Q2 FY2027 EarningsQ2 FY27 beat consensus significantly across all key financial metrics, driven by a 58% YoY revenue surge to $47.0B vs. $44.5B expected. Non-GAAP EPS of $7.04 outperformed the $4.92 consensus by 43.1%, while Operating Income (EBIT) of $5.39B exceeded the $4.12B estimate. Infrastructure Solutions Group (ISG) was the primary growth engine, with AI-optimized server revenue doubling YoY to $16.4B, reinforcing strong AI infrastructure demand despite anticipated margin pressure from product mix shifts.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Dell Tech(DELL) the Revenue is 46.97 B (+57.75%), Beat estimate;the EBIT is 5.929 B (+159.6%), Beat estimate;the EPS is 6.34 (+272.9%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
46.97B57.75%
44.50B49.43%
+2.48B8.32%
EBITExceed expectations
5.93B159.59%
4.12B80.60%
+1.80B78.99%
EPSExceed expectations
6.34272.94%
4.4029158.99%
+1.9371113.95%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf