Dell Technologies Inc. — Earnings
Most recent reported period: FY2026 (Q4) (filed for period ending 2026-01-30) · sourced from SEC EDGAR
Next earnings (estimated): Fri, May 1, 2026 — 3 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2026-01-30 | $33.38B | ↑+39.5% | $2.26B | ↑+47.4% | 9.3% |
| 2025-10-31 | $27.00B | ↑+10.8% | $1.55B | ↑+31.7% | 7.8% |
| 2025-08-01 | $29.78B | ↑+19.0% | $1.16B | ↑+31.2% | 6.0% |
| 2025-05-02 | $23.38B | ↑+5.1% | $965M | ↓-3.2% | 5.0% |
| 2025-01-31 | $23.93B | ↑+7.2% | $1.53B | ↑+14.7% | 9.0% |
| 2024-11-01 | $24.37B | ↑+9.5% | $1.18B | ↑+11.7% | 7.1% |
| 2024-08-02 | $25.03B | ↑+9.1% | $887M | ↑+81.4% | 5.6% |
| 2024-05-03 | $22.24B | ↑+6.3% | $997M | ↑+56.5% | 4.3% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2026 (Q4)
Revenue
$33.38B
↑+39.5% +$9.45B YoY
Net Income
$2.26B
↑+47.4% +$726M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 45 quarters
margin trajectory tells the operating-leverage storyGross Margin↓-3.6pts
20.2%
Operating Margin↑+0.2pts
9.3%
Net Margin↑+0.4pts
6.8%
Go deeper
DELL Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyDELL Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics