Hewlett Packard Enterprise Company

Hewlett Packard Enterprise Company Q3 2026 Earnings Recap

HPE Q3 2026 September 4, 2026

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Shares rose 7.1% as Hewlett Packard Enterprise delivered record-breaking revenue, gross margin, and operating profit, fueled by strong order growth and expanding AI-driven demand that outpaced supply constraints.

Earnings Per Share Beat
$1.11 vs $0.93 est.
+19.1% surprise
Revenue Beat
12200000000 vs 11968870000 est.
+1.9% surprise

Market Reaction

Post-Earnings +7.07%
Sep 4 to Sep 9 +13.27%

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Key Takeaways

  • Revenue reached a record $12.2 billion, up 34% year-over-year.
  • Non-GAAP gross margin was a company record at 40%.
  • Non-GAAP operating profit doubled-plus to $2 billion, 2.5x higher than a year ago.
  • Non-GAAP EPS crossed $1.00 for the first time at $1.11.
  • Record order backlog driven by strong demand across networking and Cloud & AI segments despite supply chain challenges.
This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit HPE on AllInvestView.

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