HPE(US:HPE) ZACKS·2025-09-03 23:01Core Insights - Hewlett Packard Enterprise (HPE) reported revenue of $9.14 billion for the quarter ended July 2025, reflecting an 18.5% increase year-over-year [1] - The earnings per share (EPS) was $0.44, down from $0.50 in the same quarter last year, but exceeded the consensus estimate of $0.43 [1] - The reported revenue surpassed the Zacks Consensus Estimate of $8.78 billion, resulting in a revenue surprise of +4.07% [1] Financial Performance Metrics - Revenue from Financial Services was $886 million, exceeding the average estimate of $870.59 million, with a year-over-year change of +0.8% [4] - Revenue from Corporate Investments and other was $194 million, slightly below the average estimate of $199.88 million, showing a significant year-over-year decline of -26% [4] - Revenue from Hybrid Cloud reached $1.48 billion, compared to the estimated $1.51 billion, marking a +14.2% increase year-over-year [4] - Server revenue was reported at $4.94 billion, surpassing the average estimate of $4.67 billion, with a year-over-year growth of +15.4% [4] - The elimination of intersegment net revenue and other was reported at -$98 million, slightly better than the estimated -$99.71 million, but showed a year-over-year decline of -25.8% [4] Earnings from Operations - Earnings from Operations in Financial Services were $88 million, exceeding the average estimate of $79.73 million [4] - Earnings from Operations in Hybrid Cloud were $87 million, below the average estimate of $90.8 million [4] - Earnings from Operations in Server were $317 million, slightly below the average estimate of $324.32 million [4] - Earnings from Operations in Corporate Investments and other were reported at -$14 million, in line with the average estimate of -$14.02 million [4] Stock Performance - HPE shares have returned +14.1% over the past month, outperforming the Zacks S&P 500 composite's +3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]