Dell Technologies registered between February and April 2026, its first fiscal quarter, a net profit of 3,438 million dollars (2,956 million euros), which implies an increase of 256% compared to the same period of the previous year. After these figures were released, the company's shares rose up to 35% on the New York Stock Exchange.
Dell's quarterly revenue reached a historic high of 43,842 million dollars (37,701 million euros), 88% more in year-on-year comparison. Within this figure, the infrastructure solutions group (ISG) stood out with a growth of 181%, up to 29,009 million dollars (24,946 million euros).
For its part, the client solutions group (CSG) increased its sales by 17% in the first quarter, up to 14,609 million dollars (12,563 million euros), consolidating the improvement of the business linked to equipment and services for end users.
"Our record first-quarter performance reflects strong demand and our pace of innovation across the PC, compute, and storage portfolio," said Jeff Clarke, vice chairman and chief operating officer of Dell Technologies, also highlighting that AI-related orders amounted to 24,400 million dollars (20,982 million euros).
Based on these results, the multinational expects second-quarter revenues to be in a range of between 44,000 and 45,000 million dollars (37,837 and 38,697 million euros), which would represent a year-on-year increase of 49%. Diluted earnings per share would increase by 164%, to 4.48 dollars.
In addition, the company has revised its annual guidance upwards and now estimates that revenues for the full year will range between 165,000 and 169,000 million dollars (141,888 and 145,328 million euros), equivalent to a growth of 47% compared to the previous year. As for diluted earnings per share, the company expects it to reach 17.31 dollars, which would represent a year-on-year increase of 99%.