Dell raises FY27 adj EPS guidance to $25.50, GAAP to $24.37

1 min read | Published on 02 Sept 2026, 01:46 AM |Updated on 02 Sept 2026, 01:46 AM

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Naman SScanX News Team

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Key Highlights

Dell raises FY27 adjusted EPS guidance to $25.50 from $17.90
Revenue outlook upgraded to $192 billion from $165B-$169B range
GAAP EPS guidance increased to $24.37 from $17.31
New estimates significantly exceed analyst consensus projections

*this image is generated using AI for illustrative purposes only.

Dell Technologies (NYSE: DELL) has substantially upgraded its full-year financial outlook for fiscal year 2027, signaling strong confidence in its growth trajectory amid robust demand.

The company raised its adjusted earnings per share (EPS) guidance from $17.90 to $25.50, surpassing the analyst estimate of $18.92. Concurrently, Dell increased its revenue outlook from a range of $165 billion to $169 billion to a single point estimate of $192 billion, beating the consensus estimate of $172.628 billion.

In addition to the adjusted metrics, Dell also revised its GAAP earnings guidance upward. The company raised its FY27 GAAP EPS guidance from $17.31 to $24.37.

What the Numbers Show

The magnitude of the upward revision indicates a significant divergence between market expectations and the company’s internal visibility. By raising the top-line guidance by approximately $19.4 billion above the previous upper bound and nearly $19.4 billion above the street estimate, Dell is projecting accelerated revenue conversion. The EPS hike of roughly 42% from the prior guidance suggests that this revenue growth is expected to translate efficiently into bottom-line profitability, likely driven by operational leverage or favorable mix shifts within its high-margin segments.

Guidance Revisions

Metric	Previous Guidance	New Guidance	Analyst Estimate	Variance vs Estimate
Adj EPS (FY27)	$17.90	$25.50	$18.92	+$6.58
Sales (FY27)	$165B–$169B	$192B	$172.628B	+$19.37B
GAAP EPS (FY27)	$17.31	$24.37	N/A	N/A

The revised figures reflect a material beat on both key performance indicators, positioning the company for a potentially record fiscal year if current trends persist.

Which specific business segments or product lines are driving the projected $19.4 billion revenue upside, and how sustainable is this demand?

How will Dell allocate the increased cash flow from this earnings beat, and will it prioritize share buybacks, dividends, or strategic acquisitions?

What operational leverage factors or cost-saving initiatives are enabling a 42% EPS increase that outpaces the revenue growth rate?

Dell Q3FY26 Results: Adj EPS $6.50 vs $4.49 est; sales $49B

0 min read | Published on 02 Sept 2026, 01:43 AM |Updated on 02 Sept 2026, 01:43 AM

Reviewed by

Ashish TScanX News Team

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Key Highlights

Dell projects Q3 adjusted EPS of $6.50, beating the $4.49 estimate
Revenue guidance set at $49.000 billion, surpassing $41.427 billion forecast
Significant upside on both earnings and sales metrics indicates strong demand

*this image is generated using AI for illustrative purposes only.

Dell Technologies (NYSE: DELL) is projecting a substantial beat on both earnings and revenue for its third quarter. The company forecasts adjusted earnings per share (EPS) of $6.50, significantly exceeding the analyst estimate of $4.49.

Simultaneously, Dell expects total sales to reach $49.000 billion, well above the consensus estimate of $41.427 billion. This guidance indicates strong demand across its product segments, driving top-line growth that outpaces market expectations by over $7.5 billion.

What the Numbers Show

The divergence between the projected figures and analyst estimates highlights a significant upside surprise. The adjusted EPS projection is approximately 45% higher than the estimate, while revenue guidance exceeds expectations by roughly 18%. This simultaneous beat on both topline and bottom-line metrics suggests robust operational performance and effective cost management during the period.