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

Dell Technologies Q2 revenue up 58% to $47.0 billion; raises FY27 revenue outlook

Positive Impact 4 of 5 earnings Written later

Dell reported fiscal second-quarter 2027 results for the quarter ended July 31, 2026, with net revenue of $46,971 million, up 58% year over year, and diluted EPS of $6.34, up 273%. Dell raised its full-year FY27 revenue guidance to $192.0 billion from $167.0 billion and its GAAP diluted EPS guidance to $24.37 from $17.31, while cash flow from operations fell 13% in the quarter to $2.2 billion.

Key points

  • Q2 net revenue of $47.0 billion, up 58% year over year; GAAP diluted EPS of $6.34, up 273%
  • Full-year FY27 revenue guidance raised to $192.0 billion from $167.0 billion; GAAP diluted EPS guidance $24.37, up from $17.31
  • Q3 FY27 guidance: revenue of $49.0 billion and GAAP diluted EPS of $6.10
  • Record $4.3 billion returned to shareholders in Q2; quarterly dividend of $0.63 per share payable Oct. 30 to holders of record as of Oct. 20

The filing

CompanyDell Technologies (DELL)
Form8-K, current report
Filed with the SECSep 1, 2026, 4:10 PM ET
Accession number0001571996-26-000039

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 September 01, 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.