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Hewlett Packard Enterprise Company

Hewlett Packard Enterprise Company

NYSE•HPE
CEO: Mr. Antonio Fabio Neri
セクター: Technology
業種: Communication Equipment
上場日: 2015-10-19
Hewlett Packard Enterprise Company provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It operates in six segments: Compute, HPC & AI, Storage, Intelligent Edge, Financial Services, and Corporate Investments and Other. The company offers general purpose servers for multi-workload computing and workload-optimized servers; HPE ProLiant rack and tower servers; HPE Synergy; HPE Alletra, HPE GreenLake, Zerto, HPE InfoSight, and HPE CloudPhysics storage products; HPE Cray EX, HPE Cray XD, and converged edge systems; and HPE Superdome Flex, HPE Nonstop, and HPE Integrity products. It also provides HPE Aruba products that includes hardware products, such as Wi-Fi access points, switches, and gateways; HPE Aruba Networking software and services comprising cloud-based management, network management and access control, analytics and assurance, software-defined wide-area networking, network security, analytics and assurance, and location services software; and professional and support services, as well as as-a-service and consumption models. In addition, the company offers leasing, financing, IT consumption, and utility programs and asset management services for customers to facilitate technology deployment models and the acquisition of various IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others; consultative-led services; HPE Ezmeral Container Platform; HPE Ezmeral Software Container Platform and HPE Ezmeral Software Data Fabric; OpsRamp; and Hewlett Packard Labs. It serves commercial and large enterprise groups, such as business and public sector enterprises; and through various partners comprising resellers, distribution partners, original equipment manufacturers, independent software vendors, systems integrators, and advisory firms. The company was founded in 1939 and is headquartered in Spring, Texas.
連絡先情報
1701 East Mossy Oaks Road, Spring, TX, 77389, United States
678-259-9860
www.hpe.com
時価総額
$30.28B
PER (TTM)
527.0
88.7
配当利回り
2.3%
52週高値
$26.44
52週安値
$11.97
52週レンジ
74%
順位40Top 42.0%
4.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$9.70B+14.31%
直近4四半期の推移

EPS

$0.12-88.69%
直近4四半期の推移

フリーCF

$1.82B+28.27%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Revenue Growth Post-Juniper Total net revenue reached $24.62B, up 13.6% for nine months, driven by Juniper Networks acquisition in Networking segment.
Goodwill Impairment Impact Net loss attributable to common stockholders was $(205)M for nine months, heavily impacted by $1.36B goodwill impairment charge.
Server Revenue Driven by AUPs Server segment net revenue grew 16.3% for nine months, primarily due to higher Average Unit Prices (AUPs) realization.
Cash Flow Significantly Reduced Net cash provided by operating activities was $454M for nine months, a sharp decrease from $2.31B in the prior period.

リスク要因

Gross Margin Compression Nine-month gross margin fell 4.6 points to 29.0%, primarily due to increased cost of sales across Server and Networking.
Macroeconomic Uncertainty Persists Evolving macroeconomic environment and geopolitical tensions may limit near-term revenue and overall margin growth expectations.
Integration and Restructuring Costs Significant charges incurred related to Juniper acquisition integration and ongoing cost reduction program expenditures.
Tax Rate Volatility Observed Effective tax rate for nine months was (359.9)%, impacted by discrete tax adjustments and non-deductible goodwill impairment.

見通し

GreenLake Cloud Expansion Continue strengthening core offerings and expanding HPE GreenLake cloud portfolio to drive future recurring revenue growth.
Juniper Integration Strategy Juniper Networks (AI-native networks) integrated into Networking segment to advance portfolio mix shift towards higher-growth solutions.
Share Repurchase Authorization Remaining authorization of approximately $0.7B for future common stock share repurchases is currently available to stockholders.
Debt Repayment Activity Repaid $1.1B of outstanding asset-backed debt securities during the nine months ended July 31, 2025 period.

同業比較

売上高 (TTM)

Hewlett Packard Enterprise CompanyHPE
$34.30B
+14.1%
Super Micro Computer, Inc.SMCI
$28.06B
+34.8%
Telefonaktiebolaget LM Ericsson (publ)ERIC
$23.57B
-7.7%

粗利益率 (最新四半期)

Pure Storage, Inc.PSTG
72.3%
+2.2pp
Credo Technology Group Holding LtdCRDO
67.5%
+4.4pp
AST SpaceMobile, Inc.ASTS
62.6%
-37.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ASX$51.02B38.012.8%29.7%
CIEN$42.87B348.74.5%27.0%
KEYS$40.12B47.815.2%26.3%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
7.5%
安定成長
4四半期純利益CAGR
-34.6%
収益性の低下
キャッシュフロー安定性
50%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年3月5日
|
EPS:$0.60
|
売上高:$9.31B
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年7月31日|提出日: 2025年9月4日|
    売上高: $9.20B+19.9%
    |
    EPS: $0.21-46.2%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年4月30日|提出日: 2025年6月4日|
    売上高: $7.59B+5.7%
    |
    EPS: $-0.82-441.7%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年1月31日|提出日: 2025年3月7日|
    売上高: $7.81B+16.0%
    |
    EPS: $0.45+50.0%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年10月31日|提出日: 2024年12月19日|
    売上高: $30.07B+3.3%
    |
    EPS: $1.95+25.0%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年7月31日|提出日: 2024年9月5日|
    売上高: $7.67B+9.3%
    |
    EPS: $0.39+8.3%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年4月30日|提出日: 2024年6月5日|
    売上高: $7.18B+2.7%
    |
    EPS: $0.24-25.0%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年1月31日|提出日: 2024年3月5日|
    売上高: $6.73B-13.2%
    |
    EPS: $0.30-3100.0%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年10月31日|提出日: 2023年12月22日|
    売上高: $29.11B+3.6%
    |
    EPS: $1.56+132.8%
    予想を下回る