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DELL
$316.91
-14.89%
DELL
· Dell Technologies Inc.
$316.91
-55.45 (-14.89%)
At close · Nov 5
Return incl. dividend (before tax)
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Q2 2027 earnings call transcript
Market Cap
$236.75B
Shares
635.81M
Volume · Nov 5
14.23M
Avg daily vol (3M)
7.76M
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Earnings call · FY2026 Q3
Dell Technologies Inc. (DELL) Q3 2026 Earnings Call
Revenue
$27.00B
+10.8% YoY
Diluted EPS
$2.28
+39% YoY
Gross margin
20.7%
-1.3 pp YoY
Net income
$1.55B
+31.7% YoY
Forward guidance
6 guided metrics
Management's latest ranges and targets are included below.
Research coverage
3 live sources
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Research materials
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Forward guidance
From the 8-K filed Nov 25, 2025.
| Metric | Period | Guided | Basis | Actual |
|---|---|---|---|---|
|
Full-year FY26 revenue
Raised
Full-year FY26
|
$111.2B – $112.2B | — | $113.54B above | |
|
Full-year FY26 GAAP diluted EPS
Raised
Full-year FY26
|
$8.38 | GAAP | $8.68 above | |
|
Full-year FY26 non-GAAP diluted EPS
Raised
Full-year FY26
|
$9.92 | Non-GAAP | — | |
|
Fourth-quarter FY26 GAAP diluted EPS
Fourth-quarter FY26
|
$3.05 | GAAP | — | |
|
Full-year AI server shipments
Full-year FY26
|
$25B | — | — | |
|
Fourth-quarter FY26 non-GAAP diluted EPS
Fourth-quarter FY26
|
$3.50 | Non-GAAP | — |
Quarter detail
How the reported period landed and where the business moved.
Company presentation
Slides
51 pages · use arrow keys or swipe to navigate
SEC filing · Item 2.02
8-K earnings release
Filed Nov 25, 2025 · complete as-filed document
SEC periodic report
10-Q report
Filed Dec 9, 2025 · complete as-filed document