Dell Technologies — 2026Q3 財報

來自財報

Dell's AI server business went from a growth story to the majority of the company, driving record revenue, a 273% EPS jump, and a $25 billion raise to full-year guidance.

• “Record revenue of $47.0 billion, up 58% year over year”

  Dell posted record quarterly revenue of $47.0 billion, up 58% year over year.

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• “Record diluted earnings per share (EPS) of $6.34, up 273% year over year, and record non-GAAP diluted EPS of $7.04, up 203%”

  Earnings grew far faster than revenue, with GAAP diluted EPS up 273% and non-GAAP diluted EPS up 203%.

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• “Record AI-Optimized Servers revenue: $16.4 billion, up 100% year over year”

  AI-Optimized Servers were the largest single driver, doubling year over year to $16.4 billion of revenue.

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• “That’s clearest in our AI server business where we booked a record $60.9 billion in orders, recognized a record $16.4 billion in revenue and exited the quarter with a record $95 billion backlog.”

  Management framed forward visibility around a record AI server order book and backlog rather than shipped revenue alone.

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• “With AI momentum accelerating and our opportunity expanding across the portfolio, we’re raising our full-year FY27 revenue outlook by $25 billion to $192 billion, up nearly 70% year over year.”

  Dell raised full-year FY27 revenue guidance by $25 billion to $192 billion.

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