NYSE$DELL
Dell Technologies Inc C · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
Dell Technologies alcanzó ingresos récord en el segundo trimestre del año fiscal 2026 impulsados por soluciones de IA y fuerte crecimiento en servidores y redes.
Dell reportó ingresos por $29.78B y una utilidad neta de $1.16B. El crecimiento fue impulsado por soluciones de IA y el segmento de servidores y redes, mientras que la rentabilidad también mejoró significativamente.
- Ingresos trimestrales récord de $29.78B, un 19% más que el año anterior.
- EPS GAAP de $1.70 y EPS no GAAP récord de $2.32.
- El negocio de servidores y redes creció 69% interanual, alcanzando $12.94B.
- Flujo de caja operativo robusto de $2.54B y $2.52B de flujo de caja libre ajustado.
Headline financials
Revenue & EPS history
Dell · Revenue · Quarterly
$29.8B
Revenue by segment
Dell · $43.6B total across 3 segments · Q1 2027
- Infrastructure Solutions Group$29B—66.5%
- Commercial Clients$13B—29.9%
- Consumer Clients$1.59B—3.6%
Forward guidance
Dell elevó su guía para el año fiscal completo 2026, apoyado en una demanda sólida de servidores AI y eficiencia operativa.
Tailwinds
- Guía de ingresos anuales de $105B a $109B, con un punto medio del 12% YoY.
- EPS GAAP esperado de $7.98 y EPS no GAAP de $9.55.
- Crecimiento continuo proyectado en servidores AI con envíos estimados en $20B.
- Sólida generación de caja para sostener retorno a accionistas.
- Fuerte rentabilidad en segmentos clave como ISG y CSG.
Headwinds
- Ingresos de almacenamiento cayeron 3% interanual.
- Ingresos del segmento consumidor disminuyeron 7%.
- Margen bruto GAAP cayó de 21.4% a 18.3%.
- Persiste presión competitiva en el mercado de PCs.
- Costos de productos crecieron más que los ingresos, afectando márgenes.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2026
+1.0%
Avg return
Earnings day
+0.8%
Avg return
5 days after
+2.3%
Avg return
30 days after
53%
21 / 40 earnings
Positive
+33.6%
Q4 2024
Best reaction
-22.1%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | — | — | — | |
| Q4 2026 | +10.1% | +21.1% | +41.5% | |
| Q3 2026 | +3.1% | +4.9% | +2.6% | |
| Q2 2026 | -4.8% | -7.5% | -2.5% | |
| Q1 2026 | -2.0% | -0.8% | +9.1% | |
| Q4 2025 | -4.7% | -9.8% | -14.4% | |
| Q3 2025 | -13.7% | -11.5% | -17.3% | |
| Q2 2025 | +3.6% | -0.7% | +7.8% | |
| Q1 2025 | -22.1% | -24.2% | -23.0% | |
| Q4 2024 | +33.6% | +26.3% | +22.4% | |
| Q3 2024 | -4.2% | -7.7% | +1.9% | |
| Q2 2024 | +22.4% | +22.3% | +23.7% | |
| Q1 2024 | +5.5% | +4.6% | +20.8% | |
| Q4 2023 | -1.6% | -6.0% | -0.6% | |
| Q3 2023 | +4.3% | +6.2% | -6.9% | |
| Q2 2023 | -11.1% | -14.9% | -23.8% | |
| Q1 2023 | +14.5% | +15.3% | +16.1% | |
| Q4 2022 | -9.4% | -12.2% | -3.5% | |
| Q3 2022 | +3.9% | +1.9% | +1.4% | |
| Q2 2022 | -5.0% | -4.5% | +1.8% | |
| Q1 2022 | -1.0% | +3.2% | -0.2% | |
| Q4 2021 | -0.7% | +1.2% | +8.9% | |
| Q3 2021 | -0.1% | +0.6% | +5.2% | |
| Q2 2021 | +6.6% | +6.8% | +5.8% | |
| Q1 2021 | +9.0% | +7.9% | +14.7% | |
| Q4 2020 | -11.9% | -9.0% | -15.6% | |
| Q3 2020 | -8.6% | -11.9% | -5.5% | |
| Q2 2020 | +13.7% | +12.7% | +12.5% | |
| Q1 2020 | -10.0% | -12.9% | -23.3% | |
| Q4 2019 | +0.7% | -2.0% | +4.3% | |
| Q3 2019 | -1.1% | -2.0% | -23.0% | |
| Q2 2019 | +0.6% | +1.1% | +1.3% | |
| Q1 2019 | +2.1% | +4.1% | +11.8% | |
| Q4 2018 | +1.5% | +0.1% | -7.8% | |
| Q3 2018 | +2.9% | +5.6% | +13.8% | |
| Q2 2018 | -0.6% | +2.1% | +5.8% | |
| Q1 2018 | -7.8% | -7.4% | -9.3% | |
| Q4 2016 | +0.3% | +0.4% | +5.0% | |
| Q3 2016 | +0.1% | -0.2% | +5.4% | |
| Q2 2017 | +11.7% | +14.2% | +12.6% | |
| Q2 2015 | +11.7% | +14.2% | +12.6% | |
| Q1 2015 | — | — | — | |
| Q1 2017 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2013 | — | — | — | |
| Q4 2012 | — | — | — | |
| Q3 2012 | — | — | — | |
| Q2 2012 | — | — | — |
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