โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $1.11 (Est. $0.94) โ
โข Revenue: $12.2B (Est. $11.99B) โ , +34% YoY.
โข Adj. Operating Margin: 16.2%, +770 bps YoY.
โข Networking Revenue: $2.9B, +74.9% YoY.
โข Cloud & AI Revenue: $9.0B, +25.4% YoY.
โข Free Cash Flow: $1.0B, +$0.2B YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q4 FY2026 Revenue: $13.9Bโ$14.8B (Est. $13.04B) โ
โข Q4 FY2026 Adj. EPS: $1.20โ$1.30 (Est. $1.07) โ
โข FY2026 Adj. EPS: $3.75โ$3.85 (Est. $3.45) โ , raised.
โข FY2026 Revenue Growth: +34% to +37%, raised.
โข FY2026 Free Cash Flow: At least $3.75B, raised.
โข FY2027 Revenue Growth: +13% to +17%, raised.
โข FY2027 Adj. EPS Growth: +16% to +20%, raised.
โข FY2027 Free Cash Flow: At least $5.0B, raised.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข HPE delivered record revenue of $12.2B, up 34% YoY, while Adj. EPS significantly exceeded consensus.
โข Networking revenue surged 75%, including Data Center Networking growth of 112% and Routing growth of 270%.
โข Cloud & AI revenue increased 25% to $9.0B, with Server revenue up 35% and segment operating margin expanding to 17% from 7%.
โข Record orders and backlog drove HPE to raise its FY2026 outlook and its FY2027 growth framework.
โข HPE plans to return at least 75% of free cash flow to shareholders in Q4.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โAI is becoming a multi-year growth driver for HPE, and our differentiated portfolio positions us to capture that opportunity at scale.โ