Hewlett Packard Enterprise HPE is scheduled to report second-quarter fiscal 2026 results after market close on June 1, 2026.
HPE anticipates revenues of $9.6 billion to $10 billion for second-quarter fiscal 2026. The Zacks Consensus is pegged at $9.82 billion, suggesting growth of approximately 28.7% from the year-ago quarter’s reported figure.
For the fiscal second quarter, the company expects non-GAAP earnings of 51 cents to 55 cents. The Zacks Consensus Estimate for HPE’s fiscal second-quarter earnings is pegged at 54 cents per share, reflecting a 42.11% increase year over year. The consensus mark for earnings has remained unchanged over the past 60 days.
In the trailing four quarters, Marvell’s earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters, while missing the same on one occasion, with an average surprise of 7.34%.
Hewlett Packard Enterprise Company Price and EPS Surprise
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Factors to Influence HPE’s Q2 Results
Hewlett Packard Enterprise’s networking and AI-focused portfolio is gaining momentum, supported by strong demand trends, Juniper integration progress and disciplined execution. Rising customer orders across networking, servers and storage are likely to have reflected positively in the to-be-reported quarter.
HPE’s Networking segment has emerged as a major growth engine following the Juniper Networks acquisition. Networking revenues surged 152% year over year in the first quarter of fiscal 2026, driven by robust demand for wireless, routing and data center switching solutions.
HPE’s networking revenues will continue to grow rapidly, supported by ongoing AI infrastructure deployments and enterprise modernization initiatives in the second quarter of fiscal 2026. HPE is also benefiting from rising investments in Networks for AI. HPE now expects cumulative
Networks for AI orders to reach $1.7-$1.9 billion by fiscal 2026-end.
Strong demand for Juniper QFX switches and PTX/MX routing products, combined with the demand for WiFi 7 access point volumes, increased more than 10 times year over year in the first quarter of fiscal 2026 and is likely to have remained in the to-be-reported quarter. Devices connected to Aruba Central and Mist cloud platforms are also tailwinds.
Traction in Alletra MP storage, Greenlake and VM Essentials virtualization is likely to have stayed put due to network modernization in the to-be-reported quarter. However, challenges like DRAM and NAND cost inflation, geopolitical headwinds and uneven AI systems revenues are expected to have affected HPE in the to-be-reported quarter.
