Skip to Content
Opening Bell

Dell Technologies Q2 FY2027 · Story

Read the quarter card by card, ready to share.

DELLQ2 FY20271/5

Estimate vs Actual

Earnings per Share

Estimate
$5.01
Actual
$7.04

+40.5% vs Estimate

Revenue

Estimate
$45.9 B
Actual
$47.0 B

+2.4% vs Estimate

DELLQ2 FY20272/5

Guidance

Revenue (Q3 FY27)

Company Guidance
49 billion

Strong Growth · 81% YoY ▲

Adjusted EPS (Q3 FY27)

Company Guidance
6.5 $

Strong Growth · 151% YoY ▲

Revenue (Full Year FY27)

Company Guidance
192 billion

$25B Upward Revision ▲

DELLQ2 FY20274/5

In 30 Seconds

Revenue rose 58% year over year to $47.0B; adjusted EPS of $7.04 beat estimates by 43%.

  • AI orders hit a record $60.9B with a $95B backlog; full-year revenue guidance was raised to $192B.
  • The stock fell 6.8% intraday on macro pressure, then jumped about 8% after hours on the margin surprise.

First point of the analysis's “In 30 Seconds”.

Full Analysis
Back to the Analysis