earnings
confidence high
sentiment negative
materiality 0.80
HPE Q2 revenue $7.6B (+6% YoY); GAAP EPS $(0.82) on $1.03 goodwill impairment; non-GAAP EPS $0.38 above guidance
Hewlett Packard Enterprise Co
2025-Q2 EPS
reported -$0.36
vs consensus $0.33
▼ miss
(-209.9%)
- Server rev $4.1B (+6%), Intelligent Edge $1.2B (+7%), Hybrid Cloud $1.5B (+13%); each grew YoY.
- GAAP gross margin 28.4% (-460bps YoY); non-GAAP 29.4% (-370bps). Cash flow ops -$461M, FCF -$847M.
- Dividend $0.13/sh declared, payable July 17, 2025 to holders of record June 18, 2025.
- Q3 FY2025 guidance: rev $8.2-8.5B; non-GAAP EPS $0.40-0.45. Full-year non-GAAP EPS $1.78-1.90, FCF ~$1B.
- Non-cash impairment of legacy goodwill reduced GAAP EPS by $1.03; non-GAAP excludes that charge.