Dell Technologies Inc
- Dell Technologies Inc. fell 5.3% to $127 despite the computer products and services provider reporting a rise in net income in the fiscal second quarter ending on August 1.
Consolidated revenue increased 19% to $29.78 billion from $25 billion, net income jumped 32% to $1.16 billion from $882 million, and diluted earnings per share rose 38% to $1.70 from $1.23 a year ago.
Dell Technologies returned $1.3 billion to shareholders in the quarter through share repurchases and dividends.
Dell guided fiscal third-quarter revenue to be between $26.5 billion and $27.5 billion, with diluted earnings per share expected to be $2.07 and adjusted diluted earnings per share to be $2.45 at the midpoint, respectively.
Dell guided full-year revenue between $105 billion and $109 billion, diluted earnings per share of $7.98, and adjusted diluted earnings per share to be $9.55 at the midpoint, respectively.
“We’ve now shipped $10 billion of AI solutions in the first half of FY26, surpassing all shipments in FY25. This helped deliver another record revenue quarter in our Servers and Networking business, which grew 69%,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies.
Aug 29, 2025 - Dell Technologies Inc. gained 0.4% to $103.18 after the computer products and services provider reported revenue growth in the fourth quarter of fiscal 2025 ending in January.
Revenue increased 7% to $23.93 billion from $22.32 billion, net income surged 27% to $1.53 billion from $1.21 billion, and earnings per diluted share rose 30% to $2.15 from $1.66 a year ago.
Dell said it sold about $10 billion of AI-optimized servers in its fiscal 2025 and expects to sell about $15 billion in AI system sales in the current year.
The company’s Infrastructure Solutions Group, its server division, saw sales rise 22% to $11.35 billion in the quarter, up from $9.33 billion a year ago.
Dell’s client solutions group, its biggest business, saw sales rise only 1% to $11.88 billion from $11.71 billion a year ago, due to a sluggish laptop market.
The company guided for the first quarter of fiscal 2026 revenue between $22.5 billion and $23.5 billion, up 3% from $22.2 billion a year ago, and GAAP diluted earnings per share at $1.29, compared to $1.32 in the same quarter in fiscal 2025.
For the full fiscal 2026, Dell Technologies estimated revenue between $101.0 billion and $105.0 billion, up 8% from $95.6 billion a year ago, and GAAP diluted earnings per share at $7.85, up 23% from $6.38 in fiscal 2025.
The company announced a cash dividend increase of 18% and a $10 billion increase in share repurchase authorization for fiscal 2025.
Mar 3, 2025 - Dell Technologies declined 12.8% to $124.32 after the company posted weaker-than-expected fiscal third quarter results.
Revenue in the third quarter ending on November 1 increased 10% to $24.4 billion from $22.3 billion, net income advanced 12% to $1.1 billion from $1.0 billion, and diluted earnings per share rose 16% to $1.58 from $1.36 a year earlier.
“AI is a robust opportunity for us with no signs of slowing down,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies.
“Interest in our portfolio is at an all-time high, driving record AI server orders demand of $3.6 billion in Q3 and a pipeline that grew more than 50%, with growth across all customer types.”
Nov 27, 2024 - Dell Technologies said revenue in the fourth quarter declined 11% to $25 billion and net income in the fourth quarter increased to $614 million from $2 million and diluted earnings per share rose to 84 cents from a loss of 4 cents in the previous year.
Revenue in the full-year 2022 increased 1% to $102.3 billion and net income plunged 51% to $2.4 billion from $5.7 billion and diluted earnings per share fell to $3.24 from $6.26 a year ago.
Mar 3, 2023 - Dell Technologies said in a regulatory filing that it plans to lay off about 5% of its staff as the company tackles falling sales of personal computers.
Feb 6, 2023
| Year | Q1 | Q2 | Q3 | Q4 | Annual | |
|---|---|---|---|---|---|---|
| 2023 | 0.86 | 0.79 | 0.63 | 1.36 | - | |
| 2022 | -0.04 | 1.37 | 0.68 | 0.33 | - | |
| 2021 | 1.58 | 1.13 | 1.05 | 4.88 | - | |
| 2020 | - | - | - | - | 4.22 | |
| 2019 | - | - | - | - | 6.03 | |
| 2018 | - | (1.95) | (3.40) | (5.25) | - | |
| 2017 | - | (2.29) | (3.95) | (5.79) | - |