HPE Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Hewlett Packard Enterprise closed fiscal 2025 on a mixed but broadly constructive note, delivering a non-GAAP EPS beat while falling short on the top line. The company reported Q4 revenue of $9.68 billion, up 14.1% year over year but trailing the $9.… Read more Hewlett Packard Enterprise closed fiscal 2025 on a mixed but broadly constructive note, delivering a non-GAAP EPS beat while falling short on the top line. The company reported Q4 revenue of $9.68 billion, up 14.1% year over year but trailing the $9.93 billion consensus by 2.55%, as weakness in its Server and Hybrid Cloud segments weighed on results. Non-GAAP diluted EPS of $0.62 cleared the $0.58 consensus estimate by 6.90%, with the outperformance driven in significant part by the Juniper Networks acquisition, whose higher-margin networking mix helped lift non-GAAP gross margin by 550 basis points to 36.4%. The Networking segment, newly reshaped by Juniper's integration, surged 150% to $2.81 billion, becoming the quarter's defining growth engine. J.P. Morgan maintained a Buy rating on the stock heading into the print, reflecting cautious optimism among some analysts. Looking ahead, HPE raised its FY26 non-GAAP EPS guidance to $2.25 to $2.45 and projected revenue growth of 17% to 22%, signaling confidence that Juniper's contributions will increasingly offset pressure elsewhere in the portfolio.