DELLDell Technologies

Technology · Computer Hardware · NYSE

Dell Technologies is a leader in the global technology industry focused on providing broad and innovative technology solutions for the data and artificial intelligence (“AI”) era. 10-K, Item 1

Employees: 97,000
Headquarters: Round Rock, TX
CEO: Michael S. Dell
Next results: around Nov 24, 2026

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The numbers DELL said it expected, in its earnings releases of the last 3 years, next to what it then reported for the same period. Each target links to the sentence in the release; each result to the 10-Q or 10-K it was first reported in.

Of 11 range targets with a reported result: 8 came in above the last range given, 2 within it, 1 below it.

Target	What the company said	Reported	Result
Diluted EPS Fiscal 2027	Given $11.52 release 2026-02-26 Raised $17.31 release 2026-05-28 Raised $24.37 release 2026-09-01	–	Not reported yet
The company's words Full-year FY27 GAAP diluted EPS expected to be $11.52 at the midpoint, up 33% year over year, and non-GAAP diluted EPS to be $12.90 at the midpoint, up 25% release 2026-02-26 Full-year FY27 GAAP diluted EPS expected to be $17.31 at the midpoint, up 99% year over year, and non-GAAP diluted EPS to be $17.90 at the midpoint, up 74% 2 release 2026-05-28 Full-year FY27 EPS guidance of $24.37 and non-GAAP EPS guidance of $25.50, up 181% and 148% year over year, respectively release 2026-09-01
Revenue Fiscal 2027	Given $138.00B to $142.00B release 2026-02-26 Raised $165.00B to $169.00B release 2026-05-28 Raised $192.00B release 2026-09-01	–	Not reported yet
The company's words Full-year FY27 revenue expected between $138.0 billion and $142.0 billion, up 23% year over year at the midpoint of $140.0 billion release 2026-02-26 Full-year FY27 revenue expected between $165.0 billion and $169.0 billion, up 47% year over year at the midpoint of $167.0 billion release 2026-05-28 Full-year FY27 revenue guidance of $192.0 billion, up 69% year over year release 2026-09-01
Revenue Q2 of fiscal 2027	Given $44.00B to $45.00B release 2026-05-28	$46.97B 10-Q filed 2026-09-08	Above the range
The company's words Second-quarter FY27 revenue expected between $44.0 billion and $45.0 billion, up 49% year over year at the midpoint of $44.5 billion release 2026-05-28
Revenue Q1 of fiscal 2027	Given $34.70B to $35.70B release 2026-02-26	$43.84B 10-Q filed 2026-06-09	Above the range
The company's words First-quarter FY27 revenue expected between $34.7 billion and $35.7 billion, up 51% year over year at the midpoint of $35.2 billion release 2026-02-26
Diluted EPS Fiscal 2026 (ended 2026-01-30)	Given $7.85 release 2025-02-27 Raised $7.99 release 2025-05-29 Lowered $7.98 release 2025-08-28 Raised $8.38 release 2025-11-25	$8.68 10-K filed 2026-03-16	Above the range
The company's words Full-year FY26 GAAP diluted EPS expected to be $7.85, up 23% year over year, and non-GAAP diluted EPS to be $9.30, up 14% release 2025-02-27 Full-year FY26 GAAP diluted EPS expected to be $7.99 at the midpoint, up 25% year over year, and non-GAAP diluted EPS to be $9.40 at the midpoint, up 15% release 2025-05-29 Full-year FY26 GAAP diluted EPS expected to be $7.98 at the midpoint, up 25% year over year, and non-GAAP diluted EPS to be $9.55 at the midpoint, up 17% release 2025-08-28 Full-year FY26 GAAP diluted EPS expected to be $8.38 at the midpoint, up 31% year over year, and non-GAAP diluted EPS to be $9.92 at the midpoint, up 22% release 2025-11-25
Revenue Fiscal 2026 (ended 2026-01-30)	Given $101.00B to $105.00B release 2025-02-27 Kept $101.00B to $105.00B release 2025-05-29 Raised $105.00B to $109.00B release 2025-08-28 Raised $111.20B to $112.20B release 2025-11-25	$113.54B 10-K filed 2026-03-16	Above the range
