Dell FY25 revenue $95.6B (+8% YoY), record EPS $6.38; discloses material weakness in controls

Dell Technologies Inc.

2025-FY EPS reported $6.38 vs consensus $2.52 ▲ beat (+153.0%)

Full-year GAAP EPS $6.38 (record, +39% YoY); non-GAAP EPS $8.14 (+10%). Revenue $95.6B (+8%).
Q4 revenue $23.9B (+7%); ISG revenue $11.4B (+22%), servers/networking +37%, storage +5%.
AI server backlog ~$9B; cash from ops $4.5B; dividend raised 18% to $2.10; $10B buyback auth.
Material weakness: COGS overstated $200M in FY24, $148M in FY25 (9 mo) due to supplier credit errors.
FY26 guidance: rev $101-105B (midpoint +8%); GAAP EPS $7.85 (+23%); non-GAAP EPS $9.30 (+14%).

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