Hewlett Packard Enterprise Co is expected to release its Q3 2026 10-Q filing on September 1, 2026, after market close. Last quarter: HPE delivered a dramatic Q2 FY2026 turnaround, with revenue surging 40.0% YoY to $10.7B and swinging from a net loss of $1.05B to net income of $624M, driven largely by the Juniper Networks acquisition.
EPS Estimate
$0.93
Revenue Estimate
$11.97B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the HPE page.
Drawn from management commentary in the Q2 2026 10-Q:
Revenue jumped 40.0% YoY from $7.6B to $10.7B in Q2 FY2026, a growth rate that significantly exceeds HPE's historical organic growth trajectory and is primarily attributable to the consolidation of Juniper Networks following its acquisition close.
Operating income swung from a loss of $1.1B in Q2 FY2025 to a gain of $747M in Q2 FY2026 (+167.4% YoY), and net income recovered from a loss of $1.05B to a profit of $624M, reflecting the absence of large one-time charges that weighed on the prior-year period and improved operating leverage.
R&D expense rose 70.7% YoY to $922M and SG&A increased 41.0% YoY to $1.83B, reflecting the addition of Juniper's cost base and integration-related expenses, which will be a key area to monitor for margin improvement as synergies are realized.
Revenue
$10.68B
++40.00% YoY
EPS (Basic)
$0.45
++154.88% YoY
Operating Income
$747M
++167.36% YoY
Add HPE to your watchlist to get the AI analysis in your inbox within minutes of the 10-Q filing.