---
schema_version: "secwatch.filing_event.v1"
accession: "0001571996-26-000003"
form_type: "8-K"
ticker: "DELL"
cik: "0001571996"
company_name: "Dell Technologies Inc."
filed_at: "2026-02-26T23:59:59+00:00"
generated_at: "2026-05-15T23:36:29.258525+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Dell reports record FY26 revenue $113.5B (+19%), raises dividend 20%, guides FY27 rev $140B

## Summary
- Record FY26 revenue $113.5B (+19% YoY); diluted EPS $8.68 (+36%); non-GAAP diluted EPS $10.30 (+27%).
- Q4 FY26 revenue $33.4B (+39% YoY); diluted EPS $3.37 (+57%); non-GAAP diluted EPS $3.89 (+45%).
- ISG Q4 revenue $19.6B (+73%); AI-optimized servers Q4 rev $9.0B (+342%); record backlog $43B.
- Dividend increased 20%; $10B added to share repurchase; returned $7.5B to shareholders in FY26.
- FY27 guidance: revenue $138-142B (+23% midpoint); GAAP diluted EPS $11.52 (+33%); AI server rev ~$50B (+103%).

## SEC filing metadata
- accession: 0001571996-26-000003
- form_type: 8-K
- ticker: DELL
- cik: 0001571996
- company_name: Dell Technologies Inc.
- filed_at: 2026-02-26T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1571996/000157199626000003/0001571996-26-000003-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1571996/000157199626000003/dell-20260226.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001571996-26-000003
- JSON: https://secwatch.observer/filing/0001571996-26-000003.json
- Plain text: https://secwatch.observer/filing/0001571996-26-000003.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.