Dell Technologies Inc. (DELL) Guidance & Earnings Results

On 2026-09-01 Dell Technologies Inc. raised guidance: "FY27 revenue raised to $192.0B from $167.0B (up 69% YoY); FY27 AI-Optimized Servers revenue raised to $74.0B from $60.0B (up 200% YoY); FY27 GAAP EPS raised to $24.37 from $17.31 (up 181% YoY); FY27 non-GAAP EPS raised…" — from its own filing, as read by EquiReason.

Source: SEC EDGAR filings · figures as of 2026-07-31 · read by EquiReason

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Computer Hardware · Technology

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Market cap: 292.1B
P/E TTM: 26.5
Dividend yield: 0.5%
52-week: —
Next earnings: 23 Nov, in 30 days

What management guided

each earnings 8-K · figures checked against the filing text

Release	Direction	What they said
1 Sep 26	Raised	FY27 revenue raised to $192.0B from $167.0B (up 69% YoY); FY27 AI-Optimized Servers revenue raised to $74.0B from $60.0B (up 200% YoY); FY27 GAAP EPS raised to $24.37 from $17.31 (up 181% YoY); FY27 non-GAAP EPS raised to $25.50 from $17.90 (up 148% YoY); Q3 FY27 revenue $49.0B (up 81% YoY); Q3 GAAP EPS $6.10 (up 168% YoY); Q3 non-GAAP EPS $6.50 (up 151% YoY) · full year
28 May 26	Raised	FY revenue $165-169B (midpoint $167B, +47% YoY), AI server ~$60B
26 Feb 26	Raised	FY27 revenue guidance $140B midpoint (+23% YoY); non-GAAP EPS $12.90 (+25%); AI server revenue ~$50B (+103%) · full year
25 Nov 25	Raised	FY26 revenue guidance raised to $111.7B (+17% YoY), AI server shipments to ~$25B (+150% YoY), non-GAAP diluted EPS to $9.92 (+22% YoY) · full year
28 Aug 25	Raised	FY26 revenue midpoint $107B (+12% YoY); AI server shipment guidance raised to $20B · full year

Dell Technologies Inc. — questions

What guidance did Dell Technologies Inc. give?: On 2026-09-01: "FY27 revenue raised to $192.0B from $167.0B (up 69% YoY); FY27 AI-Optimized Servers revenue raised to $74.0B from $60.0B (up 200% YoY); FY27 GAAP EPS raised to $24.37 from $17.31 (up 181% YoY); FY27 non-GAAP EPS raised to $25.50 from $17.90 (up 148% YoY); Q3 FY27 revenue $49.0B (up 81% YoY); Q3 GAAP"
When does Dell Technologies Inc. report earnings?: Dell Technologies Inc.'s next earnings report is expected on 2026-11-23.

Every figure on this page comes from Dell Technologies Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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