Recent 8-K filings for DELL

• May 28, 2026, 4:15 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Dell Q1 FY27: record revenue $43.8B, EPS $5.24; AI server revenue $16.1B, guidance raised

  Record revenue of $43.8B (+88% YoY); GAAP diluted EPS $5.24 (+282% YoY); non-GAAP diluted EPS $4.86 (+214% YoY)

• February 26, 2026, 6:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

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

  Record FY26 revenue $113.5B (+19% YoY); diluted EPS $8.68 (+36%); non-GAAP diluted EPS $10.30 (+27%).

• November 25, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02

  Dell appoints David Kennedy as permanent CFO with $760k salary and $3M RSU grant

  David Kennedy appointed permanent CFO effective November 24, 2025, after serving as interim since September 9, 2025.

• November 25, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Dell Q3 FY2026 revenue $27B record; raises AI shipment & full-year guidance; names David Kennedy permanent CFO

  Revenue $27.0B (+11% YoY), GAAP EPS $2.28 (+39%), non-GAAP EPS $2.59 (+17%).

• October 7, 2025, 7:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Dell raises long-term revenue growth target to 7-9%, EPS growth to 15%+

  Annual revenue growth target raised to 7-9% from prior 3-4%.

• October 2, 2025, 7:59 PM ET other material materiality 0.70 positive item 5.02item 9.01

  Dell grants COO Jeffrey Clarke 2.5M share option award valued at ~$132.4M

  Award of 2,500,000 performance-based stock options to COO/Vice Chairman Jeffrey Clarke.

• September 23, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Dell issues $4.5B of senior notes in four tranches to refinance 2026 debt

  Issued $750M 4.150% notes due 2029, $1.25B 4.500% notes due 2031, $1.25B 4.750% notes due 2032, $1.25B 5.100% notes due 2036.

• August 28, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Dell Q2 FY26 revenue $29.8B record, +19% YoY; raises AI server guidance to $20B

  Record Q2 revenue $29.8B (+19% YoY); GAAP EPS $1.70 (+38%), non-GAAP EPS $2.32 (+19%).

• May 29, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Dell Q1 FY2026 revenue $23.4B (+5% YoY); AI server orders $12.1B, exceeding FY25 total

  Q1 revenue $23.4B (+5% YoY); GAAP diluted EPS $1.37 flat; non-GAAP diluted EPS $1.55 (+17%).

• February 27, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 8.01item 9.01

  Dell FY25 revenue $95.6B (+8% YoY), record EPS $6.38; discloses material weakness in controls

  Full-year GAAP EPS $6.38 (record, +39% YoY); non-GAAP EPS $8.14 (+10%). Revenue $95.6B (+8%).

• November 26, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Dell Q3 FY25 revenue $24.4B (+10% YoY); ISG servers +58%, EPS $1.58 GAAP, $2.15 non-GAAP

  Revenue $24.4B (+10% YoY); operating income $1.7B (+12%); diluted EPS $1.58 (+16%).

• September 19, 2024, 7:59 PM ET other material materiality 0.60 neutral item 3.02

  Michael Dell converts 26.5M Class A shares to Class C, voting power reduced

  Michael Dell converted 26,500,000 Class A shares to Class C shares on Sep 16-17, 2024, on a one-for-one basis.

• August 29, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Dell Q2 FY2025 revenue $25B (+9% YoY); record ISG revenue $11.6B (+38%)

  Net income $841M, up 85% YoY; diluted EPS $1.17 (+86%), non-GAAP diluted EPS $1.89 (+9%).

• May 30, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Dell Q1 revenue $22.2B up 6%, EPS $1.32 GAAP (+67%), ISG server revenue $5.5B record up 42%

  Revenue $22.2B (+6% YoY); ISG revenue $9.2B (+22%) with record servers & networking $5.5B (+42%).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.55 · Most common event earnings

10 positive 0 negative 23 neutral

source · DELL on sec.gov