HPE reported revenue of $10.68 billion with an 8.1% beat and EPS of $0.79 versus the $0.54 estimate, driven by orders more than doubling and a record $5.9 billion backlog that signals strong enterprise and AI demand. Cloud and AI revenue rose 23% to $7.7 billion while server orders tripled and networking showed double-digit normalized growth, aided by faster Juniper integration. Management raised fiscal 2026 EPS guidance to a $3.40 midpoint and free cash flow to at least $3.5 billion, though it flagged supply-chain risks and potential order pull-forwards that could pressure future quarters.

Company: Hewlett Packard Enterprise Company (HPE) — Q2 FY2026

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