Dell Technologies Forecasts Revenue and EPS Growth for FY26

Dell Technologies outlines its growth expectations with a positive forecast for fiscal 2026, anticipating increased revenue and earnings per share. The company's commitment to shareholder returns is highlighted through a raised dividend.

Date: 28-02-2025

AI Rating: 7

Overall Guidance Positivity: Dell Technologies has provided a positive outlook for its fiscal 2026, expecting revenues between $101.0 billion and $105.0 billion, which represents an 8% year-over-year increase at the midpoint. This solid growth in revenue indicates a healthy demand for its products and services.

Earnings Per Share (EPS): The forecast includes an expected earnings per share of $7.85, which represents a 23% increase year over year. Furthermore, adjusted earnings per share are expected to be $9.30, showing a robust growth of 14%. This significant increment in EPS is a positive sign for investors, indicating improved profitability.

First Quarter Expectations: For the first quarter, while the revenue guidance is also positive, expected at between $22.5 billion and $23.5 billion (up 3% year over year), the forecasted earnings per share of $1.29 reflects a 6% decline from the previous year. However, the adjusted EPS is projected to rise by 25% to $1.65, indicating fluctuations but overall encouraging growth in profitability.

Dividend Increase: Dell has announced an 18% raise in its annual dividend, showcasing a commitment to shareholder returns and confidence in future growth opportunities, reinforcing a positive outlook for investors.

Stocks: DELL