10-Q quarterly report · filed Jun 9, 2026

Dell Technologies (DELL) Q2 2026 10-Q Quarterly Report

Short answer

Dell Technologies (DELL) filed its Q2 2026 10-Q quarterly report on Jun 9, 2026 for the quarter ended May 1, 2026. Quarterly revenue was $43.8B (up 87.5% year over year) with net income of $3.4B.

Q2 2026 key financials · XBRL

Revenue
$43.8B
+87.5% YoY
Net income
$3.4B
+256.3% YoY
Operating margin
8.3%
Gross margin
17.8%
EPS (diluted)
$5.24
+282.5% YoY

Source: XBRL data from the Dell Technologies (DELL) Q2 2026 10-Q on SEC EDGAR. USD.

Dell Technologies Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $26.3B, up 19% YoY from $22.9B, driven by ISG and CSG growth
  • Operating margin 13.9% vs 5.4% YoY, with operating income $3.656B vs $1.165B
  • Best segment ISG, revenue $15.8B, up 44% YoY; worst CSG, revenue $10.5B, up 5% YoY
  • Operating cash flow $4.081B, up 46%; free cash flow $3.118B, up 40%, after $963M capital spending
  • Outlook: significant ISG and strong CSG growth; component inflation and AI-server supply constraints emerging headwinds

Risk Factors

  • No Risk Factors section provided; supplied text covers equity repurchases, insider trading plans, exhibits, and signatures
  • Repurchases 11.0 million shares, leaving approximately $15.2 billion authorized after February 26, 2026 approval
  • General Counsel Rule 10b5-1 plan covering up to 45,000 shares, expiring June 30, 2026
  • Director Rule 10b5-1 plan covering up to 28,198 shares, expiring March 5, 2027

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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