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

Dell Q4 revenue rises 39% to $33.4 billion; FY27 revenue guided to $140 billion

Positive Impact 4 of 5 earnings Written later

Dell reported record fiscal 2026 fourth-quarter revenue of $33.4 billion, up 39%, and record full-year revenue of $113.5 billion, up 19%. It guided fiscal 2027 revenue to $138.0 billion to $142.0 billion, and it raised its cash dividend by 20% and its share repurchase authorization by $10 billion.

Key points

  • Q4 FY26 revenue of $33.4 billion, up 39%; diluted EPS of $3.37, up 57%
  • FY26 revenue of $113.5 billion, up 19%; diluted EPS of $8.68, up 36%
  • FY27 revenue guidance of $138.0 billion to $142.0 billion; GAAP diluted EPS midpoint of $11.52
  • Cash dividend increased 20%; share repurchase authorization increased by $10 billion

The filing

CompanyDell Technologies (DELL)
Form8-K, current report
Filed with the SECFeb 26, 2026, 4:08 PM ET
Accession number0001571996-26-000003

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing 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 February 26, 2026.

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