盘后重挫!昂贵AI芯片挤压利润率,慧与科技(HPE.US)新财年盈利与现金流指引不及预期
HPEHPE(US:HPE) Zhi Tong Cai Jing·2025-10-15 23:40

Group 1 - The company, Hewlett Packard Enterprise (HPE), has provided earnings and cash flow forecasts for the next fiscal year that are below analyst expectations, indicating challenges in profit margins amid the AI era [1] - HPE expects adjusted earnings per share to be between $2.20 and $2.40 for the fiscal year ending in October 2026, while analysts had an average forecast of $2.41 [1] - The company anticipates free cash flow to be between $1.5 billion and $2 billion, compared to the analyst average of $2.41 billion [1] Group 2 - HPE plans to increase its dividend by 10%, raising it from $0.13 per share per quarter, and has approved an additional $3 billion for stock buybacks [2] - For the fiscal year ending in October 2028, HPE forecasts adjusted earnings per share to reach at least $3 and free cash flow to exceed $3.5 billion, slightly above analyst expectations [2] - The company will implement layoffs as part of the integration with Juniper Networks, resulting in a loss of approximately $240 million, with most layoffs expected to occur within the next year [2] Group 3 - Following the earnings announcement, HPE's stock fell about 9% in after-hours trading, despite having risen 17% year-to-date [3]