Dell Technologies (DELL) FY2026 10-K Annual Report

Filed: Mar 16, 2026
Industrials
Electronic ComputersSEC EDGAR

Dell Technologies (DELL) 10-K annual report for fiscal year 2026, filed with SEC EDGAR on Mar 16, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Dell Technologies FY2026 10-K Analysis

Business Overview

  • Section 'business' was empty or not found.

Management Discussion & Analysis

  • Revenue $113.5B, up 19% YoY; ISG +40% to $60.8B; CSG +5% to $51.0B; Corporate and other declined due to VMware Resale exit
  • GAAP operating margin 7.2% vs 6.5%; non-GAAP operating margin 8.8% vs 8.9%; gross margin compressed to 20.0% vs 22.2% from AI-server mix shift
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Risk Factors

  • Section 'risk_factors' was empty or not found.

Dell Technologies FY2026 Key Financial Metrics
XBRL

Revenue

$113.5B

+18.8% YoY

Net Income

$5.9B

+29.3% YoY

Gross Margin

20.0%

-224bp YoY

Operating Margin

7.2%

+65bp YoY

Net Margin

5.2%

+42bp YoY

ROE

-240.3%

+6953bp YoY

Total Assets

$101.3B

+27.0% YoY

EPS (Diluted)

$8.68

+36.1% YoY

Operating Cash Flow

$11.2B

+147.4% YoY

Source: XBRL data from Dell Technologies FY2026 10-K filing on SEC EDGAR. All figures in USD.

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