Dell Q3 FY2026 revenue $27B record; raises AI shipment & full-year guidance; names David Kennedy permanent CFO

Dell Technologies Inc.

2026-Q3 EPS reported $5.34 revenue$80,159,000,000

Revenue $27.0B (+11% YoY), GAAP EPS $2.28 (+39%), non-GAAP EPS $2.59 (+17%).
ISG revenue $14.1B (+24%); Servers & Networking $10.1B (+37%); Storage $4.0B (-1%).
Record AI server orders $12.3B in Q3; year-to-date orders $30B; FY26 AI shipments raised to ~$25B (>150% YoY).
Full-year FY26 revenue guidance raised to $111.7B midpoint (+17%); Q4 FY26 revenue guidance $31.5B (+32%).
David Kennedy appointed permanent CFO; capital return $1.6B in Q3, $5.3B year-to-date, >39M shares repurchased.

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