Highest-materiality recent filing
HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework
Q2 revenue $10.7B (+40% YoY); GAAP EPS $0.44 (from -$0.82); non-GAAP EPS $0.79 (from $0.38), above outlook.
HPE closes sale of 13.8% stake in H3C for $986.8M; expects remaining 5.2% for $370.4M
Closed sale of 13.8% of H3C to seven Chinese entities (including UNIS, Cinda, CITIC) for ~$986.8M.
HPE closes $2B multi-tranche note offering across four series due 2028-2033
Completed offering of $300M floating rate notes due 2028 and $500M 4.500% notes due 2028.
HPE Q1 revenue $9.3B (+18% YoY); non-GAAP EPS $0.65 beat; raises FY26 guidance
Networking revenue $2.7B (+151.5% YoY) on Juniper integration; Cloud & AI $6.3B (-2.7% YoY).
HPE reports Q4 FY2025 record revenue $9.7B, raises FY2026 EPS guidance
Record Q4 FY2025 revenue of $9.7B, up 14% YoY; non-GAAP EPS $0.62, above guidance of $0.56-$0.60.
HPE sells 9% of H3C stake for $643M to three Chinese buyers
Three share purchase agreements signed Nov 28, 2025 to sell 9% of H3C for ~$643M cash.
HPE to sell additional 10% of H3C for ~$714M cash to Chinese buyers
HPE subsidiary H3C Holdings to sell 10% of H3C's issued share capital for ~$714M cash.
HPE raises dividend 10%, adds $3B buyback; guides FY26 non-GAAP EPS $2.20-$2.40
Annual dividend for FY26 increased 10%; Board authorized additional $3B in share repurchases, total ~$3.7B.
HPE creates Cloud & AI segment, boosts buyback by $3B; Juniper integration costs $240M
Effective Q1 FY2026: HPE creates Cloud & AI segment (Server, Hybrid Cloud, Financial Services); Telco/Instant On to Corporate Investments.
HPE completes Juniper acquisition for $40.00/share; Juniper reports $2.71B revenue in H1 2025
Acquisition closed July 2, 2025; each Juniper share converted into $40.00 cash.
Record revenue $9.1B (+19% YoY); GAAP EPS $0.21 (down $0.17); non-GAAP EPS $0.44 (within outlook $0.40-0.45).
HPE redeems all $2.5B of 4.900% Notes due 2025 on Sept 17
Hewlett Packard Enterprise elected to redeem all $2.5 billion aggregate principal of its 4.900% Notes due 2025.
HPE appoints Robert Calderoni to board, forms Strategy Committee under Elliott cooperation
Robert Calderoni appointed to HPE board effective July 16, 2025; will chair new Strategy Committee.
HPE closes $13.4B acquisition of Juniper Networks; settles DOJ lawsuit
Aggregate Merger Consideration approx $13.4B; Juniper shareholders receive $40.00 per share in cash.
Server rev $4.1B (+6%), Intelligent Edge $1.2B (+7%), Hybrid Cloud $1.5B (+13%); each grew YoY.
HPE Q1 rev $7.9B (+16%), GAAP EPS $0.44, Non-GAAP $0.49; $350M cost cuts; Q2 EPS guide low
Revenue $7.9B (+16% YoY); GAAP EPS $0.44 (above guidance $0.31-$0.36) and Non-GAAP EPS $0.49 (within $0.47-$0.52).
DOJ sues to block HPE's acquisition of Juniper; companies vow to defend
U.S. Department of Justice filed complaint seeking to prohibit HPE's proposed acquisition of Juniper Networks.
HPE beats Q4 guidance: record revenue $8.5B, GAAP EPS $0.99, non-GAAP EPS $0.58
Revenue $8.5B +15% YoY; GAAP EPS $0.99 (above guidance $0.76-$0.81); non-GAAP EPS $0.58 (above $0.52-$0.57).
HPE completes $9.0B multi-tranche notes offering; redeems $400M 6.102% notes due 2026
Aggregate $9.0B notes issued in six tranches: 4.450% (2026), 4.400% (2027), 4.550% (2029), 4.850% (2031), 5.000% (2034), 5.600% (2054).
HPE issues $1.5B preferred stock and $8.9B notes to fund Juniper Networks acquisition
HPE raised $1.46B net from 30M shares of 7.625% Series C Mandatory Convertible Preferred Stock, closing Sept 13, 2024.
HPE enters $17.2B in new credit facilities for Juniper acquisition
$5.25B revolver ($4.75B immediate, $500M upon Juniper closing) for general corporate purposes.
HPE files Juniper financials for $40/share acquisition; deal expected late 2024/early 2025
HPE filed Juniper's audited FY23 and FY22 financials, interim 2024 statements, and pro forma combined statements.
HPE beats Q3 FY24 estimates; raises FY EPS guidance on strong AI demand
Q3 revenue $7.7B (+10% YoY); GAAP EPS $0.38, Non-GAAP $0.50, both above guidance.
HPE beats Q2 revenue and non-GAAP EPS; AI systems revenue doubles, raises full-year outlook
Revenue $7.2B (+3% YoY); GAAP EPS $0.24; Non-GAAP EPS $0.42, above guidance ($0.36-$0.41).
HPE restructures H3C sale: $2.1B for 30% stake, option for $1.4B on 19%
Sale of 30% of H3C to UNIS for ~$2.1B due by Aug 31, 2024 (grace to Oct 21, 2024).
Pursuant to the terms of the previously disclosed Cooperation Agreement, the Board has appointed Christopher P. Hsu to serve as a member of the Board, the Strategy Committee of the Board and the Finance and Investment Committee of the Board, effective immediately.
Max materiality 0.95 · Median 0.70 · Most common event earnings