Hewlett Packard Enterprise Company (HPE)

Hewlett Packard Enterprise topped expectations on both the top and bottom line in the third fiscal quarter of 2026, reported September 2, 2026, with adjusted EPS of $1.11 topping the $0.93 estimate (+19%) and revenue of $12.213 billion topping the $11.969 billion estimate (+2%). Revenue rose ~33% year over year to about $12.2 billion (up from roughly $9.2 billion a year ago), alongside gross profit of about $4.9 billion and a gross margin of ~40%, while operating income came in around $1.4 billion with operating margin near 11%. Net income surged roughly 405% to about $1.5 billion (up from about $305 million a year ago). The company generated operating cash flow of about $1.6 billion, repurchased roughly $135 million of stock, and paid around $218 million in dividends. For the next period, consensus calls for EPS of $1.16 on revenue of $14.047 billion.