Latest close: a new 52-week highSep 8, 2026what changed →
On our screens:Stocks that buy back more than they dilute
The financials
Dell Technologies by the numbers
Dell Technologies (DELL) reported revenue of $47.0B in Q2 2027 (quarter ended Jul 31, 2026), up 58% from the same quarter a year earlier. That came with a gross margin of 21% and net income of $4.13B (8.8% of revenue). For the full year FY2026, revenue was $113.5B (+19% year on year) and net income $5.94B. Its largest product in Q1 2027 (quarter ended May 1, 2026) was AI Optimized Servers And Networking at $16.1B, 33% of the disclosed total, ahead of Commercial at 26%.
| Income statement | Q2 2027 | Q2 2026 | Change |
|---|---|---|---|
| Revenue | $47.0B | $29.8B | +58% |
| Gross profit | $9.83B | $5.45B | +80% |
| Operating income | $5.38B | $1.77B | +204% |
| Net income | $4.13B | $1.16B | +255% |
| Diluted EPS | $6.34 | $1.70 | +273% |
| Product | Revenue | Share |
|---|---|---|
| AI Optimized Servers And Networking | $16.1B | 33% |
| Commercial | $13.0B | 26% |
| Traditional Servers And Networking | $8.54B | 17% |
| Service | $5.74B | 12% |
| Storage | $4.33B | 8.8% |
| Consumer | $1.59B | 3.2% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2027Total $49.35B (+105%)
AI Optimized Servers And Networking grew +757% year on yearService -0.73% year on year
Segment Latestquarter on quarteryear on year
- AI Optimized Servers And Networking$16.13B$16.13BQoQ -year on year +757%-+757%
- Commercial$13.02B$13.02BQoQ +12%year on year +18%+12%+18%
- Traditional Servers And Networking$8.54B$8.54BQoQ -year on year +92%-+92%
- Service$5.74B$5.74BQoQ -0.45%year on year -0.73%-0.45%-0.73%
- Storage$4.33B$4.33BQoQ -9.7%year on year +8.5%-9.7%+8.5%
- Consumer$1.59B$1.59BQoQ -15%year on year +8.6%-15%+8.6%
Computer Hardware
The closest names by size in the same industry