Dell Technologies made a presentation to securities analysts and members of the public on October 7, 2025 to discuss its long-term financial framework, and on the same day issued a press release reaffirming its guidance for fiscal 2026 Q3.

8-KRegulation FD DisclosureFiled Oct 7, 2025Period of report Oct 7, 2025Summary published (UTC) Oct 12, 2026

Key points

AI summary

Dell Technologies made a presentation to securities analysts and members of the public on October 7, 2025 to discuss its long-term financial framework, and on the same day issued a press release reaffirming its guidance for fiscal 2026 Q3.
The company provided a long-term framework with revenue growth of 7 – 9%, diluted EPS growth of 15%+, return of adjusted free cash flow to shareholders of 80%+, and dividend growth of 10%+ through FY26-FY30.
Dell said non-GAAP diluted EPS grew at a compound annual growth rate of 14% from FY21 $4.88 to FY26E $9.55, and adjusted free cash flow averaged approximately $4.9B annually since FY21.
The company provided non-GAAP FY26 guidance of operating income of $9.2 to $9.6 and diluted EPS of $9.30 to $9.80, and GAAP guidance of operating income of $7.6 to $8.0 and diluted EPS of $7.73 to $8.23. Operating income is in billions of dollars.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

Analyst Meeting and Reaffirmation of Q3 2026 Guidance

Dell Technologies made a presentation to securities analysts and members of the public on October 7, 2025 to discuss its long-term financial framework, and on the same day issued a press release reaffirming its guidance for fiscal 2026 Q3.

Source · Based on the filing body and exhibits

Long-Term Financial Framework Growth and Shareholder Return Targets

The company provided a long-term framework with revenue growth of 7 – 9%, diluted EPS growth of 15%+, return of adjusted free cash flow to shareholders of 80%+, and dividend growth of 10%+ through FY26-FY30.

Source · Based on the filing body and exhibits

Non-GAAP Diluted EPS and Adjusted Free Cash Flow Trends

Dell said non-GAAP diluted EPS grew at a compound annual growth rate of 14% from FY21 $4.88 to FY26E $9.55, and adjusted free cash flow averaged approximately $4.9B annually since FY21.

Source · Based on the filing body and exhibits

FY26 Non-GAAP Operating Income and Diluted EPS Guidance Range

The company provided non-GAAP FY26 guidance of operating income of $9.2 to $9.6 and diluted EPS of $9.30 to $9.80, and GAAP guidance of operating income of $7.6 to $8.0 and diluted EPS of $7.73 to $8.23. Operating income is in billions of dollars.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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