NYSE$HPQ

Hewlett Packard · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

HP reported its Q3 2025 financial results.

HP delivered revenue growth in Q3 2025, driven by strength in Personal Systems and resilient performance despite softer printing demand. Net income grew to $800 million and GAAP EPS exceeded guidance.

  • GAAP EPS of $0.80 exceeded the high end of guidance.
  • Revenue grew 3.1% year-over-year to $13.9 billion.
  • Net income reached $800 million for the quarter.
  • Free cash flow of $1.5 billion, driven by strong operating performance.

Headline financials

Total Revenue

$13.9B

Previous: $13.5B+3.1%
EPS

$0.80

Previous: $0.65+23.1%
GAAP Operating Margin

5.1%

Previous: 7.0%-27.1%
Non-GAAP Operating Margin

7.1%

Previous: 8.2%-13.4%
Personal Systems Margin

5.4%

Previous: 6.6%-18.2%
Printing Operating Margin

17.3%

Previous: 17.3%+0.0%
Total Segment Margin

8.6%

Previous: 9.6%-10.4%
Dividend Per Share

$0.29

No prior period
Capital Expenditures

-$215M

Previous: -$162M-32.7%
Net Income

$763M

Previous: $640M+19.2%
Operating Income

$716M

Previous: $940M-23.8%
Gross Profit

$2.85B

Previous: $2.91B-1.9%
Cash & Equivalents

$2.87B

Previous: $2.79B+3.1%
Total Assets

$39.9B

Previous: $38.1B+4.7%

Revenue & EPS history

HP · Revenue · Quarterly

$13.9B

Q3 2025+3.1%vs Q3 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

HP · $27.6B total across 7 segments · Q4 2023

  • Personal Systems
    $9.4B-8.5%
  • Commercial PS
    $6.21B
  • Printing
    $4.42B-2.5%
  • Consumer PS
    $3.19B
  • Supplies
    $2.82B+2.7%
  • Commercial Printing
    $1.06B
  • Consumer Printing
    $533M

Forward guidance

HP expects continued momentum in Q4 2025, driven by AI PC adoption and Windows 11 refresh cycle. However, macroeconomic and trade-related headwinds are likely to impact margin performance.

Tailwinds

  • GAAP EPS guidance of $0.75 to $0.85 for Q4.
  • Non-GAAP EPS guidance of $0.87 to $0.97 for Q4.
  • Expected continued demand from Windows 11 refresh cycle.
  • Growth anticipated in AI PC segment.
  • Actions taken to support long-term profitable growth.

Headwinds

  • Lower non-GAAP operating margins expected.
  • Ongoing pressure in Printing segment.
  • Trade-related regulatory cost pressures.
  • Inventory levels remain elevated in some areas.
  • General macroeconomic uncertainty remains a factor.

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 Q3 2025

Historical avgQ3 2025

-0.3%

Avg return

Earnings day

-0.1%

Avg return

5 days after

-2.0%

Avg return

30 days after

54%

39 / 72 earnings

Positive

+17.8%

Q2 2013

Best reaction

-17.4%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+0.9%+2.7%+6.8%
Q4 2025+3.0%+0.3%-4.4%
Q3 2025+4.3%+6.8%-1.5%
Q2 2025-8.9%-6.7%-8.9%
Q1 2025+0.1%+1.8%-6.2%
Q4 2024-11.8%-9.8%-14.9%
Q3 2024-0.4%+1.6%-0.5%
Q2 2024+15.8%+6.6%+5.7%
Q1 2024-1.7%+0.8%+4.8%
Q4 2023+2.4%+2.3%+7.7%
Q3 2023-6.5%-3.1%-18.4%
Q2 2023-7.2%-2.4%-3.1%
Q1 2023-1.8%-2.7%-1.7%
Q4 2022+2.6%+0.4%-10.5%
Q3 2022-8.9%-12.3%-20.6%
Q2 2022+4.1%+2.7%-15.4%
Q1 2022-1.1%+5.5%+12.7%
Q4 2021+11.0%+8.3%+17.9%
Q3 2021-1.6%+1.2%-5.1%
Q2 2021-9.1%-7.2%-7.6%
Q1 2021+3.6%+7.4%+13.2%
Q4 2020+5.0%+5.1%+14.5%
Q3 2020+8.3%+5.1%-0.2%
Q2 2020-12.0%-11.3%-2.6%
Q1 2020+2.9%-8.4%-32.2%
Q4 2019-1.8%-0.3%+2.7%
Q3 2019-6.1%-6.5%-2.6%
Q2 2019+4.3%+2.4%+7.8%
Q1 2019-17.4%-18.3%-18.7%
Q4 2018-1.8%-0.8%-13.2%
Q3 2018-1.4%+0.0%+5.5%
Q2 2018+1.1%+3.5%+3.5%
Q1 2018+4.5%+11.1%+3.2%
Q4 2017-3.5%-4.0%-3.9%
Q3 2017+2.1%+0.8%+4.8%
Q2 2017-3.1%-2.6%-6.1%
Q1 2017+9.1%+9.4%+6.8%
Q4 2016-7.1%-5.1%-5.4%
Q3 2016-1.4%-1.0%+3.6%
Q2 2016+9.5%+10.6%+2.9%
Q1 2016+0.3%
Q4 2015-11.2%
Q3 2015-1.0%
Q2 2015+5.1%
Q1 2015-9.2%
Q4 2014+4.4%
Q3 2014+4.3%
Q2 2014+3.7%
Q1 2014+1.1%
Q4 2013+8.0%
Q3 2013-14.0%
Q2 2013+17.8%
Q1 2013+15.0%
Q4 2011-3.1%
Q4 2012-10.3%
Q3 2012-11.5%
Q2 2012-0.1%
Q1 2012-7.9%
Q3 2011-5.4%
Q2 2011-0.3%
Q1 2011+2.2%
Q4 2010+1.0%
Q3 2010-1.4%
Q2 2010+0.4%
Q1 2009+1.1%
Q1 2010+1.6%
Q2 2009+0.3%
Q4 2009+0.3%
Q4 2007+0.3%
Q3 2008+2.0%
Q4 2008+2.0%
Q3 2009+2.0%

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