8-KItem 2.02 · Results of OperationsItem 9.01 · Financial Statements

Dell reports record Q2 revenue and raises FY27 outlook on AI demand

Filed with the SEC on · Summarized by InvestorsBot

Dell Technologies reported fiscal second-quarter revenue of $47.0 billion for the period ended July 31, 2026, up 58% year over year, with diluted EPS of $6.34 and non-GAAP diluted EPS of $7.04. AI-optimized server revenue reached $16.4 billion, while the company raised its fiscal 2027 revenue guidance to $192.0 billion from $167.0 billion and its non-GAAP EPS guidance to $25.50 from $17.90; Dell also returned $4.3 billion to shareholders and declared a quarterly dividend of $0.63 per share payable October 30 to shareholders of record October 20.

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