News

Dell Technologies (DELL) reported $33.38 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 39.5%. EPS of $3.89 for the same period compares to $2.68 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $31.91 billion, representing a surprise of +4.61%. The company delivered an EPS surprise of +9.92%, with the consensus EPS estimate being $3.54.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Dell Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net Revenue- Infrastructure Solutions Group: $19.6 billion versus $18.82 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +72.7% change.
• Net Revenue- Infrastructure Solutions Group- Storage: $4.8 billion versus the five-analyst average estimate of $4.75 billion. The reported number represents a year-over-year change of +1.7%.
• Net Revenue- Client Solutions Group: $13.49 billion versus $12.62 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +13.6% change.
• Net Revenue- Client Solutions Group- Commercial: $11.61 billion versus the five-analyst average estimate of $10.81 billion. The reported number represents a year-over-year change of +16.2%.
• Net Revenue- Client Solutions Group- Consumer: $1.88 billion versus $1.81 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -0.3% change.
• Net Revenue- Corporate and Other: $283 million versus $379.49 million estimated by four analysts on average.
• Net Revenue- Products: $27.62 billion versus $25.01 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +53% change.
• Net Revenue- Services: $5.76 billion compared to the $6.54 billion average estimate based on two analysts. The reported number represents a change of -2% year over year.
• Operating Income- Client Solutions Group: $629 million versus the two-analyst average estimate of $824.63 million.
• Operating Income- Infrastructure Solutions Group: $2.9 billion versus $2.44 billion estimated by two analysts on average.

Shares of Dell Technologies have returned +5.3% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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