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Here's What Key Metrics Tell Us About Dell Technologies (DELL) Q1 Earnings
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Dell Technologies (DELL - Free Report) reported $43.84 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 87.5%. EPS of $4.86 for the same period compares to $1.55 a year ago.
The reported revenue represents a surprise of +23.62% over the Zacks Consensus Estimate of $35.46 billion. With the consensus EPS estimate being $3.04, the EPS surprise was +60.13%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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- Infrastructure Solutions Group- Storage: $4.33 billion versus the five-analyst average estimate of $4.07 billion. The reported number represents a year-over-year change of +8.5%.
Net Revenue- Infrastructure Solutions Group: $29.01 billion versus $22.38 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +181.2% change.
Net Revenue- Client Solutions Group: $14.61 billion versus $12.91 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +16.8% change.
Net Revenue- Corporate and Other: $224 million versus $212.38 million estimated by four analysts on average.
Net Revenue- Client Solutions Group- Commercial: $13.02 billion versus the four-analyst average estimate of $11.48 billion. The reported number represents a year-over-year change of +17.9%.
Net Revenue- Client Solutions Group- Consumer: $1.59 billion versus $1.46 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +8.6% change.
Net Revenue- Products: $38.11 billion versus $28.54 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +116.5% change.
Net Revenue- Services: $5.74 billion versus the two-analyst average estimate of $6.92 billion. The reported number represents a year-over-year change of -0.7%.
Operating Income- Client Solutions Group: $1.17 billion versus the two-analyst average estimate of $673.66 million.
Operating Income- Infrastructure Solutions Group: $3.06 billion compared to the $1.96 billion average estimate based on two analysts.
Shares of Dell Technologies have returned +48.5% over the past month versus the Zacks S&P 500 composite's +5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Here's What Key Metrics Tell Us About Dell Technologies (DELL) Q1 Earnings
Dell Technologies (DELL - Free Report) reported $43.84 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 87.5%. EPS of $4.86 for the same period compares to $1.55 a year ago.
The reported revenue represents a surprise of +23.62% over the Zacks Consensus Estimate of $35.46 billion. With the consensus EPS estimate being $3.04, the EPS surprise was +60.13%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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:View all Key Company Metrics for Dell Technologies here>>>
Shares of Dell Technologies have returned +48.5% over the past month versus the Zacks S&P 500 composite's +5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.