[{"data":1,"prerenderedAt":318},["ShallowReactive",2],{"triple-beat-DELL":3,"og-beat-monitoring-DELL":317},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":278,"highlightQuarter":233,"highlightDescription":288,"sources":289,"latestStock":314},"DELL","Dell Technologies","PC（CSG）とサーバー・ストレージ（ISG）の両輪を持つ総合ITハードウェア大手。生成AIブームでAI最適化サーバー（GB200/MI300等を搭載）の出荷が爆発し、ISGがAIインフラの主要サプライヤーへと化けた。直近8四半期はQ2 FY25〜Q1 FY27。FY25は「AI受注残は積み上がるのに売上・ガイダンスがコンセンサスに届かず株価が売られる」もどかしい時期だったが、FY26後半からAIサーバー売上が顕在化し、Q1 FY27（2026/5/28発表）で売上$43.8B（+88%）・非GAAP EPS$4.86（+64%ビート）・通年ガイドを$140B→$167Bへ大幅上方修正という「桁違いのビート」を放った。","EPS ($, 非GAAP)","次Q売上ガイド (midpoint, $B)","株価反応 ($)",[11,46,69,104,134,167,197,232,263],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":42},"Q2 FY25","2024/8/29","ISG売上$11.6B過去最高(+38%)、AI受注残$3.8B",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$25.0 B","$24.1 B",3.7,9,{"actual":21,"consensus":22,"beatPct":23},"$1.89","$1.71",10.5,{"revenue":25,"eps":29,"fullYearLabel":33,"fullYearRevenue":34,"fullYearEps":38},{"company":26,"consensus":27,"beatPct":28},"$24.5 B","$24.6 B",-0.4,{"company":30,"consensus":31,"beatPct":32},"$2.00","$2.19",-8.7,"FY25",{"company":35,"consensus":36,"beatPct":37},"$97.0 B","$96.34 B",0.7,{"company":39,"consensus":40,"beatPct":41},"$7.80","$7.70",1.3,{"reportClose":43,"nextClose":44,"changePct":45},"$110.74","$115.54",4.3,{"quarter":47,"reportDate":48,"event":49,"revenue":50,"eps":54,"guidance":57,"stock":65},"Q3 FY25","2024/11/26","AIサーバー受注$3.6B過去最高も、売上ミス＋慎重ガイドで急落",{"actual":51,"consensus":27,"beatPct":52,"yoyPct":53},"$24.4 B",-0.9,10,{"actual":55,"consensus":30,"beatPct":56},"$2.15",7.5,{"revenue":58,"eps":61,"fullYearLabel":33},{"company":26,"consensus":59,"beatPct":60},"$25.57 B",-4.2,{"company":62,"consensus":63,"beatPct":64},"$2.50","$2.65",-5.7,{"reportClose":66,"nextClose":67,"changePct":68},"$141.74","$124.38",-12.2,{"quarter":70,"reportDate":71,"event":72,"revenue":73,"eps":78,"guidance":82,"stock":100},"Q4 FY25","2025/2/27","通期売上$95.6B、AI受注残約$9B(xAI等)。売上ミスで下落",{"actual":74,"consensus":75,"beatPct":76,"yoyPct":77},"$23.9 B","$24.66 B",-3,7,{"actual":79,"consensus":80,"beatPct":81},"$2.68","$2.53",5.9,{"revenue":83,"eps":87,"fullYearLabel":91,"fullYearRevenue":92,"fullYearEps":96},{"company":84,"consensus":85,"beatPct":86},"$23.0 B","$23.59 B",-2.5,{"company":88,"consensus":89,"beatPct":90},"$1.65","$1.76",-6.3,"FY26",{"company":93,"consensus":94,"beatPct":95},"$103.0 B","$103.17 B",-0.2,{"company":97,"consensus":98,"beatPct":99},"$9.30","$9.23",0.8,{"reportClose":101,"nextClose":102,"changePct":103},"$107.83","$102.76",-4.7,{"quarter":105,"reportDate":106,"event":107,"revenue":108,"eps":112,"guidance":116,"stock":130},"Q1 FY26","2025/5/29","AI受注$12.1B(FY25通期出荷超え)・受注残$14.4B。