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AI brief of an SEC Form 8-K · Dell Technologies (DELL)

Dell raises FY26 revenue guidance to $111.7 billion after 11% third-quarter sales growth

Positive Impact 4 of 5 earnings Written later

Dell Technologies reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with revenue of $27.0 billion, up 11% year over year, and GAAP diluted EPS of $2.28, up 39%. The company raised its AI server shipment guidance to roughly $25 billion and full-year revenue guidance to a midpoint of $111.7 billion, which points to stronger expected results for shareholders.

Key points

  • Third-quarter revenue of $27.0 billion, up 11%; ISG revenue up 24% to $14.1 billion
  • GAAP diluted EPS of $2.28, up 39%; non-GAAP diluted EPS of $2.59, up 17%
  • FY26 revenue guidance of $111.2 billion to $112.2 billion; fourth-quarter revenue guidance of $31.0 billion to $32.0 billion
  • Returned $1.6 billion to shareholders in the quarter; David Kennedy named chief financial officer on a permanent basis

The filing

CompanyDell Technologies (DELL)
Form8-K, current report
Filed with the SECNov 25, 2025, 4:10 PM ET
Accession number0001571996-25-000118

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 25, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.