Dell Technologies: Fiscal 3Q26 Financial Results
Summary:
Record third-quarter revenue of $27.0 billion, up 11% YoY
Diluted earnings per share (EPS) of $2.28, up 39% YoY, and record third-quarter non-GAAP diluted EPS of $2.59, up 17%
Cash flow from operations of $1.2 billion
“AI momentum is accelerating in the second half of the year, leading to record AI server orders of $12.3 billion and an unprecedented $30 billion in orders year to date,” said Jeff Clarke, vice chairman and COO, Dell Technologies. “Our five-quarter pipeline is multiples of our $18.4 billion backlog with a mix of neocloud, sovereign and enterprise customers. Dell is winning in AI because of our unique ability to engineer bespoke high-performance solutions, rapidly deploy large, complex clusters, and provide global support.