強気ガイドもEPSミス",{"actual":109,"consensus":110,"beatPct":99,"yoyPct":111},"$23.4 B","$23.19 B",5,{"actual":113,"consensus":114,"beatPct":115},"$1.55","$1.69",-8.3,{"revenue":117,"eps":120,"fullYearLabel":91,"fullYearRevenue":124,"fullYearEps":126},{"company":118,"consensus":16,"beatPct":119},"$29.0 B",16,{"company":121,"consensus":122,"beatPct":123},"$2.25","$2.11",6.6,{"company":93,"consensus":93,"beatPct":125},0,{"company":127,"consensus":128,"beatPct":129},"$9.40","$9.21",2.1,{"reportClose":131,"nextClose":132,"changePct":133},"$113.63","$111.27",-2.1,{"quarter":135,"reportDate":136,"event":137,"revenue":138,"eps":143,"guidance":146,"stock":163},"Q2 FY26","2025/8/28","売上+19%・増収増益も、AIサーバー利益率懸念で株価急落",{"actual":139,"consensus":140,"beatPct":141,"yoyPct":142},"$29.8 B","$29.2 B",2,19,{"actual":144,"consensus":145,"beatPct":41},"$2.32","$2.29",{"revenue":147,"eps":151,"fullYearLabel":91,"fullYearRevenue":155,"fullYearEps":159},{"company":148,"consensus":149,"beatPct":150},"$27.0 B","$26.1 B",3.4,{"company":152,"consensus":153,"beatPct":154},"$2.45","$2.55",-3.9,{"company":156,"consensus":157,"beatPct":158},"$107.0 B","$104.6 B",2.3,{"company":160,"consensus":161,"beatPct":162},"$9.55","$9.38",1.8,{"reportClose":164,"nextClose":165,"changePct":166},"$134.05","$122.15",-8.9,{"quarter":168,"reportDate":169,"event":170,"revenue":171,"eps":175,"guidance":179,"stock":193},"Q3 FY26","2025/11/25","AI受注$12.3B・受注残$18.4B、ガイド大幅上振れで上昇",{"actual":148,"consensus":172,"beatPct":173,"yoyPct":174},"$27.2 B",-0.7,11,{"actual":176,"consensus":177,"beatPct":178},"$2.59","$2.47",4.9,{"revenue":180,"eps":184,"fullYearLabel":91,"fullYearRevenue":187,"fullYearEps":191},{"company":181,"consensus":182,"beatPct":183},"$31.5 B","$27.49 B",14.6,{"company":185,"consensus":186,"beatPct":19},"$3.50","$3.21",{"company":188,"consensus":189,"beatPct":190},"$111.7 B","n/a",null,{"company":192,"consensus":189,"beatPct":190},"$9.92",{"reportClose":194,"nextClose":195,"changePct":196},"$125.92","$133.26",5.8,{"quarter":198,"reportDate":199,"event":200,"revenue":201,"eps":206,"guidance":210,"stock":228},"Q4 FY26","2026/2/26","Q4売上+39%・AI最適化サーバー$9.0B(+342%)・バックログ$43B・還元強化で+22%急騰",{"actual":202,"consensus":203,"beatPct":204,"yoyPct":205},"$33.4 B","$31.72 B",5.2,39,{"actual":207,"consensus":208,"beatPct":209},"$3.89","$3.53",10.2,{"revenue":211,"eps":215,"fullYearLabel":219,"fullYearRevenue":220,"fullYearEps":224},{"company":212,"consensus":213,"beatPct":214},"$35.2 B","$28.99 B",21.4,{"company":216,"consensus":217,"beatPct":218},"$2.90","$2.96",-2,"FY27",{"company":221,"consensus":222,"beatPct":223},"$140.0 B","$142.5 B",-1.8,{"company":225,"consensus":226,"beatPct":227},"$12.90","$11.45",12.7,{"reportClose":229,"nextClose":230,"changePct":231},"$121.45","$148.08",21.9,{"quarter":233,"reportDate":234,"event":235,"revenue":236,"eps":241,"guidance":244,"stock":259},"Q1 