Dell Q1 FY2026 revenue $23.4B (+5% YoY); AI server orders $12.1B, exceeding FY25 total

Dell Technologies Inc.

2026-Q1 EPS reported $1.37 vs consensus $3.60 ▼ miss (-61.9%)

Q1 revenue $23.4B (+5% YoY); GAAP diluted EPS $1.37 flat; non-GAAP diluted EPS $1.55 (+17%).
ISG revenue $10.3B (+12%); servers & networking record $6.3B (+16%); storage $4.0B (+6%).
AI-optimized server orders $12.1B in Q1, surpassing entire FY25; backlog $14.4B.
Record Q1 cash from operations $2.8B; returned $2.4B to shareholders via buybacks & dividends.
FY26 revenue guidance $101-105B (midpoint $103B, +8%); Q2 revenue guidance $28.5-29.5B.

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