Hewlett Packard Enterprise Co (HPE) — the earnings record
As of the 2026-09-02 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -14.6% to +18.8% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$14.24B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Sep 26 | 2026-09-02 | ✓ beat | ✓ beat |
| Jun 26 | 2026-06-01 | ✓ beat | ✓ beat |
| Mar 26 | 2026-03-09 | ✓ beat | ✗ miss |
| Dec 25 | 2025-12-04 | ✓ beat | ✗ miss |
| Sep 25 | 2025-09-03 | ✓ beat | ✓ beat |
| Jun 25 | 2025-06-03 | ✓ beat | ✓ beat |
| Mar 25 | 2025-03-06 | ✗ miss | ✓ beat |
| Dec 24 | 2024-12-05 | ✓ beat | ✓ beat |
| Sep 24 | 2024-09-04 | ✓ beat | ✓ beat |
| Jun 24 | 2024-06-04 | ✓ beat | ✓ beat |
| Feb 24 | 2024-02-29 | ✓ beat | ✗ miss |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full HPE print-record card — free registration.
FAQ · from the current data · as of 2026-09-02
Quick answers
How often does Hewlett Packard Enterprise Co beat earnings estimates?
Across the last 11 covered prints (as of the 2026-09-02 card), Hewlett Packard Enterprise Co beat EPS estimates 10 of 11 times and revenue estimates 8 of 11 times, with 7 double beats.
How does HPE stock react to earnings?
Measured close-of-print-day to the close three sessions later: 5 of the last 11 prints resolved up (beyond +3%), 4 flat, 2 down — reactions spanning -14.6% to +18.8%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was HPE's biggest earnings reaction?
+18.8% over the three sessions after the Feb 24 print (2024-02-29).
When does Hewlett Packard Enterprise Co report earnings next?
2026-12-03 (Window closed 8 September: paid +8.1% — the beat-and-raise that was sold after hours got paid by the third session. Next print 3 December — est EPS $1.25 · est revenue ~$14.24B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where HPE appears in the diary — 13 pieces, newest first. Every link is our own writing.
Go deeper
Long reads
- Rubin Build-Out 100 — Rubin at the Door
The heating is in the server layer: Lenovo +41, HPE +21, Dell +19, and further down ams-OSRAM, Astera Labs, Keyence, Nvidia and Schneider Electric, all single digits positive.
101 and glossary
- Sovereign AI: The National Compute Arms Race and Its Investment Map
The investment implications span from NVIDIA (selling DGX Cloud to governments globally) to Nebius (Yandex spin-off building European sovereign cloud) to Dell and HPE (on-premises AI infrastructure for nations with data residency…
Dailies
- Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505
Rubin +1.5% to 1,904.95 on the layers closest to the design: Foundry & Integration +5.4%, Architects +3.8%, Design +3.5%, AI Factory Systems +3.3%, EDA +3.0%, Testing & Metrology +2.5%; Advanced Materials −1.1%, Wafer Processing −1.0%…
- AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106
In our Rubin sub-indices the split is exact: Storage −4.4% and HBM Memory −2.0% on Friday against DC Construction +5.3%, AI Factory Systems +4.2% and DC Power +4.2%, with Hewlett Packard Enterprise +12.4% and Dell +12.0% the names that…
- Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%
The movers: Murata +5.6%, Global Unichip +5.1%, Advantest +3.3%, Lasertec +2.9% on top, all reversed in Tokyo this morning; Delta Electronics −6.7%, Hewlett Packard Enterprise −6.2%, Vertiv −5.6%, Intel −5.6%, Lam Research −5.6%, Soitec…
- Asia’s chip rally fades into the close: Kospi touches 7,171 and ends under 7,000, Nikkei −1.2% on a 153 yen — and Lenovo drops 6%, Z.ai 10% in Hong Kong
S&P 500 futures are down 0.2%, the Dow’s 0.8%, the Nasdaq’s up 0.2%, and today’s close grades Broadcom, Snowflake and HPE.
- Chips up again, software down again — Friday's split is turning into a trend
Hewlett Packard Enterprise is up 5.9% at $55.07 on the same reading, and Tesla is up 3.4%, which is what keeps the Magnificent Seven fund from falling with its software members.
- Kospi jumps 4% on OpenAI’s new model: SK hynix +7%, Kioxia +9%, SoftBank +10% — while gold and bitcoin slide on the rate-hike odds
This week: Wall Street reopens Tuesday with Broadcom, Snowflake and HPE getting their grades, Oracle reports, US inflation Friday
- Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs report
Hewlett Packard Enterprise fell as much as 12% in the morning on its supply-constraint warning, then reversed to close up 5.0% at 54.44.
- Snowflake jumps 20%, Broadcom stalls, Dell soars 16% — the market is paying for faster growth, not for beats
Hewlett Packard Enterprise beat, raised its outlook twice over and lost 5% after hours, because management said profit margins will come down as AI servers take a bigger share of sales.