Dell Technologies Inc. (DELL)

From the record

Dell Technologies Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2018-12-28) (its current reports).

From the record

Dell Technologies Inc.'s 9 filed years say what it did: revenue went from $79 billion in fiscal 2018 to $114 billion in fiscal 2026, up 4.6% a year; it rose in 6 of 8 years; the deepest fall was 14% from fiscal 2023 to fiscal 2024; net income was positive in 7 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-30, Dell Technologies Inc.'s diluted share count shrank about 3.2% a year, and dividends and buybacks returned about 59% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2709 sales (8 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-26 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-30, Dell Technologies Inc.'s shareholders' equity was below zero, so the profit on it is not read, and gross profitability: its products earned about 22 cents per dollar of everything the company owns. Leverage: it owed about 102 cents per dollar of assets, and net share issuance: its share count shrank 5.0% over the year (the filed statements).

From the record

Dell Technologies Inc.'s standing among 7 graded names in its industry family: revenue of $114 billion in fiscal 2026 ranks in the top 21% by size; a net margin of 5.2% ranks in the top 50%; revenue growth of 3.5% a year over the last 3 filed years ranks in the top 36% (its annual reports).

From the record

Dell Technologies Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Dell, Michael S (Chief Executive Officer, as filed), filing under that title since 2016-09-07, 10.2 years (top 42% of its family); the 16 officers and directors filing in the last fifteen months have been on the record a median of 8.1 years (top 25%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 16 people in charge now (top 8%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Dell Technologies Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $12 billion against debt of $32 billion leaves -19.7% of its assets as net cash, bottom 7% of its family; cash from operations less capital spending is 7.5% of revenue (top 21%); a gross margin of 20% (bottom 21%); research spending of 2.8% of revenue (bottom 21%) (its annual report).

From the record

Dell Technologies Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 3.5% a year over the last three filed years against 4.6% over all 9, slowing (top 36% of its family); the newest year grew 18.9% (top 50%); research spending grew 4.2% a year (top 50%); capital spending grew -4.3% a year (top 21%) (its annual reports). Dell Technologies Inc. reported 2 product lines in fiscal 2026: Product at $90 billion (80%), Service at $23 billion (20%); 1 of 2 grew against the year before (its annual report).

From the record

Dell Technologies Inc.'s newest year against its own record: revenue of $114 billion in fiscal 2026 came in 22.9% above the $92 billion its prior three years' pace pointed to (top 36% of its family); net income of $5.9 billion against a prior three-year average of $3.5 billion (top 50%); a net margin of 5.2% against 3.7% before (top 50%) (its annual reports).