Dell Technologies Second Quarter 2026 Earnings: Beats Expectations

September 02, 2025

Dell Technologies (NYSE:DELL) Second Quarter 2026 Results

Key Financial Results

Revenue: US$29.8b (up 19% from 2Q 2025).
Net income: US$1.16b (up 38% from 2Q 2025).
Profit margin: 3.9% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue.
EPS: US$1.70 (up from US$1.20 in 2Q 2025).

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earnings-and-revenue-growth — NYSE:DELL Earnings and Revenue Growth September 2nd 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

Dell Technologies Revenues and Earnings Beat Expectations

Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%.

Looking ahead, revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Tech industry in the US.

Performance of the American Tech industry.

The company's shares are down 6.7% from a week ago.

Risk Analysis

You still need to take note of risks, for example - Dell Technologies has 2 warning signs we think you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

mitchell_lawler

The world's in stitches over robots sprinting into walls. I still think they're the answer to our productivity problem.

devon_jd1502h

What you have missed is that this event happened last year too. Last year the number was 21 seconds. This year it beat Bolt. That's 60% improvement in an year. Now extrapolate this in many axes of work that Robots can come and fill in. The physical productivity and AI boom is just starting.

LeverageIsLovely3h

I can't pick a company. But I can pick a person. With no doubt that's Musk. Optimus for blue collar productivity increase and xAI for white collar productivity increase. Did anyone dabble with GrokBot here?

Andrew Legget

Great earnings season, but are the earnings real?

At first glance, this was the strongest earnings season in years. But when you look at where the growth actually came from, the story splits into two very different pictures.

Aug 28, 2026

About NYSE:DELL

Dell Technologies

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

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