CoverageForm 410-K10-Q8-K13D13G13F

DELL · Dell Technologies Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · DELL

Income Statement

Line itemQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q3 '23Q2 '23
Revenue$23.38B$27.00B$29.78B$22.24B$24.37B$25.03B-$22.25B$24.72B$26.43B
Cost of Revenue$18.44B$21.41B$24.33B$17.44B$19.06B$19.71B-$17.10B$19.01B$20.99B
Gross Profit$4.94B$5.59B$5.45B$4.81B$5.31B$5.31B-$5.15B$5.71B$5.44B
R&D$808.00M$752.00M$785.00M$763.00M$745.00M$780.00M-$692.00M$677.00M$626.00M
SG&A$2.96B$2.72B$2.89B$3.12B$2.89B$3.19B-$2.97B$3.27B$3.54B
Total Operating Expenses$3.77B$3.47B$3.67B$3.89B$3.64B$3.97B-$3.66B$3.94B$4.17B
D&A$738.00M--$800.00M------
Operating Income$1.17B$2.12B$1.77B$920.00M$1.67B$1.34B-$1.49B$1.76B$1.27B
Interest Expense$354.00M$396.00M$399.00M$343.00M$371.00M$352.00M-$371.00M$272.00M$298.00M
Income Tax$118.00M$393.00M$276.00M($408.00M)$265.00M$148.00M-$176.00M$213.00M$129.00M
Net Income$965.00M$1.55B$1.16B$960.00M$1.13B$846.00M-$1.01B$245.00M$511.00M
EPS - Basic$1.39$2.31$1.72$1.36$1.61$1.19-$1.39--
EPS - Diluted$1.37$2.28$1.70$1.32$1.58$1.17-$1.36--

Balance Sheet

Line itemQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q3 '23Q2 '23
Cash & Equivalents$11.53B$9.57B$8.14B$3.63B$5.22B$4.55B$7.37B$8.30B$8.36B$7.63B
Accounts Receivable$17.59B$11.72B$15.02B$10.30B$11.19B$11.39B--$11.43B$9.40B
Inventory$10.44B$6.95B$7.21B$6.72B$6.65B$5.95B$3.62B$3.38B$3.58B$4.02B
Accounts Payable$33.63B$23.79B$27.46B$20.83B$23.40B$24.09B--$22.51B$17.80B
Current Assets$57.60B$43.10B$45.51B$36.23B$38.03B$37.54B$35.95B$36.99B$39.00B$37.39B
Total Assets$101.29B$87.48B$89.18B$79.75B$81.95B$82.69B$82.09B$83.26B$85.66B$84.09B
Current Liabilities$63.27B$50.52B$54.86B$46.53B$49.50B$52.03B$48.49B$48.88B$50.94B$46.83B
Long-term Debt$23.51B$23.85B$21.54B$19.36B$19.41B$17.81B$19.01B$20.12B$20.18B$22.96B
Total Liabilities$103.76B$90.10B$91.94B$81.13B$84.14B$85.48B$84.40B$85.83B$88.33B$87.02B
Stockholders' Equity($2.47B)($2.62B)($2.77B)($1.48B)($2.29B)($2.89B)($2.40B)($2.66B)($2.77B)($3.02B)
Retained Earnings$3.33B$1.42B$231.00M($1.16B)($2.67B)($3.48B)($4.63B)($5.52B)($6.25B)($6.43B)

Cash Flow

Line itemQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q3 '23Q2 '23
Operating Cash Flow$2.80B--$1.04B------
Investing Cash Flow($88.00M)--($456.00M)------
Financing Cash Flow$1.24B--($2.08B)------
CapEx$568.00M--$596.00M------
Free Cash Flow$2.23B--$447.00M------

