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Oct 31, 2025
Hewlett Packard Enterprise Q4 2025 Earnings Report
Hewlett Packard Enterprise reported strong Q4 results with record revenue and gross profit, boosted by its AI and cloud business momentum.
Key Takeaways
HPE delivered $9.7B in revenue and $146M in net income for Q4 2025, achieving record quarterly revenue and gross profit. The company saw robust contributions from its networking and financial services segments, and adjusted EPS surpassed expectations.
Revenue by Segment
Forward Guidance
HPE raised FY26 guidance, projecting higher EPS and cash flow, supported by disciplined cost management and portfolio momentum.
Positive Outlook
- Raised FY26 GAAP EPS guidance to $0.62–$0.82
- Raised FY26 non-GAAP EPS guidance to $2.25–$2.45
- Raised midpoint of FY26 free cash flow to $1.85B
- Expects 17–22% revenue growth in FY26
- Forecasts GAAP operating profit growth of 455–520%
Challenges Ahead
- Server revenue declined 5% YoY
- Hybrid Cloud revenue dropped 12% YoY
- Net GAAP EPS declined from prior year ($0.11 vs. $0.99)
- Impairment charges of $260M affected operating income
- Ongoing integration and cost pressures from Juniper acquisition
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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