10-Q quarterly report · filed Sep 8, 2026

Dell Technologies (DELL) Q3 2026 10-Q Quarterly Report

Short answer

Dell Technologies (DELL) filed its Q3 2026 10-Q quarterly report on Sep 8, 2026 for the quarter ended Jul 31, 2026. Quarterly revenue was $47.0B (up 57.7% year over year) with net income of $4.1B.

Q3 2026 key financials · XBRL

Revenue
$47.0B
+57.7% YoY · +7.1% QoQ
Net income
$4.1B
+255.1% YoY · +20.2% QoQ
Operating margin
11.5%
Gross margin
20.9%
EPS (diluted)
$6.34
+272.9% YoY · +21.0% QoQ

Source: XBRL data from the Dell Technologies (DELL) Q3 2026 10-Q on SEC EDGAR. USD.

Dell Technologies Q3 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Gross margin $9.830B vs $5.447B YoY, up 80%
  • ISG strongest demand, AI-optimized servers driving significant backlog
  • Operating cash flow $2.225B vs $2.543B YoY, down 13%
  • Component inflation, memory constraints, and AI-server mix pressure near-term margins

Risk Factors

  • No risk-factors section provided; submitted text covers equity repurchases, exhibits, and signatures
  • Newly disclosed trading-plan termination: General Counsel ended Rule 10b5-1 arrangement on June 11, 2026
  • Repurchase authorization reduced to $10.371 billion after 9.5 million shares purchased
  • New June 10, 2026 credit agreement creates potential debt and liquidity exposure
  • 2031, 2034, and 2037 senior-note supplemental indentures establish updated long-dated debt obligations

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

Other Dell Technologies quarterly reports

Ask about this quarter

Compare quarters, check guidance or see what insiders and funds did around the report.