HPE
Hewlett Packard Enterprise Company24.30
+0.25+1.04%
Dec 16, 4:00:43 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q4 '25
Key Stats
Market Cap
32.06BP/E (TTM)
-Basic EPS (TTM)
-0.04Dividend Yield
0.02%Recent Filings
10-K
8-K
Record revenue, raised FY26 guidance
HPE posted record Q4 revenue of $9.7B, up 14% year-over-year, fueled by Networking's 150% surge to $2.8B post-Juniper integration, while ARR jumped 63% to $3.2B. Non-GAAP gross margins hit 36.4%, up 550bps, with FCF at $1.9B. HPE raised FY26 non-GAAP EPS guidance to $2.25-$2.45. Juniper synergies drive momentum.
8-K
HPE sells 9% H3C stake
HPE's H3C Holdings inked share purchase agreements on November 28, 2025, to sell 9% of H3C's shares to three Chinese counterparties for ~$643 million cash. Closing hinges on regulatory approvals and other conditions by the long-stop date up to 210 days out. Deals advance prior arrangements. Risks loom from approval delays.
8-K
8-K
HPE adjusts PARSU goals upward
HPE's HRC Committee raised target non-GAAP net income growth goals for fiscal 2025-2027 PARSUs on November 10, 2025, to account for Juniper Networks acquisition profits. Threshold and maximum levels adjusted proportionally; other terms unchanged. Payouts capped at original levels without modification. Raises bar for exec incentives.
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