---
schema_version: "secwatch.filing_event.v1"
accession: "0001571996-26-000039"
form_type: "8-K"
ticker: "DELL"
cik: "0001571996"
company_name: "Dell Technologies Inc."
filed_at: "2026-09-01T20:10:14+00:00"
generated_at: "2026-09-01T20:11:12.065070+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 1.0
calibrated_materiality_score: 1.0
confidence: "high"
source: SEC EDGAR
---

# Dell Q2 FY27 revenue $47B (+58%), EPS $6.34, raises FY27 revenue guidance to $192B

## Summary
- 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.

## SEC filing metadata
- accession: 0001571996-26-000039
- form_type: 8-K
- ticker: DELL
- cik: 0001571996
- company_name: Dell Technologies Inc.
- filed_at: 2026-09-01T20:10:14+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 1.0
- calibrated_materiality_score: 1.0
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1571996/000157199626000039/0001571996-26-000039-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1571996/000157199626000039/dell-20260901.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001571996-26-000039
- JSON: https://secwatch.observer/filing/0001571996-26-000039.json
- Plain text: https://secwatch.observer/filing/0001571996-26-000039.txt

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