Business
Dell sells infrastructure, AI servers, storage, PCs, services, and related technology solutions through Infrastructure Solutions Group and Client Solutions Group.
Dell's AI server cycle drove revenue and cash flow higher, but equity stayed negative.
The read at a glance✓ Audited against SEC data
- Business mix — ISG, Client Solutions, servicesOK
- Revenue — $113.54B, +18.8%OK
- Net income — $5.94B, +29.3%OK
- FCF — $8.55B, +357.6%OK
- Capital return — $6.01B buybacks; $1.46B dividendsNote
- Altman/Beneish/EQ — Grey Z/EQ; clean MNote
- Insiders — 0 purchases / 77 salesWatch
Where the revenue comes from
Fiscal 2026, as Dell Technologies Inc. reports it. History and quarterly detail are in the app.
- Infrastructure Solutions Group$60.8B
- Client Solutions Group$51.0B
Leadership changes
From Dell Technologies Inc.'s own filings, the day they're filed.
- Steven M. Mollenkopf · director · appointmenteff. 2023-09-26
- McGill's Protection · Chief Financial Officer · departure
Latest filings
- 8-K · Company announcement2026-09-01
- 8-K · Company announcement2026-07-06
- 8-K · Company announcement2026-07-01
- 8-K · Company announcement2026-06-17
- 8-K · Company announcement2026-06-16
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- Main tension🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about Dell Technologies Inc., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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