服务器和网络业务

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戴尔科技集团:2026 财年第二财季营收298亿美元,同比增长19%
Xin Lang Cai Jing· 2025-08-29 00:12
Core Insights - Dell Technologies reported record revenue of $29.8 billion for Q2 of FY2026, representing a 19% year-over-year increase [1][3] - The company's operating profit reached $1.8 billion, up 27% year-over-year, while non-GAAP operating profit was $2.3 billion, a 10% increase [1][2] Financial Performance - For the three-month period ending August 1, 2025, net revenue was $29.776 billion, a 19% increase from $25.026 billion in the same period of 2024 [2] - Operating profit for the same period was $1.773 billion, up 27% from $1.392 billion year-over-year [2] - Non-GAAP operating profit for the quarter was $2.284 billion, a 10% increase from $2.084 billion [2] - The diluted earnings per share (EPS) was $1.70, a 38% increase from the previous year, while non-GAAP EPS reached a record $2.32, up 19% [2][3] Cash Flow and Shareholder Returns - The company generated operating cash flow of $2.5 billion for the quarter, a 90% increase from $1.34 billion [2] - Dell returned $1.3 billion to shareholders during the quarter [3] Segment Performance - The Infrastructure Solutions Group (ISG) achieved record revenue of $16.8 billion, a 44% increase year-over-year [3] - Server and networking revenue reached a record $12.9 billion, growing 69% [3] - Storage revenue was $3.9 billion, down 3% [3] - The Client Solutions Group (CSG) reported revenue of $12.5 billion, a 1% increase, with commercial customer revenue at $10.8 billion, up 2%, and consumer revenue at $1.7 billion, down 7% [3]