Dell Q2 FY26 revenue $29.8B record, +19% YoY; raises AI server guidance to $20B

Dell Technologies Inc.

2026-Q2 EPS reported $3.07 revenue$53,154,000,000

Record Q2 revenue $29.8B (+19% YoY); GAAP EPS $1.70 (+38%), non-GAAP EPS $2.32 (+19%).
ISG servers & networking revenue $12.9B (+69%); AI solutions shipments $10B in H1, FY26 target raised to $20B.
Operating cash flow $2.5B (+90% YoY); returned $1.3B to shareholders via buybacks and dividends.
Full-year FY26 revenue guidance midpoint $107B (+12%); Q3 revenue midpoint $27B (+11%).
Non-GAAP operating income $2.3B (+10%); CSG revenue $12.5B (+1%) with commercial up 2%.

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