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Oct 31, 2021

HP Q4 2021 Earnings Report

HP reported strong Q4 2021 results, exceeding previous outlook.

Key Takeaways

HP Inc. reported Q4 2021 net revenue of $16.7 billion, up 9.3% year over year. GAAP diluted net EPS was $2.71, and non-GAAP diluted net EPS was $0.94, both exceeding prior outlook. The company generated $0.9 billion in free cash flow and returned $2.0 billion to shareholders.

Fourth quarter GAAP diluted net EPS was $2.71, above the previously provided outlook of $0.82 to $0.88 per share.

Fourth quarter non-GAAP diluted net EPS of $0.94, above the previously provided outlook of $0.84 to $0.90 per share.

Fourth quarter net revenue of $16.7 billion, up 9.3% from the prior-year period.

Fourth quarter net cash provided by operating activities of $2.8 billion, free cash flow of $0.9 billion.

Total Revenue
$16.7B
Previous year: $15.3B
+9.3%
EPS
$0.94
Previous year: $0.62
+51.6%
GAAP Operating Margin
7.4%
Previous year: 6.5%
+13.8%
Non-GAAP Operating Margin
8.1%
Gross Profit
$3.27B
Previous year: $2.68B
+21.9%
Cash and Equivalents
$4.3B
Previous year: $4.86B
-11.6%
Free Cash Flow
$900M
Previous year: $1.8B
-50.0%
Total Assets
$38.6B
Previous year: $34.7B
+11.3%

HP

HP

HP Revenue by Segment

Forward Guidance

For the fiscal 2022 first quarter, HP estimates GAAP diluted net EPS to be in the range of $0.92 to $0.98 and non-GAAP diluted net EPS to be in the range of $0.99 to $1.05. For fiscal 2022, HP estimates GAAP diluted net EPS to be in the range of $3.86 to $4.06 and non-GAAP diluted net EPS to be in the range of $4.07 to $4.27. For fiscal 2022, HP anticipates generating free cash flow of at least $4.5 billion.

Positive Outlook

  • Estimates GAAP diluted net EPS to be in the range of $0.92 to $0.98 for Q1 2022
  • Estimates non-GAAP diluted net EPS to be in the range of $0.99 to $1.05 for Q1 2022
  • Estimates GAAP diluted net EPS to be in the range of $3.86 to $4.06 for fiscal year 2022
  • Estimates non-GAAP diluted net EPS to be in the range of $4.07 to $4.27 for fiscal year 2022
  • Anticipates generating free cash flow of at least $4.5 billion for fiscal year 2022

Revenue & Expenses

Visualization of income flow from segment revenue to net income