Company research

Hewlett Packard Enterprise · HPE

AI servers, private-cloud systems and networking support data-center deployments.

US exchange

Quarterly profit —

Competitors & comparable companies

Business comparison

Business overlap: GPU servers and integrated AI systems

Dell Technologies · DELL →Super Micro Computer · SMCI →

Compare order conversion, gross margins, working-capital needs and deployment/service capability.

Selection basis and sources

They compete in AI systems while sharing some technology suppliers. Product mix and services differ.

Maomaorou’s classification based on overlapping products, not an issuer statement naming rivals. Selected peers, not a complete list or ranking.

Checked：2026-09-19

Business position and research focus

Separate AI system orders, delivered revenue and service profitability.

Key risks

Enterprise procurement cycles and integration costs can slow earnings conversion.

Business source ↗

Business mapping checked 2026-09-11

Earnings in context

Quarterly profit · $1.54B

US GAAP · Net income attributable to the parent · 2026-05-01 — 2026-07-31

Reported net income includes non-operating and one-off items. It does not establish recurring profitability, positive cash flow or an attractive valuation.

Net income source ↗
Period and source details

Published 2026-09-03 · Checked 2026-09-19

us-gaap:NetIncomeLoss; 2026-05-01 to 2026-07-31; USD; 10-Q

Reported revenue · $12.21B

Q3 FY2026 · Company total; not AI-only revenue · Checked 2026-09-18

Quarterly revenue · year-over-year comparison
$9.14B
$12.21B

Company-wide revenue; bars start at zero. Two comparable quarters, not a continuous trend. Dates are period ends; select a date for its source.

Revenue source ↗

GAAP consolidated net revenue. Cloud & AI is a reporting segment that also includes storage and financial services; it is not AI-only revenue.

Revenue and net income may refer to different reporting periods. Read each period before comparing them; these are dated disclosures, not a live earnings feed.

Company information reflects the sources and dates shown. It is not personalized investment advice. Methodology · Suggest a correction

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