DELL
Dell Technologies·NYSE
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DELL fundamentals
Dell Technologies (DELL) released its earnings on Nov 25, 2025: revenue was 27.00B (YoY +10.81%), missed estimates; EPS was 2.59 (YoY +20.47%), beat estimates.
Revenue / YoY
27.00B
+10.81%
EPS / YoY
2.59
+20.47%
Report date
Nov 25, 2025
DELL Earnings Call Summary for Q3,2026
- Revenue & Profit Records: Q3 revenue $27B (+11% YoY), EPS $2.59 (+17% YoY), both records. AI server orders $12.3B (Q3) and $30B (YTD), shipments $5.6B.
- Margin Expansion: ISG operating margin 12.4% (up 360 bps), Dell-IP storage growth driving margin improvement. Q4 EPS guidance $3.50 (+31% YoY).
- Supply Chain Resilience: 99% uptime for AI racks, 24-36hr deployment. Commodity cost recovery strategies in place, with Q4 outlook unchanged.
- FY '26 Outlook: Full-year revenue $111.7B (+17% YoY), EPS $9.92 (+22% YoY). FY '27 framework: mid-teens EPS growth, leveraging AI scale and cost management.
- Strategic Focus: AI leadership with Neoclouds/Sovereigns expansion, Dell-IP storage mix shift, and PC refresh cycle share gain.
EPS
Revenue
Revenue & Expenses
DELL has released its 2026 Q3 earnings report, with revenue of 27.00B, reflecting a YoY change of 10.83%, and net profit of 1.55B, showing a YoY change of 32.31%. 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.
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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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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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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Where does Dell Technologies (DELL) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Dell Technologies (DELL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
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