HPE Earnings -7.7% After Record Q2 and AI Demand Surge
If HPE just posted record results, why is the stock suddenly down nearly 8% anyway?
Hewlett Packard Enterprise Company, together with its subsidiaries, develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally. It operates in five segments: Server, Hybrid Cloud, Networking, Financial Services, and Corporate Investments and Other. The company offers general-purpose servers, workload-optimized servers, and integrated systems, including HPE ProLiant Rack and Tower servers; HPE Synergy; HPE Scale Up servers; HPE Edgeline servers; HPE Cray EX; HPE Cray XD; and HPE NonStop. It also provides cloud-native and hybrid solutions, such as HPE Alletra…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Apr 2026 | $10.68B | — | $624.0M | $0.44 | — | 36.5% | 7.7% |
| Q 2026 Jan 2026 | $9.30B | — | $452.0M | $0.31 | — | 35.9% | 6.3% |
| Q 2025 Oct 2025 | $9.68B | — | $175.0M | $0.11 | — | 33.5% | 4.2% |
| Q 2025 Jul 2025 | $9.14B | — | $305.0M | $0.21 | — | 29.3% | 4.7% |
| Q 2025 Apr 2025 | $7.63B | — | $-1.05B | $-0.82 | — | 28.4% | 3.9% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
If HPE just posted record results, why is the stock suddenly down nearly 8% anyway?