revenue and increased commodity costs were noted. Overall, the positive aspects, particularly in AI growth and shareholder returns, outweigh the challenges.Company Guidance
Record Revenue and Earnings
Dell Technologies achieved record revenue of $27 billion, up 11% year-over-year, and record EPS of $2.59, up 17%.
AI Server Orders Surge
AI server orders reached $12.3 billion in the third quarter, bringing the year-to-date total to $30 billion, with a record backlog of $18.4 billion.
ISG and CSG Growth
Infrastructure Solutions Group (ISG) revenue was a Q3 record at $14.1 billion, up 24%, while Client Solutions Group (CSG) revenue increased by 3% to $12.5 billion.
Strong Cash Flow and Shareholder Returns
Dell generated $1.2 billion in cash flow from operations and returned $1.6 billion to shareholders, including share repurchases.
Improved Storage Demand
PowerStore storage demand has grown for seven consecutive quarters, with strong demand across Dell's IP portfolio.
DELL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DELL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 25, 2025 | $125.92 | $133.26 | +5.83% |
Aug 28, 2025 | $133.57 | $121.72 | -8.87% |
May 29, 2025 | $112.76 | $110.42 | -2.08% |
Feb 27, 2025 | $106.33 | $101.33 | -4.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dell Technologies (DELL) report earnings?
Dell Technologies (DELL) is schdueled to report earning on Feb 26, 2026, Before Open (Confirmed).
What is Dell Technologies (DELL) earnings time?
Dell Technologies (DELL) earnings time is at Feb 26, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DELL EPS forecast?
DELL EPS forecast for the fiscal quarter 2026 (Q4) is 3.5.
