Hewlett Packard Enterprise Company · HPE · Next earnings

Hewlett Packard Enterprise Company reports Monday, Nov 23, 2026

HPE reports after market close with consensus EPS at $1.27 and revenue at $14.39B. Last quarter: HPE raises outlook as AI demand drives record backlog

Reports After market close18 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.27 Calendar consensus
Consensus revenue $14.39B Calendar consensus
Report date Nov 23, 2026 Monday, date estimated
Session After market close 18 days away

Where HPE left off: FY2026 Q3

Full report

HPE raises outlook as AI demand drives record backlog

EPS surprise +19.1% Reported $1.11 vs $0.93
Revenue surprise +1.9% Reported $12.20B vs $11.97B
Stock move +5.0% Event window
Subsequent drift +11.6% Up to 20 sessions

Management raised FY26 and FY27 outlooks; FY27 revenue growth is expected at 13%-17% and EPS up to $4.60.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply constraints in DRAM, DDR5, NAND, and wafer capacity.
  • AI systems mix may pressure margins as traditional server margins normalize.
  • Execution risk around Juniper integration, synergies, and working capital.

Questions analysts left open

  • Whether the order surge reflects sustainable infrastructure spending or pull-forward demand.
  • How much of the FY27 outlook depends on new hyperscaler and Oracle deals.
  • Whether supply constraints and AI mix could pressure margins.

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Recent HPE quarters

All HPE earnings
+5.0%FY2026 Q3+19.5%FY2026 Q2-3.3%FY2026 Q1+1.5%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.