Form 8-K · Current report
Dell Technologies 8-K, filed Sep 1, 2026
- Filed
- CIK
- 0001571996
- Accession no.
- 0001571996-26-000039
Summary
Dell Technologies reported record fiscal 2027 second-quarter revenue of $47.0 billion, up 58% year over year, with diluted EPS of $6.34 and non-GAAP diluted EPS of $7.04, and raised its full-year FY27 revenue guidance by $25 billion to $192 billion. Chief operating officer Jeff Clarke said the AI server business booked a record $60.9 billion in orders and $16.4 billion in revenue with a $95 billion backlog, while CFO David Kennedy said the company returned a record $4.3 billion to shareholders and the board declared a $0.63 quarterly dividend.
Key points
- Infrastructure Solutions Group revenue was a record $31.8 billion, up 89%, including $16.4 billion of AI-optimized server revenue and $10.5 billion of traditional servers and networking revenue, up 122%.
- Client Solutions Group revenue rose 20% to $15.0 billion, with commercial client revenue of $13.2 billion up 22% and consumer revenue of $1.8 billion up 7%.
- Dell guided third-quarter FY27 revenue to $49.0 billion and full-year FY27 AI-optimized server revenue to $74.0 billion, up 200%.
- Cash flow from operations was $2.2 billion and the quarterly dividend of $0.63 per share is payable October 30 to holders of record October 20.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On September 1, 2026, Dell Technologies Inc. (the “Company” or “Dell”) issued a press release announcing its financial results for its fiscal quarter ended July 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this current report. In accordance with General Instruction B.2 to Form 8-K, the information contained in this Item 2.02 and in Exhibit 99.1 to this current report is being “furnished” with the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities under such section. …
An excerpt of the text as filed with the SEC, cut for length.
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