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

10/11EPS beats

8/11revenue beats

5 · 4 · 2up · flat · down (+3d, ±3%)

2026-12-03next print

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

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 (as of the 2026-09-02 card) — 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 Closelooknet

Where HPE appears in the diary — 19 pieces, newest first. Every link is our own writing.

Long reads

Rubin Build-Out 100 — Rubin at the DoorWeekly Signal · 6 Sept 2026The 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 Map101The 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

AI Trade — Kospi −8.5%, Nikkei −4.7% after hot US inflation; TSMC beats, Nasdaq-100 on supportMorning 10 · 15 Oct 2026In New York Barclays said it sees no wave of company AI spending and cut Dell, HPE and NetApp; Dell fell 11.3%.
AI Trade — Show-Me Quarter for 2027Daily Pulse · 15 Oct 2026It cut Dell, HPE and NetApp to neutral and said it sees no "meaningful AI inflection" in company spending: businesses put about 5% of their IT budgets into AI, and only about a quarter of that goes to hardware, as reported by CNBC.
AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026Servers and networks sold for a second day: Dell −7.7% to $468.62, HPE −5.5%, Arista −5.3%
Chips — memory and optics sold again: Lumentum −7.7%, SanDisk −6.5%, chip fund −2.6%; Meta +3.8%Midday 10 · 12 Oct 2026AI builders and hardware: Bloom Energy −7.0%, Super Micro −5.3%, Nebius −5.0% to $210, HPE −4.1%, Cisco −3.0%
AI Hardware — Not One TradeDaily Pulse · 6 Oct 2026
Nvidia — up 2.7% in a red market; MongoDB sinks 18% as Meta hires its CEO, gold slides 3.8%Midday 10 · 28 Sept 2026Cisco, Microsoft, Oracle, CoreWeave, Dell, HPE, Lenovo, Arm and Intel are named partners, and Nvidia is working with Anthropic to connect managed agents to OpenShell.
Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505Morning 10 · 18 Sept 2026Rubin +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 $106Morning 10 · 14 Sept 2026In 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…

Related in the Closelooknet universe

same Closelooknet index seat first, then Communication Equipment. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.