Dell Technologies Stock Climbs After Mixed Q4 Results: EPS Beat, Revenues Miss

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Dell Technologies, Inc. DELL reported its fourth-quarter results after Thursday's closing bell. Here's a look at the key figures from the report. 

The Details: Dell Technologies reported quarterly earnings of $2.68 per share, which beat the analyst consensus estimate of $2.53. Quarterly revenue of $23.9 billion missed the consensus estimate of $24.56 billion and is an increase over revenue of $22.32 billion from the same period last year.

Infrastructure Solutions Group (ISG)

  • Fourth-quarter revenue was $11.4 billion, up 22% year-over-year.
  • Full-year revenue was $43.6 billion, up 29% year-over-year.

Client Solutions Group (CSG)

  • Fourth-quarter revenue was $11.9 billion, up 1% year-over-year.
  • Full-year revenue was $48.4 billion, down 1% year-over-year.

Read Next: Q4 GDP Holds At 2.3% After Minor Revision In Second Estimate 

“FY25 was a transformative year — we hit $95.6 billion in revenue, grew our core business double digits, unlocked efficiencies, and drove record EPS,” said Yvonne McGill, CFO, Dell Technologies. “We’re raising our annual dividend by 18%, demonstrating our commitment to shareholder return and confidence in our opportunity to grow in FY26.”

Outlook: Dell sees fiscal 2026 revenue in a range of $101 billion to $105 billion, versus the $103.17 billion estimate, and adjusted earnings of $9.30 per share, versus the $9.23 estimate.

DELL Price Action: According to data from Benzinga Pro, Dell Technologies shares are up 3.64% after hours at $111.75 on Thursday.  

Read Next: 

Image: Shutterstock 

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