The company's words Full-year FY26 revenue expected between $101.0 billion and $105.0 billion, up 8% year over year at the midpoint of $103.0 billion release 2025-02-27 Full-year FY26 revenue expected between $101.0 billion and $105.0 billion, up 8% year over year at the midpoint of $103.0 billion release 2025-05-29 Full-year FY26 revenue expected between $105.0 billion and $109.0 billion, up 12% year over year at the midpoint of $107.0 billion release 2025-08-28 Full-year FY26 revenue expected between $111.2 billion and $112.2 billion, up 17% year over year at the midpoint of $111.7 billion release 2025-11-25
Diluted EPS Q4 of fiscal 2026	Given $3.05 release 2025-11-25	–	Not found in XBRL
The company's words Fourth-quarter FY26 GAAP diluted EPS expected to be $3.05 at the midpoint, up 42% year over year, and non-GAAP diluted EPS to be $3.50 at the midpoint, up 31% 2 release 2025-11-25
Revenue Q4 of fiscal 2026	Given $31.00B to $32.00B release 2025-11-25	$33.38B 10-K filed 2026-03-16	Above the range
The company's words Fourth-quarter FY26 revenue expected between $31.0 billion and $32.0 billion, up 32% year over year at the midpoint of $31.5 billion release 2025-11-25
Diluted EPS Q3 of fiscal 2026	Given $2.07 release 2025-08-28	$2.28 10-Q filed 2025-12-09	Above the range
The company's words Third-quarter FY26 GAAP diluted EPS expected to be $2.07 at the midpoint, up 26% year over year, and non-GAAP diluted EPS to be $2.45 at the midpoint, up 11% 2 release 2025-08-28
Revenue Q3 of fiscal 2026	Given $26.50B to $27.50B release 2025-08-28	$27.00B 10-Q filed 2025-12-09	Within the range
The company's words Third-quarter FY26 revenue expected between $26.5 billion and $27.5 billion, up 11% year over year at the midpoint of $27.0 billion release 2025-08-28
Diluted EPS Q2 of fiscal 2026	Given $1.85 release 2025-05-29	$1.70 10-Q filed 2025-09-08	Below the range
The company's words Second-quarter FY26 GAAP diluted EPS expected to be $1.85 at the midpoint, up 50% year over year, and non-GAAP diluted EPS to be $2.25 at the midpoint, up 15% 2 release 2025-05-29
Revenue Q2 of fiscal 2026	Given $28.50B to $29.50B release 2025-05-29	$29.78B 10-Q filed 2025-09-08	Above the range
The company's words Second-quarter FY26 revenue expected between $28.5 billion and $29.5 billion, up 16% year over year at the midpoint of $29.0 billion release 2025-05-29
Diluted EPS Q1 of fiscal 2026	Given $1.29 release 2025-02-27	$1.37 10-Q filed 2025-06-10	Above the range
The company's words First-quarter FY26 GAAP diluted EPS expected to be $1.29, down 6% year over year, and non-GAAP diluted EPS to be $1.65, up 25% 2 Fourth Quarter and Full-Year Fiscal 2025 Financial Results release 2025-02-27
Revenue Q1 of fiscal 2026	Given $22.50B to $23.50B release 2025-02-27	$23.38B 10-Q filed 2025-06-10	Within the range
The company's words First-quarter FY26 revenue expected between $22.5 billion and $23.5 billion, up 3% year over year at the midpoint of $23.0 billion release 2025-02-27

2 targets far from the company's reported total, so not compared (usually a target for one product, segment or definition)

Diluted EPS, Q2 of fiscal 2027: said $4.48, reported $6.34. The company's words
Diluted EPS, Q1 of fiscal 2027: said $2.55, reported $5.24. The company's words

Targets are read from the sentences of the EX-99 exhibits of 8-K item 2.02 filings (12 releases since 2023-11-30), without AI; in outlook tables only the first column is read. The result compares the reported number with the last range given before the period was reported. Results come from SEC's XBRL company facts, as first reported. A company's target can use its own definition (META's capital expenditures include finance lease payments, for example), so read the quote.

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