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慧与科技Hewlett Packard Enterprise(HPE)2026财年第一季度业绩报告「NYSE」(英文版)(17页).pdf

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1、 HPE 1701 E.Mossy Oaks Road Spring,TX 77389-1767 News Release HPE reports fiscal 2026 first quarter results Strong Networking Q1 results and increased profitability in Cloud&AI drive higher fiscal 2026 outlook HOUSTON March 9,2026 HPE(NYSE:HPE)today announced financial results for the first quarter

2、ended January 31,2026.“HPE delivered a strong first quarter,outperforming in our networking business and posting one of our most profitable quarters on record,”said Antonio Neri,president and CEO of HPE.“Our Q1 results reflect our newly combined networking innovation,and effective operational discip

3、line in a dynamic commodity supply environment.Demand for our products and solutions was strong,with orders increasing double digits year over year across all segments.”“We successfully delivered on our commitments in the quarter,and exceeded our expectations for profitability and cash flow measures

4、,”said Marie Myers,executive vice president and CFO of HPE.“Strong demand,prudent cost management,and fasterthanplanned Juniper and Catalyst synergies contributed to our performance and underscore our confidence that we will drive profitable,sustainable growth while transforming the way we operate.”

5、First Quarter Fiscal 2026 Financial Results Revenue:$9.3 billion,up 18%from the prior-year period Gross margins:GAAP of 35.9%,up 670 basis points from the prior-year period and up 240 basis points sequentially Non-GAAP(1)of 36.6%,up 720 basis points from the prior-year period and up 20 basis points

6、sequentially Diluted net earnings per share(“EPS”):GAAP of$0.31,down$0.13 from the prior-year period and above our outlook range of$0.09 and$0.13 Non-GAAP(1)of$0.65,up$0.16 from the prior-year period and above our outlook range of$0.57-$0.61 Cash flow from operations:$1.2 billion,an increase of$1.6

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1. **业绩表现**:HPE 2026财年Q1营收93亿美元(同比增18%),毛利率35.9%(GAAP),非GAAP每股收益0.65美元(同比增0.16美元),自由现金流7亿美元(同比增16亿美元)。 2. **业务亮点**: - **网络业务**:营收27亿美元(同比增151.5%),运营利润率23.7%,数据中心网络收入增382.6%。 - **云与AI**:营收63亿美元(同比降2.7%),运营利润率10.2%(同比升1.8个百分点)。 3. **展望调整**:上调全年网络业务营收增长预期至68%-73%,非GAAP每股收益预期上调至2.30-2.50美元,自由现金流预期至少20亿美元。
**HPE业绩如何?** **网络业务增长多少?** **利润率有何变化?**
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