Hewlett Packard Enterprise Company (HPE) Q3 FY2026 8-K Filings and Company Events

Filings that contain financial statements

• 8-K filed December 4, 2025 (accession 0001645590-25-000126), Exhibit 99.1 furnishes HPE's fiscal 2025 fourth-quarter and full-year results: condensed consolidated statements of earnings (three months and year ended October 31, 2025, with October 31, 2024 comparatives), balance sheet as of October 31, 2025, statement of cash flows for the year, and segment detail.
• 8-K filed March 9, 2026 (accession 0001645590-26-000028), Exhibit 99.1 furnishes fiscal 2026 first-quarter results: statements of earnings for the quarter ended January 31, 2026 (with October 31, 2025 and January 31, 2025 comparatives), balance sheet as of January 31, 2026, cash flow statement, and segment detail reflecting the new Networking / Cloud & AI / Corporate Investments and Other segment structure adopted for fiscal 2026.
• 8-K filed June 1, 2026 (accession 0001645590-26-000052), Exhibit 99.1 furnishes fiscal 2026 second-quarter results: statements of earnings for the three and six months ended April 30, 2026, balance sheet as of April 30, 2026, cash flow statement for the six-month period, and segment detail.
• 8-K filed September 2, 2026 (accession 0001645590-26-000078), Exhibit 99.1 furnishes fiscal 2026 third-quarter results: statements of earnings for the three and nine months ended July 31, 2026, balance sheet as of July 31, 2026, cash flow statement for the nine-month period, and segment detail.

Earnings and guidance

Q4 and full-year fiscal 2025 (quarter ended October 31, 2025), reported December 4, 2025, accession 0001645590-25-000126. Revenue was $9.7 billion, up 14% year over year, a record quarter; full-year revenue was $34.3 billion. GAAP diluted EPS was $0.11 for the quarter and a loss of $0.04 for the full year (full-year GAAP results included $1.6 billion of impairment charges); non-GAAP diluted EPS was $0.62 for the quarter, above the outlook range. HPE raised its fiscal 2026 full-year guidance, including diluted GAAP EPS to $0.62–$0.82, non-GAAP diluted EPS to $2.25–$2.45, and free cash flow guidance to $1.7–$2.0 billion.

Q1 fiscal 2026 (quarter ended January 31, 2026), reported March 9, 2026, accession 0001645590-26-000028. Revenue was $9.3 billion, up 18% year over year. GAAP diluted EPS was $0.31; non-GAAP diluted EPS was $0.65, above the outlook range. Networking revenue (now combining the former Intelligent Edge segment with Juniper Networks) grew 151.5% year over year. HPE raised full-year fiscal 2026 GAAP diluted EPS guidance to $1.02–$1.22 and non-GAAP diluted EPS guidance to $2.30–$2.50, and raised free cash flow guidance to at least $2.0 billion. Beginning this quarter, HPE realigned its reportable segments into Networking, Cloud & AI (combining the former Server, Hybrid Cloud and Financial Services segments), and Corporate Investments and Other.

Q2 fiscal 2026 (quarter ended April 30, 2026), reported June 1, 2026, accession 0001645590-26-000052. Revenue was $10.7 billion, up 40% year over year, a record quarter. GAAP diluted EPS was $0.44; non-GAAP diluted EPS was $0.79, above the outlook range. HPE raised full-year fiscal 2026 guidance sharply: GAAP diluted EPS to $2.42–$2.52, non-GAAP diluted EPS to $3.35–$3.45, and free cash flow to at least $3.5 billion, a level the company said exceeded what it had projected achieving by fiscal 2028 at its October 2025 Securities Analyst Meeting. HPE also introduced an initial fiscal 2027 growth framework (revenue growth of 8%–12%, non-GAAP diluted EPS growth of 12%–16%, free cash flow of at least $4.5 billion).

Q3 fiscal 2026 (quarter ended July 31, 2026), reported September 2, 2026, accession 0001645590-26-000078. Revenue was $12.2 billion, up 34% year over year, a record quarter, with GAAP operating profit up 464% and non-GAAP operating profit up 155% year over year. GAAP diluted EPS was $1.06; non-GAAP diluted EPS was $1.11, both above the outlook range. Results included a $444 million gain on sale of equity interest tied to the completed H3C divestiture. HPE again raised full-year fiscal 2026 guidance (GAAP diluted EPS to $2.93–$3.03, non-GAAP diluted EPS to $3.75–$3.85, free cash flow to at least $3.75 billion) and raised its fiscal 2027 growth framework (revenue growth to 13%–17%, non-GAAP diluted EPS growth to 16%–20%, free cash flow of at least $5.0 billion). Management said it plans to return at least 75% of free cash flow to shareholders in the fiscal fourth quarter.

