Similar companies
Did Dell Technologies Beat Earnings?
Dell Technologies (DELL) reported Q2 '26 revenue of $43.8B, up 87.5% year-over-year, with reported EPS of $4.63. That topped the $2.79 analyst estimate by 65.9% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Dell Technologies’s job postings, web traffic, and employee business outlook. See the full DELL stock analysis or the earnings calendar for upcoming reports.
DELL Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $2.79 | $4.63 | Beat +65.9% |
| Q1 '26 | $3.32 | $3.61 | Beat +8.7% |
| Q4 '25 | $2.48 | $2.59 | Beat +4.4% |
| Q3 '25 | $2.29 | $2.32 | Beat +1.3% |
| Q2 '25 | $1.69 | $1.55 | Missed -8.3% |
| Q1 '25 | $2.52 | $2.68 | Beat +6.3% |
Dell Technologies Quarterly Financial Trends
| Metric | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 24.4B | 23.8B | 23.4B | 29.8B | 27B | 33.4B | 43.8B | — |
| Gross margin | 21.8% | 23.0% | 21.1% | 18.3% | 20.7% | 20.2% | 17.8% | — |
| Operating margin | 6.8% | 9.1% | 5.3% | 6.0% | 8.0% | 9.4% | 8.3% | — |
| Net income | 1.13B | 1.53B | 965M | 1.16B | 1.55B | 2.26B | 3.44B | — |
| Net margin | 4.6% | 6.4% | 4.1% | 3.9% | 5.7% | 6.8% | 7.8% | — |
| EPS | $2.15 | $2.68 | $1.55 | $2.32 | $2.59 | $3.61 | $4.63 | — |
Dell Technologies Earnings Trend Analysis
Over the eight quarters from Q4 '24 to Q3 '26, Dell Technologies’s quarterly revenue moved from $24.4B to $0. Dell Technologies has beaten Wall Street EPS estimates in 7 of its last 8 reported quarters.
When Is Dell Technologies’s Next Earnings Date?
Dell Technologies reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the DELL earnings calendar.
Frequently Asked Questions: Dell Technologies Earnings
Dell Technologies's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Dell Technologies reported Q2 '26 EPS of $4.63 on revenue of $43.8B (+87.5% YoY). Dell Technologies beat estimates, reporting $4.63 vs. the $2.79 estimate.
Dell Technologies reported Q2 '26 revenue of $43.8B, up 87.5% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the DELL AI Score.