FY27","2026/5/28","売上$43.8B(+88%)・EPS+64%ビート・AI受注$24.4B、通年ガイド$140B→$167Bへ大幅上方修正",{"actual":237,"consensus":238,"beatPct":239,"yoyPct":240},"$43.8 B","$35.74 B",22.7,88,{"actual":242,"consensus":217,"beatPct":243},"$4.86",64.2,{"revenue":245,"eps":249,"fullYearLabel":219,"fullYearRevenue":252,"fullYearEps":255},{"company":246,"consensus":247,"beatPct":248},"$44.5 B","$35.5 B",25.4,{"company":250,"consensus":217,"beatPct":251},"$4.80",62.2,{"company":253,"consensus":222,"beatPct":254},"$167.0 B",17.2,{"company":256,"consensus":257,"beatPct":258},"$17.90","$13.16",36,{"reportClose":260,"nextClose":261,"changePct":262},"$317.05","$439.67",38.7,{"quarter":264,"reportDate":265,"isForecast":266,"event":267,"revenue":268,"eps":270,"guidance":272,"stock":277},"Q2 FY27","2026/9/3",true,"2026/9/3 AMC 発表予定。2026/6/22時点のアナリスト予想は当期売上 $44.38 B / 非GAAP EPS $4.88、次Q (3Q 2027) 売上 $40.48 B / EPS $4.21（Koyfin 集約コンセンサス）。",{"actual":189,"consensus":269,"beatPct":190,"yoyPct":190},"$44.38 B",{"actual":189,"consensus":271,"beatPct":190},"$4.89",{"revenue":273,"eps":275},{"company":189,"consensus":274,"beatPct":190},"$40.48 B",{"company":189,"consensus":276,"beatPct":190},"$4.23",{"reportClose":189,"nextClose":189,"changePct":190},[279,280,281,282,283,284,285,286,287],"Q2 FY27（2026/9/3 発表予定）はアナリスト予想のみ先行入力。当期 売上$44.38 B / EPS$4.88、次Q (3Q 2027) 売上$40.48 B / EPS$4.21 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","Dellの会計年度は1月末締め。「Q1 FY27」は2026年5月1日締めの四半期（2026/5/28引け後発表）。EPSは全て非GAAP希薄化後。実績の売上・EPS・セグメント・ガイダンスはDell公式8-K（SEC EDGAR）で一次確認。","売上・EPSのアナリストコンセンサスはLSEG / Visible Alpha / Zacks / StockStory集計の代表値で、提供元により数百ドル単位の差がある。「次Q売上ガイド」のコンセンサスは各発表当日にStockStory・CNBC等が報じた翌四半期コンセンサスを採用。","次QのEPSガイドはDellが提示する非GAAP EPS midpoint。発表時点の翌Q EPSコンセンサスは8四半期すべて取得した（Q2 FY26・Q3 FY26はCNBC/LSEGが「vs $X expected」形式で明記、他はMarketBeat集計）。集計元が混在するため数セント単位の差はありうる。Q1 FY27の翌Q（Q2 FY27）ガイド$4.80はブローアウト決算直後でコンセンサス$2.96を+62%上回った。","Q1 FY27の翌日終値は、本データ作成時点（JST 2026/5/29朝＝米国は5/28の時間外取引中）で5/29通常取引の終値が未確定のため、発表当日引け後の時間外取引値$439.67（+38.7%、5/28 19:46 EDT時点）を暫定値として記載。5/29の通常取引終値が確定し次第更新する。","株価終値はYahoo Finance / StockAnalysis.comの生終値（分割・配当未調整）。Dellの決算は全て取引終了後（after market close）に発表されるため、発表当日終値=発表前の通常取引終値、翌日終値=市場の反応を織り込んだ最初の終値。","通年ガイドは各発表時点でDellが示した通年（full-year）見通しのmidpoint。対象会計年度は各バー下のラベルのとおりFY25→FY26→FY27と更新され、Q4 FY26発表で初めてFY27通年ガイド（売上$140B）を提示、Q1 FY27でFY27を$167Bへ大幅引き上げた。通年売上ガイドの実績はFY25=$95.6B / FY26=$113.5B。","Q3 FY25（2024/11/26）はDellが独立した通年レンジを示さずQ4ガイド経由で示したため、通年ガイドのバーは空欄とした（推定値は載せない）。