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
時価総額
$28.80B
PER (TTM)
-184.5
72.7
配当利回り
2.5%
52週高値
$26.44
52週安値
$11.97
52週レンジ
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
Q1 2026 データ
売上高
$9.30B+0.00%
直近4四半期の推移
EPS
$0.32+0.00%
直近4四半期の推移
フリーCF
$1.18B+0.00%
直近4四半期の推移
2026 Q1 決算ハイライト
主なハイライト
Revenue Jumps Post-Merger Total net revenue reached $9.30B, marking an 18.4% increase, largely driven by Networking segment growth of 151.5%.
Gross Margin Expansion Noted GAAP gross profit margin improved 6.7 points to 35.9%, reflecting higher revenue mix from the Networking segment.
Operating Cash Flow Rebounds Net cash from operations provided $1.18B, a significant positive swing from $(390)M used in the prior period.
Non-GAAP Profit Surges Non-GAAP earnings from operations surged 51.5% to $1.18B, showing strong underlying profitability excluding integration charges.
リスク要因
Cloud AI Goodwill Sensitivity Cloud & AI goodwill test showed only 10% fair value excess; sensitive to macroeconomic worsening or sustained stock price decline.
Operating Expenses Increase Operating expenses rose due to Juniper integration costs, causing GAAP operating margin decline to 5.1% from 5.5%.
Uneven Macroeconomic Demand Customers strategically approach discretionary IT spending, resulting in uneven demand across the portfolio, especially hardware offerings.
Tariff Ruling Uncertainty SCOTUS tariff ruling creates uncertainty regarding potential refunds and future import/export regulation impacts on the business.
見通し
H3C Divestiture Finalizing Agreements finalized to sell remaining H3C stake for approximately $1.4B cash consideration, subject to regulatory approvals.
Cost Savings Program Active Program targets $350M gross savings by FY2027 through structural cost reductions and workforce optimization efforts.
Focus on Recurring Revenue Strategy emphasizes expanding HPE GreenLake cloud offerings to deliver portfolio as-a-service and drive recurring revenue growth.
Juniper Integration Investment Expect ongoing $800M investment tied to headcount and supply chain optimization to realize Juniper integration synergies by fiscal 2028.
同業比較
売上高 (TTM)
$35.79B
$28.06B
$23.57B
粗利益率 (最新四半期)
69.9%
68.5%
62.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| KEYS | $48.58B | 50.8 | 16.5% | 25.8% |
| CIEN | $47.65B | 208.3 | 8.3% | 27.0% |
| ASX | $45.77B | 35.9 | 12.8% | 29.7% |
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
7.0%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年6月1日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし