U.S. Markets

Dell (DELL) Q2 2026 (USD): Adj. EPS 7.04 (exp. 4.91), Revenue 47.0bln (exp. 44.9bln)

StockNow breaking-news AI analysis

Dell posted Q2 2026 results beating expectations, highlighted by $16.40B in AI server revenue, a $95B backlog, and substantially raised annual guidance.

News detail

Q2 AI-optimised servers revenue 16.40bln (exp. 16.03bln). Q2 AI servers business ended the quarter with a backlog of USD 95bln. Outlook FY adj. EPS 25.50 (exp. 18.99). FY revenue 192.0bln (exp. 174bln). FY AI-optimised servers revenue 74.0bln (prev. ~60bln). Q3 adj. EPS 6.50 (prev. 4.48). Q3 revenue 49bln (exp. 41.42bln).

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