Hewlett Packard Enterprise Company Earnings Recaps
Q4 2025
Dec 5, 2025
Hewlett Packard Enterprise delivered a record Q4 performance with $9.7 billion in revenue, marking a 14% year-over-year increase, and raised its fiscal year 2026 earnings guidance.
Key takeaways
- Non-GAAP diluted EPS of $0.62 exceeded guidance, supported by a record operating margin of 12.2%.
- Strong demand reflected in a significant increase in orders, with networking revenue surging 51% year-over-year to $6.9 billion.
- Free cash flow of $1.9 billion for the quarter capped off a solid fiscal year, with full-year revenue growth of 14%.
- The imminent sale of HPE's remaining 19% stake in H3C for approximately $1.4 billion aims to lower net leverage to around two times by fiscal year 2027.
- Integration of Juniper Networks is progressing well, fostering double-digit order growth and enhancing HPE's networking capabilities.