Post-earnings recap
Reported
Wed, Sep 2, 2026
EPS actual
$1.11
EPS est.
$0.82
EPS surprise
+35.04%
1-day move
+1.89%
Hewlett Packard Enterprise's strong earnings report reflects robust demand for its products, particularly in AI and networking. The stock rose by 1.89% following the announcement, driven by the positive surprise in EPS and the record revenue. The company's proactive approach to securing supply agreements suggests they are preparing to meet ongoing demand despite challenges in the supply chain.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.11 | N/A | +35.04% |
| Revenue | $12.2 billion | N/A | N/A |
| Free Cash Flow | $958 million | N/A | N/A |
Management expressed confidence in the company's performance, highlighting record revenue and strong demand for AI-driven solutions. They also noted challenges with supply constraints but are taking steps to secure supply agreements.
HPE reported record Q3 FY26 revenue of $12.2 billion, up 34% YoY.
Non-GAAP EPS reached $1.11, marking the first time it surpassed $1 in a single quarter.
Management raised FY26 and FY27 revenue outlooks, anticipating continued growth driven by AI investments.
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