HPE reports record Q3 revenue, profit and EPS

On Wednesday, Hewlett Packard (NYSE: HPE ) discussed third-quarter financial results during its earnings call.

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View the webcast at Watch the full earnings call below: Summary Hewlett Packard Enterprise reported record Q3 2026 financial results with revenue of $12.2 billion, up 34% year-over-year, and non-GAAP operating profit of $2 billion, more than double from a year ago.

The company experienced strong demand across AI and networking segments, with order growth outpacing revenue due to ongoing supply constraints.

HPE raised its fiscal 2026 and 2027 guidance, expecting continued revenue growth driven by AI infrastructure investment and strategic partnerships, including an expanded collaboration with Oracle.

Operational highlights include record order bookings, a record backlog, and completion of the Juniper Networks acquisition integration ahead of schedule.

Management expressed confidence in sustaining growth due to a robust demand environment, strategic initiatives, and disciplined execution, while acknowledging persistent supply chain challenges.

Full Transcript OPERATOR Good day, and welcome to the third-quarter 2026 Hewlett Packard Enterprise earnings conference call.

All participants will be in a listen-only mode.

Should you need assistance, please signal a conference specialist by pressing the star key followed by zero.

After today's presentation, there will be an opportunity to ask questions.

To ask a question, you may press star then one on your touch-tone phone, and to withdraw your question, please press star then two.

Please note this event is being recorded.

I would now like to turn the conference over to Ms.

Shannon Cross, Chief Strategy Officer.

Please go ahead.

Shannon Cross, Chief Strategy Officer Good afternoon.

I'm Shannon Cross, Chief Strategy Officer for HPE.

I'd like to welcome you to our fiscal 2026 third-quarter earnings conference call with Antonio Neri, HPE's president and chief executive officer, and Marie Myers, HPE's chief financial officer.

Before handing the call to Antonio, let me remind you that this call is being webcast.

A replay of the webcast will be available shortly after the call concludes.

We have posted the press release and the slide presentation accompanying the release on our HPE Investor Relations webpage.

Elements of the financial information referenced on this call are forward-looking and are based on our best view of our business and the external factors affecting us as we see them today.

HPE assumes no obligation and does not intend to update any such forward-looking statements.

We also note that the financial information discussed on this call reflects estimates based on information available at this time and could differ materially from the amounts ultimately reported in HPE's Quarterly Report on Form 10-Q for the fiscal quarter ended July 31, 2026.

Figures used in verbal remarks are rounded for ease of discussion.

For more detailed information, please see the earnings materials, as well as disclaimers relating to forward-looking statements that involve risks, uncertainties, and assumptions.

Please refer to HPE's filings with the SEC for a more detailed discussion of these risks.

For financial information that we are showing on a non-GAAP basis, we have provided reconciliations to the comparable GAAP information.

Please refer to the tables and slide presentation accompanying today's earnings release on our Investor Relations website for details.

All revenue growth rates, unless noted otherwise, are presented on a year-over-year basis.

Unless otherwise noted, all financial metrics and growth rates discussed today are non-GAAP, and EPS refers to non-GAAP diluted net earnings per share.

Certain financial information featured in the presentation today has been normalized to include Juniper Networks' results as of the beginning of HPE's fiscal year 2025.

Antonio and Marie will reference our earnings presentation in their prepared comments.