Ratios

MetricQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q3 '23Q2 '23
Profitability
Gross margin21.1%20.7%18.3%21.6%21.8%21.2%-23.1%23.1%20.6%
Operating margin5.0%7.8%6.0%4.1%6.8%5.4%-6.7%7.1%4.8%
EBITDA margin8.1%--7.7%------
Net margin4.1%5.7%3.9%4.3%4.6%3.4%-4.5%1.0%1.9%
Free cash flow margin9.5%--2.0%------
FCF / Net income2.31--0.47------
R&D / Revenue3.5%2.8%2.6%3.4%3.1%3.1%-3.1%2.7%2.4%
SG&A / Revenue12.7%10.1%9.7%14.0%11.9%12.7%-13.3%13.2%13.4%
Effective tax rate10.9%20.2%19.2%-73.9%19.0%14.9%-14.9%46.5%20.2%
Return on assets1.0%1.8%1.3%1.2%1.4%1.0%-1.2%0.3%0.6%
Return on equity-39.1%-59.1%-42.1%-64.8%-49.5%-29.2%--37.8%-8.8%-16.9%
Return on invested capital4.9%8.0%7.6%5.1%7.9%7.7%-7.2%5.4%5.1%
Liquidity
Current ratio0.910.850.830.780.770.720.740.760.770.80
Quick ratio0.750.720.700.630.630.610.670.690.700.71
Cash ratio0.180.190.150.080.110.090.150.170.160.16
Leverage
Debt / Equity-9.52-9.10-7.79-13.07-8.49-6.15-7.91-7.55-7.28-7.60
Debt / Assets0.230.270.240.240.240.220.230.240.240.27
Debt / EBITDA12.36--11.26------
Interest coverage3.3x5.4x4.4x2.7x4.5x3.8x-4.0x6.5x4.3x
Equity multiplier-41.01-33.39-32.24-53.81-35.86-28.57-34.15-31.26-30.90-27.82
Liabilities / Assets1.021.031.031.021.031.031.031.031.031.03
Efficiency
Asset turnover0.230.310.330.280.300.30-0.270.290.31
Inventory turnover1.773.083.372.602.873.31-5.065.315.23
Days sales outstanding275d158d184d169d168d166d--169d130d
Days inventory outstanding207d118d108d141d127d110d-72d69d70d
Days payable outstanding666d406d412d436d448d446d--432d310d
Cash conversion cycle-185d-129d-120d-126d-153d-170d---194d-110d
Valuation
P / E83.5x71.1x74.9x78.5x82.8x87.4x-51.1x--
P / B----------
P / S3.4x4.1x2.9x3.4x3.9x3.0x-2.3x1.6x1.3x
EV / EBITDA48.5x--52.9x------
Growth
Revenue growth (YoY)5.1%10.8%19.0%-9.5%---10.0%-12.9%1.2%
Revenue CAGR (3y)-3.6%3.0%4.1%-3.2%-5.0%-1.4%--1.8%2.7%4.2%
Revenue CAGR (5y)1.3%2.8%5.5%0.3%1.3%1.4%-2.6%4.7%6.5%
Gross profit growth (YoY)2.7%5.4%2.6%-3.1%---9.8%-29.2%-31.9%
Operating income growth (YoY)26.6%27.0%32.1%-12.2%---15.7%30.6%-7.4%
Net income growth (YoY)0.5%36.7%37.6%-12.5%--310.6%-93.6%-38.5%
EPS growth (YoY)3.8%44.3%45.3%-16.2%-----
EPS CAGR (3y)---5.3%-31.3%3.7%-8.0%--
EPS CAGR (5y)48.5%16.1%4.4%28.3%19.1%-23.5%----
FCF growth (YoY)398.4%---------
FCF CAGR (5y)---44.1%------
Book value growth (YoY)-66.7%-14.7%4.4%38.4%14.2%-23.0%3.9%--

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2026-01-30.

Business segments

$111.81B total
Infrastructure Solutions Group$60.83B · 54.4%
Client Solutions$50.98B · 45.6%

Product / service

$225.35B total
Product$90.41B · 40.1%
Commercial$44.06B · 19.6%
AIOptimized Servers And Networking$24.68B · 11.0%
Service$23.13B · 10.3%
Traditional Servers And Networking$19.51B · 8.7%
Storage$16.63B · 7.4%
Consumer$6.92B · 3.1%

Geographic

$113.54B total
US$63.14B · 55.6%
Non Us$50.40B · 44.4%

Peer comparison

Same SIC group: Electronic Computers

CompanyRevenue (last FY)Net marginROE
SMCI$21.97B4.8%16.6%
AAPL$416.16B26.9%151.9%
SCKT$15.08M-95.4%-336.1%
OMCL$1.18B0.2%0.2%
OSS$32.22M15.8%11.1%

Comparing Dell Technologies Inc. against the 5 most active filers in the same SIC group.

Dividends

$2.21/share trailing 12 months · +18.5% YoY

Ex-datePer share
Apr 21, 2026$0.6300
Jan 20, 2026$0.5250
Oct 21, 2025$0.5250
Jul 22, 2025$0.5250
Apr 22, 2025$0.5250
Jan 22, 2025$0.4450
Oct 22, 2024$0.4450
Jul 23, 2024$0.4450
Apr 22, 2024$0.4450
Jan 22, 2024$0.3700
Oct 23, 2023$0.3700
Jul 24, 2023$0.3700
Apr 24, 2023$0.3700
Jan 24, 2023$0.3300
Oct 18, 2022$0.3300
Jul 19, 2022$0.3300
Apr 19, 2022$0.3300