Dell Technologies Furnishes Q3 Fiscal 2026 Financial Results and Guidance
Summary
Dell Technologies announced its financial results for the fiscal quarter ended October 31, 2025, via an Exhibit 99.1 press release on November 25, 2025. The company reported record third-quarter revenue of $27.0 billion, an 11% year-over-year increase, and diluted EPS of $2.28, up 39%. Dell also delivered record third-quarter non-GAAP diluted EPS of $2.59, up 17%, and generated $1.2 billion in cash flow from operations. • Raised AI shipment guidance to roughly $25 billion, up over 150% year over year. • Raised revenue guidance to $111.7 billion, up 17%. • David Kennedy named chief financial officer on a permanent basis.
Why It Matters
Investors should note the record third-quarter revenue and profitability, significant year-over-year EPS growth, and strong cash generation. The raised guidance for AI shipments and full-year revenue, as detailed in Exhibit 99.1, signals accelerating momentum and positive future outlook.
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Filing Details
Reported Items
Additional Information
- CIK Number
- 0001571996
- Filing Date
- Tuesday, November 25, 2025
- Filing Time
- 12:00 AM UTC
- Form Type
- 8-K
- Materiality Level
- high
- Sentiment
- positive