released its H1 FY26 half-year financial results (for the six months ended 31 December 2025) on February 11, 2026, followed by its March 2026 Quarterly Report on April 15, 2026.
The company delivered record-breaking financial performance, driven primarily by soaring commodity prices and disciplined cost management.
Key Financial Highlights (H1 FY26 vs. H1 FY25)
Statutory Net Profit After Tax (NPAT):$766.6 million, up 110% (from $365.1 million in H1 FY25).
Underlying NPAT:$785 million, up 104%.
Revenue:$2.79 billion, up 37% (from $2.03 billion).
Earnings Date: Monday, June 1, 2026 (after market close)
Consensus Estimates:
* Expected Non-GAAP EPS: ~$0.51 to $0.55 (Consensus is around $0.54, representing a substantial year-over-year increase) * Expected Revenue: ~$9.75B – $9.78B
HP shares have been buoyed by strong financial results from Lenovo Group, HP soared over 15.0%, and Dell surged to a fresh historic record high as investors preemptively positioned ahead of earnings next week.
Latest Reported Earnings: Q1 Fiscal 2026 (Reported March 9, 2026) HPE delivered a highly profitable first quarter, notably beating profitability and cash flow expectations, driven by strong networking demand and early synergy capture from the Juniper Networks integration:
Revenue:$9.3 billion, up 18% year-over-year (matching consensus expectations of ~$9.31 billion).
Non-GAAP Diluted EPS:$0.65, beating analyst expectations of $0.59 and exceeding the company’s guidance of $0.57 – $0.61.
GAAP Diluted EPS:$0.31.
Free Cash Flow (FCF):$708 million, up $1.6 billion year-over-year (a strong result as Q1 is seasonally a cash outflow quarter).
Key Segment & Business Highlights
Networking Surge: Revenue in the Networking segment soared 151.5% YoY to $2.7 billion (representing nearly 30% of total revenue). This was driven by WiFi-7 uptake, strong data center switching orders, and the rapid integration of Juniper.
AI Backlog: HPE built up a record $5 billion AI systems backlog, primarily from enterprise and sovereign customers, which is expected to translate into revenue in the second half of fiscal 2026.
Supply Chain Management: The company has been managing industry-wide DRAM and NAND shortages via multi-year supply agreements and agile surcharge pricing.
Raised Fiscal Year 2026 Outlook On the back of the Q1 results, HPE management raised its outlook for the full fiscal year:
FY26 Non-GAAP EPS Guidance: Raised to $2.30 to $2.50 (up from previous guidance).
FY26 Free Cash Flow Guidance: Increased to at least $2.0 billion (up from the previous target of $1.7B – $2.0B).
NVIDIA Corporation – Common is under Algo Engine buy conditions. NVIDIA announces $80.0 billion additional share repurchase authorisation.
beat with $81.6bn Q1 FY27 revenue (up 85% year-on-year), guided Q2 to $91bn vs $86bn consensus, raised dividend and added $80bn buyback, shares fell ~1.5% after-hours
Financial Results for First Quarter Fiscal 2027 Record revenue of $81.6 billion, up 85% from a year ago Record Data Center revenue of $75.2 billion, up 92% from a year ago
Announces $80.0 billion additional share repurchase authorization and increases its quarterly cash dividend from $0.01 per share to $0.25 per share. Record revenue for the first quarter ended April 26, 2026, of $81.6 billion, up 20% from the previous quarter and up 85% from a year ago. For the quarter, GAAP and non-GAAP earnings per diluted share were $2.39 and $1.87, respectively.
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