secwatch.observer — SEC 8-K summary
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Issuer:     Dell Technologies Inc. (DELL)
CIK:        0001571996
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001571996-26-000003
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1571996/000157199626000003/0001571996-26-000003-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1571996/000157199626000003/dell-20260226.htm
  HTML page:      https://secwatch.observer/filing/0001571996-26-000003

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