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Dell Technologies (GB:0A7D)
:0A7D
Earnings Data
Report Date
May 29, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
1.75Last Year’s EPS
1.27Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: -9.03%
|Next Earnings Date:May 29, 2025
Earnings Call Sentiment|Positive
Dell Technologies showed strong financial performance in FY '25, with significant growth in revenue and EPS. The AI business and ISG are major growth drivers, and the company is optimistic about its FY '26 outlook, expecting substantial growth in AI server shipments. However, challenges persist in the consumer market, and there is a competitive pricing environment that could impact margins.Company Guidance
During Dell Technologies' fiscal year 2025 fourth-quarter earnings call, the company provided guidance for FY '26, anticipating revenue between $101 billion and $105 billion, with a midpoint growth of 8%. Dell expects its Infrastructure Solutions Group (ISG) to grow in the high teens, driven by at least $15 billion in AI server shipments. Meanwhile, the Client Solutions Group (CSG) is projected to grow low to mid-single digits, more weighted towards the second half of the year. Despite an anticipated decline in the gross margin rate by approximately 100 basis points due to a higher mix of AI-optimized servers, operating expenses are expected to decrease by low single digits year-over-year. Dell forecasts diluted non-GAAP EPS to increase by 14% to $9.30, plus or minus $0.25, with FY '26 Q1 revenue expected to be between $22.5 billion and $23.5 billion, representing a 3% increase at the midpoint.Strong Fiscal Year 2025 Performance
Dell Technologies reported FY '25 revenue of $95.6 billion, up 8%, and operating income of $8.5 billion. Record EPS was at $8.14, up 10%, with a cash flow of $4.5 billion.
AI Business Growth
Dell's AI business grew to $10 billion. AI orders demand was $1.7 billion in Q4 with $2.1 billion in shipments, and an AI backlog of roughly $9 billion.
Infrastructure Solutions Group (ISG) Growth
ISG revenue was $11.4 billion, up 22%. Servers and networking revenue hit a Q4 record at $6.6 billion, up 37%.
Dividend and Share Repurchase Program
Dell announced an 18% increase in their annual dividend to $2.10 per share and a $10 billion increase in share repurchase authorization.
Guidance for FY '26
Dell expects FY '26 revenue between $101 billion and $105 billion, with ISG to grow in high teens and CSG to grow low to mid-single digits. AI server shipments are projected to hit $15 billion.
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GB:0A7D 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
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GB:0A7D Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 27, 2025 | $110.80 | $100.80 | -9.02% |
| Nov 26, 2024 | $141.84 | $123.72 | -12.78% |
| Aug 29, 2024 | $111.31 | $114.48 | +2.84% |
| May 30, 2024 | $169.19 | $135.75 | -19.77% |
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.
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FAQ
When does Dell Technologies (GB:0A7D) report earnings?
Dell Technologies (GB:0A7D) is schdueled to report earning on May 29, 2025, TBA Not Confirmed.
What is Dell Technologies (GB:0A7D) earnings time?
Dell Technologies (GB:0A7D) earnings time is at May 29, 2025, TBA Not 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 the P/E ratio of Dell Technologies stock?
The P/E ratio of Dell Technologies is N/A.
What is GB:0A7D EPS forecast?
GB:0A7D EPS forecast for the fiscal quarter 2026 (Q1) is 1.75.
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