earnings
confidence high
sentiment positive
materiality 1.00
Dell Q2 FY27 revenue $47B (+58%), EPS $6.34, raises FY27 revenue guidance to $192B
Dell Technologies Inc.
- Record Q2 revenue $47.0B, up 58% YoY; GAAP diluted EPS $6.34, up 273%; non-GAAP EPS $7.04, up 203%.
- AI-optimized servers revenue $16.4B, up 100%; orders $60.9B; backlog $95B; ISG revenue $31.8B, up 89%.
- Raises FY27 revenue guidance to $192B (up 69% YoY) from $167B; GAAP EPS $24.37, non-GAAP $25.50.
- Q3 guidance: revenue $49B, GAAP EPS $6.10, non-GAAP EPS $6.50.
- Returned $4.3B to shareholders; declared $0.63/share dividend payable Oct 30, record Oct 20.