
• Reported GAAP EPS of $3.37 up 56.74% YoY • Reported revenue of $33.38B up 39.48% YoY • Dell Technologies expects full-year FY27 revenue growth of 23% at the midpoint, reaching $140.0 billion, with GAAP diluted EPS growth of 33% and non-GAAP diluted EPS growth of 25% at the midpoint.
Bullish
Dell Technologies achieved record full-year revenue and EPS, driven by strong AI-optimized server orders and a significant backlog, while increasing cash dividends and share repurchase authorizations for shareholders.
Bearish
Dell Technologies' Client Solutions Group saw full-year operating income decline and consumer revenue decrease. Services net revenue also decreased, alongside risks from key personnel dependence and indebtedness.