Business Description

Dell Technologies Inc. is a global information technology company that designs, manufactures, and sells a broad portfolio of computer hardware, enterprise servers, and data storage solutions. Operating worldwide, the company serves a diverse customer base ranging from individual consumers to large enterprises and government agencies. Dell is distinctive for its historical direct-to-customer sales model and its end-to-end enterprise infrastructure offerings, which increasingly feature AI-optimized servers and hybrid cloud solutions.

Financial Statements

In thousands, USD
FY 2026FY 2025FY 2024FY 2023
Total Revenues113,538,00095,567,00088,425,000102,301,000
Cost of Sales90,831,00074,317,00067,356,00079,615,000
Gross Profit22,707,00021,250,00021,069,00022,686,000
Selling, General & Administrative Expenses11,416,00011,952,00012,857,00014,136,000
Research & Development Expenses3,142,0003,061,0002,801,0002,779,000
Operating Profit8,149,0006,237,0005,411,0005,771,000
Total Non-Operating Income(886,000)(1,189,000)(1,324,000)(2,546,000)
Income Before Provision for Income Taxes7,263,0005,048,0004,087,0003,225,000
Provision for Income Taxes1,327,000472,000715,000803,000
Consolidated Net Income5,936,0004,576,0003,372,0002,422,000
Net Income Attributable to Minority Interests and Other(16,000)(16,000)(20,000)
Net Income Attributable to Common Shareholders5,936,0004,592,0003,388,0002,442,000
Basic EPS8.796.514.713.33
Diluted EPS8.686.384.603.24
Basic Weighted Average Shares Outstanding675,000705,000720,000734,000
Diluted Weighted Average Shares Outstanding684,000720,000736,000753,000
Shares Outstanding652,000696,000705,000716,000
FY 2026FY 2025FY 2024FY 2023
Cash and Cash Equivalents11,528,0003,633,0007,366,0008,607,000
Total Cash and Cash Equivalents11,528,0003,633,0007,366,0008,607,000
Accounts Receivable17,585,00010,298,0009,343,00012,482,000
Other Receivables8,458,0005,304,0004,643,0005,659,000
Total Trade Receivables26,043,00015,602,00013,986,00018,141,000
Inventories10,437,0006,716,0003,622,0004,776,000
Other Current Assets9,594,00010,278,00011,010,00010,827,000
Total Current Assets57,602,00036,229,00035,984,00042,351,000
Net Property, Plant & Equipment6,676,0006,336,0006,432,0006,209,000
Net Intangible Assets4,533,0004,988,0005,701,0006,468,000
Goodwill19,547,00019,120,00019,700,00019,676,000
Long-Term Investments1,730,0001,496,0001,316,0001,518,000
Other Long-Term Assets11,198,00011,577,00012,993,00013,389,000
Total Assets101,286,00079,746,00082,126,00089,611,000
Accounts Payable33,630,00020,832,00019,226,00018,598,000
Accrued Expenses8,315,0006,597,0006,828,0008,874,000
Short-Term Debt7,990,0005,204,0006,982,0006,573,000
Unearned Revenue13,334,00013,673,00015,318,00015,542,000
Other Current Liabilities221,0002,067,000
Total Current Liabilities63,269,00046,527,00048,354,00051,654,000
Long-Term Debt23,513,00019,363,00019,012,00023,015,000
Other Long-Term Liabilities16,974,00015,243,00016,892,00017,967,000
Total Long-Term Liabilities40,487,00034,606,00035,904,00040,982,000
Total Liabilities103,756,00081,133,00084,258,00092,636,000
Treasury Stock(14,533,000)(8,502,000)(5,900,000)(3,813,000)
Additional Paid-in Capital9,457,0009,119,0008,926,0008,424,000
Accumulated Other Comprehensive Income(719,000)(939,000)(800,000)(1,001,000)
Retained Earnings3,325,000(1,160,000)(4,453,000)(6,732,000)
Total Common Shareholders' Equity(2,470,000)(1,482,000)(2,227,000)(3,122,000)
Minority Interests and Other95,00095,00097,000
Total Shareholders' Equity(2,470,000)(1,482,000)(2,132,000)(3,025,000)
Total Liabilities and Shareholders' Equity101,286,00079,746,00082,126,00089,611,000
FY 2026FY 2025FY 2024FY 2023
Net Income5,936,0004,576,0003,372,0002,422,000
Depreciation & Amortization3,029,0003,123,0003,303,0003,156,000
Share-Based Compensation Expense723,000785,000878,000931,000
Other Adjustments654,000245,000518,000244,000
Changes in Trade Receivables(9,762,000)(2,246,000)3,286,000(348,000)
Changes in Inventories(3,987,000)(3,515,000)975,000875,000
Changes in Accounts Payable12,665,0001,703,000(498,000)(8,546,000)
Changes in Unearned Revenue(39,000)(2,497,000)(1,022,000)3,209,000
Changes in Other Operating Activities1,966,0002,347,000(2,136,000)1,622,000
Cash from Operating Activities11,185,0004,521,0008,676,0003,565,000
Capital Expenditure(2,633,000)(2,652,000)(2,756,000)(3,003,000)
Purchases of Investments(197,000)(125,000)(172,000)(108,000)
Proceeds from Sale of Investments246,000382,000226,000116,000
Payments for Business Acquisitions(84,000)(126,000)(70,000)
Proceeds from Business Divestments533,000
Other Investing Activities80,000180,00045,00041,000
Cash from Investing Activities(2,055,000)(2,215,000)(2,783,000)(3,024,000)
Issuance of Long-Term Debt15,004,0009,258,0007,775,00012,479,000
Repayments of Long-Term Debt(8,522,000)(10,570,000)(11,246,000)(9,825,000)
Net Issuance / (Repayments) of Long-Term Debt6,482,000(1,312,000)(3,471,000)2,654,000
Issuance of Common Shares5,0001,00010,0005,000
Repurchases of Common Shares(6,404,000)(3,165,000)(2,452,000)(3,281,000)
Net Issuance / (Repurchases) of Common Shares(6,399,000)(3,164,000)(2,442,000)(3,276,000)
Common Share Dividends Paid(1,459,000)(1,275,000)(1,072,000)(964,000)
Other Financing Activities(88,000)(64,000)(109,000)(39,000)
Cash from Financing Activities(1,464,000)(5,815,000)(7,094,000)(1,625,000)
Effect of Exchange Rate Changes on Cash and Cash Equivalents221,000(179,000)(186,000)(104,000)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash7,887,000(3,688,000)(1,387,000)(1,188,000)

Key Metrics & Ratios

MetricValue
Market Cap$74.61B
P/E13.18x
P/S0.66x
EV/EBITDA8.46x
Return on Equity-300.4%
Return on Invested Capital13.3%
Current Ratio0.91x
Dividend Yield1.9%
Free Cash Flow Margin7.5%

Margins

Gross margin
20.0%
Operating margin
7.2%
Net margin
5.2%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2027 $43.84B +87.5% 8.3% $3.66B
Q4 2026 $33.38B +39.5% 9.3% $3.09B
Q3 2026 $27.00B +10.8% 7.8% $2.12B
Q2 2026 $29.78B +19.0% 6.0% $1.77B
Q1 2026 $23.38B 5.0% $1.17B
Q4 2025 $23.93B 9.0% $2.16B
Q3 2025 $24.37B 7.1% $1.72B
Q2 2025 $25.03B 5.6% $1.39B

More on Dell Technologies Inc.

Figures compiled from public company filings.

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