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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Hewlett Packard Enterprise (HPE) is 8/10.
HPE delivered Q1 record non-GAAP EPS of $0.65 on revenue of $9.3 billion, up 18% year-over-year, as Networking achieved 23.7% operating margins with Juniper Phase 1 integration complete. Cloud & AI revenue declined 3% sequentially but maintained strong 10.2% margins, while AI backlog reached a record $5 billion. Management raised full-year EPS by $0.05 to $2.30-$2.50 and FCF to at least $2 billion, though DRAM and NAND supply tightness continued to intensify as an unprecedented cost inflation headwind.
Scored from Hewlett Packard Enterprise’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Reporting soon: earnings call Wednesday, Sep 2
A pre-earnings brief is ready for HPE: the setup, what peers and partners said this season, and which analysts to watch. Reading it is a Tellvest Pro feature.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $8.48B | +15.7% | $1.00 | +104.1% | 9.7% | 16.1% | $1.42B |
| FY2025 Q1 | $7.81B | +16.0% | $0.42 | +44.8% | 6.0% | 8.0% | $-918M |
| FY2025 Q2 | $7.59B | +5.7% | $-0.82 | -441.7% | 3.4% | -13.8% | $-1.01B |
| FY2025 Q3 | $9.20B | +19.9% | $0.19 | -50.0% | 5.4% | 3.3% | $729M |
| FY2025 Q4 | $9.70B | +14.3% | $0.11 | -89.0% | 4.4% | 1.8% | $1.82B |
| FY2026 Q1 | $9.30B | +19.1% | $0.31 | -26.2% | 9.7% | 4.5% | $609M |
| FY2026 Q2 | $10.68B | +40.7% | $0.44 | +153.7% | 7.0% | 5.8% | $827M |
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