What changed
HPE printed Q3 FY26 adjusted EPS of $1.11, beating consensus of $0.94 by $0.17 (+18.4%). Revenue hit $12,213M, up 36.6% YoY. Guidance was raised: Q4 FY26 adjusted EPS of $1.20–$1.30 and FY2026 adjusted EPS of $3.75–$3.85. Record results were fueled by surging customer demand across the portfolio, with Cloud AI revenue up 25.4% YoY.
Why it matters
HPE printed Q3 FY26 adjusted EPS of $1.11, beating consensus of $0.94 by $0.17 (+18.4%). Revenue hit $12,213M, up 36.6% YoY. Guidance was raised: Q4 FY26 adjusted EPS of $1.20–$1.30 and FY2026 adjusted EPS of $3.75–$3.85. Record results were fueled by surging customer demand across the portfolio, with Cloud AI revenue up 25.4% YoY.