HPE
Hewlett Packard·NYSE
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HPE fundamentals
Hewlett Packard (HPE) released its earnings on Mar 9, 2026: revenue was 9.30B (YoY +18.42%), missed estimates; EPS was 0.65 (YoY +32.65%), beat estimates.
Revenue / YoY
9.30B
+18.42%
EPS / YoY
0.65
+32.65%
Report date
Mar 9, 2026
HPE Earnings Call Summary for Q1,2026
- Record Q1 Results: $9.3 billion revenue (+18% YoY), EPS of $0.65, and $708 million free cash flow, exceeding guidance.
- Networking Dominance: Networking revenue up 152% YoY, with AI-related orders targeting $1.7-1.9 billion for FY26. Juniper integration driving $1.7 billion+ Networking synergies.
- AI and Supply Strategy: $5 billion AI systems backlog; prioritizing high-margin enterprise and sovereign orders. Agile pricing and supply agreements mitigate DRAM/NAND shortages.
- Financial Strength: EPS guidance raised to $2.30-2.50, free cash flow to $2 billion+ FY26. Pro forma net leverage improved to 2.6x.
- Q2 Outlook: Revenue $9.6-10.0 billion, Networking growth to 142-152% YoY, Cloud & AI margins near 7-9% midpoint.
EPS
Actual | 0.44 | 0.22 | 0.32 | 0.37 | 0.52 | 0.46 | 0.47 | 0.52 | 0.53 | 0.44 | 0.48 | 0.57 | 0.63 | 0.52 | 0.49 | 0.52 | 0.48 | 0.42 | 0.5 | 0.58 | 0.49 | 0.38 | 0.44 | 0.62 | 0.65 | |||||||||||||||
Forecast | 0.4387 | 0.2947 | 0.2304 | 0.3374 | 0.4095 | 0.4198 | 0.4247 | 0.4843 | 0.461 | 0.4528 | 0.4755 | 0.5651 | 0.537 | 0.4854 | 0.4657 | 0.5034 | 0.4548 | 0.3899 | 0.4689 | 0.5582 | 0.4969 | 0.3464 | 0.417 | 0.579 | 0.5865 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.30% | -25.35% | +38.89% | +9.66% | +26.98% | +9.58% | +10.67% | +7.37% | +14.97% | -2.83% | +0.95% | +0.87% | +17.32% | +7.13% | +5.22% | +3.30% | +5.54% | +7.72% | +6.63% | +3.91% | -1.39% | +9.70% | +5.52% | +7.08% | +10.83% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 6.95B | 6.01B | 6.82B | 7.21B | 6.83B | 6.70B | 6.90B | 7.35B | 6.96B | 6.71B | 6.95B | 7.87B | 7.81B | 6.97B | 7.00B | 7.35B | 6.75B | 7.20B | 7.71B | 8.46B | 7.85B | 7.63B | 9.14B | 9.68B | 9.30B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 7.21B | 6.31B | 6.06B | 6.88B | 6.74B | 6.61B | 6.94B | 7.38B | 7.02B | 6.80B | 6.93B | 7.37B | 7.45B | 7.30B | 6.99B | 7.36B | 7.01B | 6.82B | 7.67B | 8.25B | 7.81B | 7.49B | 8.84B | 9.90B | 9.35B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -3.62% | -4.73% | +12.50% | +4.75% | +1.36% | +1.44% | -0.62% | -0.30% | -0.77% | -1.27% | +0.30% | +6.79% | +4.87% | -4.54% | +0.17% | -0.17% | -3.59% | +5.57% | +0.53% | +2.50% | +0.51% | +1.86% | +3.34% | -2.25% | -0.52% |
Earnings Call
You can ask Aime
Did Hewlett Packard beat or miss consensus estimates last quarter?What were the key takeaways from Hewlett Packard's earnings call?What were the key takeaways from Hewlett Packard’s earnings call?What does Hewlett Packard do and what are its main business segments?What is the market's earnings forecast for Hewlett Packard next quarter?What is Hewlett Packard's latest dividend and current dividend yield?What factors drove the changes in Hewlett Packard's revenue and profit?What is Hewlett Packard's gross profit margin?