Q3 FY26（2025/11/25）の通年売上/EPSコンセンサスは X(Grok)サーチでも明示的なアナリスト集約値が複数件取れず（プリ決算 baseline は会社の前回ガイド $107B / $9.55 が支配的、$9.55 を「est」と明記する投稿は1件のみ）、誤データ混入を避けて n/a を維持した。","通年売上/EPSコンセンサスのうち、X(Grok)サーチで複数の earnings 投稿（@epictrades1, @wallstengine, @notreload_ai, @MentoviaX, @Beth_Kindig, @_SirPeter, @LiveSquawk, @OMillionaires, @The_Real_Fly, @CorleoneDon77, @StockSavvyShay, @InvisibleGains, @schaeffers, @stockmom, @EquityScope, @MartyChargin, @AlphaIntercept, @NewsFromWSB 等）から FactSet / IBES コンセンサスを収集し中央値で採用した値は次のとおり: Q2 FY25（FY25 売上 $96.34 B / EPS $7.70）、Q4 FY25（FY26 売上 $103.17 B / EPS $9.23, IBES）、Q1 FY26（FY26 売上 $103.0 B / EPS $9.21, FactSet）、Q2 FY26（FY26 EPS $9.38）、Q4 FY26（FY27 EPS $11.45, FactSet）。各5〜8件の複数投稿で中央値を採用。FY27 売上コンセンサスは LSEG 集計 $142.5B（既掲載）と X サーチで観測された FactSet $125B 帯（@MartyChargin・@AlphaIntercept 等）に差があり、本表は LSEG 値を維持。","ハイライトはQ1 FY27（2026/5/28発表）。売上$43.8B（コンセンサス$35.74Bに対し+22.7%、YoY+88%）・非GAAP EPS$4.86（コンセンサス$2.96に対し+64.2%）の桁違いの3要素ビートに加え、次Q（Q2 FY27）売上ガイドを$44.5B（市場予想≈$35.5Bに対し+25.4%）、さらに通年FY27売上ガイドを$140B→$167B（midpoint、+$27B）・非GAAP EPSを$12.9→$17.9へと異例の大幅上方修正した。AI最適化サーバー売上は$16.1B（YoY+757%）、当四半期のAI受注は$24.4Bで認識売上を大きく上回り受注残が積み上がる構造を実証。ISG営業利益は+206%で、FY26前半に懸念されたAIサーバーの低マージン問題を払拭する「質の高い」ビートだった。FY25は『AI受注残は積み上がるのに売上・ガイダンスがコンセンサスに届かず株価が売られる』もどかしい4四半期（Q3 FY25は−12.2%、Q1 FY26はEPSミスで−2.1%）が続いたが、Q4 FY26（+21.9%）からAIサーバー売上が本格的に顕在化し、Q1 FY27で評価軸が「PC・サーバーの成熟ハード屋」から「AIインフラの主要サプライヤー」へと切り替わった転換点となった。",[290,293,296,299,302,305,308,311],{"label":291,"url":292},"Dell FY27 Q1 Financial Results 8-K（SEC EDGAR）","https://www.sec.gov/Archives/edgar/data/0001571996/000157199626000021/exhibit991earnings8kq1fy27.htm",{"label":294,"url":295},"Dell FY26 Q4 Financial Results 8-K（SEC EDGAR）","https://www.sec.gov/Archives/edgar/data/0001571996/000157199626000003/exhibit991earnings8kq4fy26.htm",{"label":297,"url":298},"Dell FY26 Q3 Financial Results 8-K（SEC EDGAR）","https://www.sec.gov/Archives/edgar/data/1571996/000157199625000118/exhibit991earnings8kq3fy26.htm",{"label":300,"url":301},"Dell FY26 Q2 Financial Results 8-K（SEC EDGAR）","https://www.sec.gov/Archives/edgar/data/1571996/000157199625000096/exhibit991earnings8kq2fy26.htm",{"label":303,"url":304},"Dell FY26 Q1 Financial Results 8-K（SEC EDGAR）","https://www.sec.gov/Archives/edgar/data/0001571996/000157199625000046/exhibit991earnings8kq1fy26.htm",{"label":306,"url":307},"Dell FY25 Q4 Financial Results 8-K（SEC EDGAR）","https://www.sec.gov/Archives/edgar/data/0001571996/000157199625000014/exhibit991earnings8kq4fy25.htm",{"label":309,"url":310},"CNBC: Dell Q1 FY27 earnings（2026/5/28）","https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html",{"label":312,"url":313},"StockStory: Dell Q1 CY2026 guidance vs consensus","https://markets.financialcontent.com/stocks/article/stockstory-2026-5-28-dell-nysedell-reports-bullish-q1-cy2026-stock-jumps-149",{"date":315,"close":316},"2026-06-18","$409.5","https://log.eurekapu.com/og/pages/general/beat-monitoring-DELL.png?title=DELL%20Dell%20Technologies%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=cf37122e6ea098a2",1782528864889]