DELL
Dell Technologies·NYSE
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DELL fundamentals
Dell Technologies (DELL) released its earnings on Feb 26, 2026: revenue was 33.38B (YoY +39.66%), beat estimates; EPS was 3.89 (YoY +45.15%), beat estimates.
Revenue / YoY
33.38B
+39.66%
EPS / YoY
3.89
+45.15%
Report date
Feb 26, 2026
DELL Earnings Call Summary for Q4,2026
- FY26 Record Results: $113.5B revenue, $10.30 EPS, $11B cash flow, $7.5B shareholder returns.
- AI Explosion: FY27 AI revenue target $50B, Q4 shipments $9.5B, $43B backlog.
- Margin Resilience: Mid-single-digit AI margins maintained, CSG margins stabilized post-pricing.
- FY27 Growth: 23% revenue growth, 25% EPS growth, $138-142B revenue guidance.
Earnings
EPS
Revenue
Revenue & Expenses
DELL has released its 2026 Q4 earnings report, with revenue of 33.38B, reflecting a YoY change of 39.48%, and net profit of 2.26B, showing a YoY change of 47.45%. The Sankey diagram below clearly presents DELL's revenue sources and cost distribution.
Key Indicators
Dell Technologies (DELL) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Dell Technologies (DELL)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Balance Sheet
Dell Technologies (DELL)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Cash Flow
Dell Technologies (DELL)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Dell Technologies (DELL) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track Dell Technologies (DELL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is Dell Technologies's latest dividend and current dividend yield?Did Dell Technologies beat or miss consensus estimates last quarter?What guidance did Dell Technologies's management provide for the next earnings period?What is the market's earnings forecast for Dell Technologies next quarter?What were the key takeaways from Dell Technologies's earnings call?What factors drove the changes in Dell Technologies's revenue and profit?What were the key takeaways from Dell Technologies’s earnings call?What does Dell Technologies do and what are its main business segments?
