델 2Q26 실적
2Q FY27 Results
AI 서버 신규수주 $60.9B (Prev. $24.4B)
AI 서버 수주잔고 $95B (Prev. $51B)
매출 $47.0B (est. $44.5B)
OPM 9.8% (est. 9.3%)
GPM 21.1% (est. 17.3%)
EPS $6.34 (est. $4.92)
OCF $2.23B (est. $5.16B)
3Q FY27 Guidance
매출 $49.0B (est. $41.4B)
EPS $6.50 (est. $4.46)
FY27 Guidance
매출 $167B → $192B (est. $173B)
AI 서버 매출 $60B → $74B
EPS $17.90 → $25.50 (est. $18.86)
After +6%
Forwarded from딘스티커 Dean's Ticker
September 1, 2026 143 4
