Dell Technologies · 2026-05-28
Dell Technologies（DELL）FY2027 Q1 財報發布摘要
收入: $43.8B revenue, up 88% year over year; 盈利能力: $5.24 GAAP diluted EPS, $4.86 non-GAAP diluted EPS, and $4.1B operating cash flow; 指引: FY2027 revenue guidance was raised to $165B-$169B, with AI-optimized server revenue expected near $60B
收入: $43.8B revenue, up 88% year over year
盈利能力: $5.24 GAAP diluted EPS, $4.86 non-GAAP diluted EPS, and $4.1B operating cash flow
指引: FY2027 revenue guidance was raised to $165B-$169B, with AI-optimized server revenue expected near $60B
已披露資料
DELL 關鍵披露數字
收入: $43.8B revenue, up 88% year over year
AI-optimized server revenue was $16.1B, up 757% year over year, and AI orders were $24.4B
盈利能力: $5.24 GAAP diluted EPS, $4.86 non-GAAP diluted EPS, and $4.1B operating cash flow
盈利線需要和利潤率品質、現金流以及一次性因素一起讀。
指引: FY2027 revenue guidance was raised to $165B-$169B, with AI-optimized server revenue expected near $60B
前瞻指引是財報後估值重估的核心。
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