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Compared to Estimates, Dell Technologies (DELL) Q2 Earnings: A Look at Key Metrics

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For the quarter ended July 2025, Dell Technologies (DELL - Free Report) reported revenue of $29.78 billion, up 19% over the same period last year. EPS came in at $2.32, compared to $1.89 in the year-ago quarter.

The reported revenue represents a surprise of +1.56% over the Zacks Consensus Estimate of $29.32 billion. With the consensus EPS estimate being $2.31, the EPS surprise was +0.43%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Dell Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Revenue- Client Solutions Group: $12.5 billion versus the four-analyst average estimate of $12.89 billion. The reported number represents a year-over-year change of +0.7%.
  • Net Revenue- Infrastructure Solutions Group: $16.8 billion versus the four-analyst average estimate of $15.95 billion. The reported number represents a year-over-year change of +44.3%.
  • Net Revenue- Infrastructure Solutions Group- Servers and networking: $12.94 billion versus the four-analyst average estimate of $11.86 billion. The reported number represents a year-over-year change of +68.7%.
  • Net Revenue- Infrastructure Solutions Group- Storage: $3.86 billion compared to the $4.09 billion average estimate based on four analysts. The reported number represents a change of -3% year over year.
  • Net Revenue- Client Solutions Group- Commercial: $10.78 billion versus the four-analyst average estimate of $11.31 billion. The reported number represents a year-over-year change of +2.1%.
  • Net Revenue- Client Solutions Group- Consumer: $1.72 billion versus $1.59 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -7.3% change.
  • Net Revenue- Corporate and Other: $473 million compared to the $442.47 million average estimate based on three analysts.
  • Operating Income- Client Solutions Group: $803 million versus $710.88 million estimated by two analysts on average.
  • Operating Income- Infrastructure Solutions Group: $1.47 billion versus the two-analyst average estimate of $1.57 billion.

View all Key Company Metrics for Dell Technologies here>>>

Shares of Dell Technologies have returned -0.8% over the past month versus the Zacks S&P 500 composite's +1.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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