Dell Technologies Inc.
NYSE•DELL
CEO: Mr. Michael Saul Dell
Sector: Technology
Industry: Computer Hardware
Listing Date: 2016-08-17
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment provides modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage; and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; software and peripherals; and consulting, support, and deployment services. The CSG segment provides desktops, workstations, and notebooks; displays, docking stations, keyboards, mice, webcam, and audio devices; and third-party software and peripherals, as well as configuration, support and deployment, and extended warranty services. It is involved in cybersecurity technology-driven security solutions to prevent security breaches, detect malicious activity, respond rapidly when a security breach occurs, and identify emerging threats; originating, collecting, and servicing customer financing arrangements; and the resale of VMware products and services. The company serves enterprises, public institutions, and small and medium-sized businesses through its direct sales channel, value-added resellers, system integrators, distributors, and retailers. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.
Contact Information
Market Cap
$166.66B
P/E (TTM)
27.1
40.3
Dividend Yield
0.9%
52W High
$263.99
52W Low
$101.00
52W Range
Rank45Top 56.8%
3.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2026 Data
Revenue
$33.38B+0.00%
4-Quarter Trend
EPS
$3.47+0.00%
4-Quarter Trend
FCF
$3.95B+0.00%
4-Quarter Trend
2026 Annual Earnings Highlights
Key Highlights
Total Revenue Increased 19% Total net revenue reached $113.54B USD, increasing 19% over prior period results driven by ISG strength.
Operating Income Surged 31% Operating income grew 31% to $8.15B USD, primarily attributable to strong performance in the Infrastructure Solutions Group.
AI Server Growth Dominates ISG revenue jumped 40% to $60.83B USD, fueled by 166% growth in AI-optimized servers offerings.
Free Cash Flow Expands Free cash flow increased substantially by 337% to $8.56B USD, reflecting strong profitability and working capital dynamics.
Risk Factors
Adverse Economic Conditions Adverse global economic conditions may reduce customer spending, potentially harming net revenue and profitability.
Competitive Technology Pace Rapid technological advances require aggressive response to develop new offerings and maintain competitive advantage.
Supplier Concentration Risk Reliance on single/limited-source suppliers risks product availability and timely delivery of critical components.
AI Ethical and Legal Exposure AI technology use introduces ethical and legal risks, potentially causing reputational harm or liability claims.
Outlook
FY2027 Revenue Projection Expect significant ISG net revenue growth and modest CSG growth for the upcoming Fiscal 2027 period.
Focus on Recurring Revenue Flexible consumption models are expected to strengthen customer relationships and provide a foundation for recurring revenue.
Continued R&D Investment Continued strategic R&D investment totaled $3.1B USD in Fiscal 2026 to drive innovation and new solutions.
Capital Return Strategy Capital allocation prioritizes returning capital via dividends and repurchases, with $10B added to authorization.
Peer Comparison
Revenue (TTM)
$113.54B
$21.09B
$20.16B
Gross Margin (Latest Quarter)
95.8%
79.6%
67.1%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| ADI | $206.38B | 76.3 | 7.9% | 18.1% |
| STX | $187.01B | 77.5 | 916.4% | 4.5% |
| WDC | $177.80B | 27.4 | 91.9% | 11.5% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
12.6%
Steady Growth
4Q Net Income CAGR
32.8%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:May 27, 2026
EPS:-
|Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data