earnings
confidence high
sentiment positive
materiality 0.80
HPE Q3 FY26 record revenue $12.2B, up 34%; raises FY26 and FY27 outlook
Hewlett Packard Enterprise Co
- Q3 revenue $12.2B, up 34% YoY; GAAP EPS $1.06, non-GAAP EPS $1.11, both above guidance.
- Networking revenue $2.9B, up 74.9% YoY; Cloud & AI $9.0B, up 25.4%, server up 35.3%.
- Q4 FY26 guidance: revenue $13.9-14.8B, GAAP EPS $1.12-1.22, non-GAAP EPS $1.20-1.30.
- FY26 raised: revenue growth 34-37%, non-GAAP EPS $3.75-3.85, FCF at least $3.75B.
- Declared $0.1425/share dividend, payable Oct 16, 2026 to holders of record Sep 17, 2026.