Each quarterly earnings release also announced a regular common dividend of $0.1425 per share (the fourth such declaration in fiscal 2026), and HPE's board separately declared cash dividends on the 7.625% Series C Mandatory Convertible Preferred Stock on a quarterly cadence (accessions 0001645590-26-000006, -000040, and -000074, dated February 4, May 4, and August 4, 2026, respectively).

H3C divestiture

HPE fully exited its equity stake in H3C Technologies Co., Limited between November 2025 and May 2026, completing a multi-year divestiture:

• November 17, 2025 (accession 0001645590-25-000121): H3C Holdings Limited, an HPE subsidiary, signed share purchase agreements to sell an aggregate 10% of H3C's issued share capital to five China-based counterparties (including Unisplendour International Technology Limited, "UNIS") for approximately $714 million, plus a side letter amending prior arrangements with UNIS.
• November 28, 2025 (accession 0001645590-25-000123): H3C Holdings signed additional share purchase agreements to sell a further 9% of H3C's issued share capital to three counterparties for approximately $643 million.
• May 13, 2026 (accession 0001645590-26-000045): HPE closed on the sale of 13.8% of H3C's issued share capital to the counterparties named above for approximately $986.8 million, executing the agreements signed in November 2025.
• June 1, 2026 (accession 0001645590-26-000052): HPE disclosed it closed on May 28, 2026 on the sale of the remaining 5.2% of H3C's issued share capital to UNIS for approximately $370.4 million, completing the divestiture. HPE said it received total pretax consideration of approximately $3.5 billion for its H3C stake since announcing its intention to exit the joint venture. The Q3 fiscal 2026 earnings release (accession 0001645590-26-000078) reflects a $444 million gain on sale of equity interest related to this completed transaction.

Capital markets: senior notes offering

• March 16, 2026 (accession 0001140361-26-010222): HPE launched and priced an underwritten public offering of $2.0 billion in aggregate principal amount of senior unsecured notes, in four tranches: $300 million of Floating Rate Notes due 2028, $500 million of 4.500% Notes due 2028, $600 million of 4.600% Notes due 2029, and $600 million of 5.250% Notes due 2033. The underwriters were Barclays Capital, BofA Securities, SG Americas Securities, and Wells Fargo Securities.
• March 23, 2026 (accession 0001140361-26-010765): HPE completed the notes offering, issuing all four tranches under supplemental indentures to its existing 2015 senior indenture with The Bank of New York Mellon Trust Company, N.A. as trustee.

Board, management and governance

• February 3, 2026 (accession 0001645590-26-000010): Director Raymond E. Ozzie notified the board he does not intend to seek re-election at the 2026 annual meeting; his term ended when it expired at that meeting.
• April 1, 2026 (accession 0001645590-26-000036): At its 2026 annual meeting, HPE stockholders elected 12 directors, ratified Ernst & Young LLP as auditor for fiscal 2026, approved Amendment No. 5 to the 2021 Stock Incentive Plan (increasing shares reserved for issuance by 22 million), approved an advisory vote on executive compensation, and voted down (by a wide margin) a stockholder proposal on discrimination in charitable support.
• May 29, 2026 (disclosed in the June 1, 2026 8-K, accession 0001645590-26-000052): HPE and Elliott Investment Management amended their July 2025 cooperation agreement to cap the board at 14 directors through the 2027 annual meeting. Concurrently, pursuant to that cooperation agreement, the board appointed Christopher P. Hsu, a Partner at Elliott, as a director, effective immediately.
• July 24, 2026 (accession 0001645590-26-000072): HPE appointed David I. Goulden, former CFO of Booking Holdings Inc. and a former senior HPE/EMC executive, to the board, effective that day.

Material developments without a standalone 8-K

• Juniper Networks acquisition, integration and antitrust resolution. The acquisition (completed July 2, 2025, for approximately $13.4 billion) has no standalone 8-K disclosing fiscal 2026 developments; they are disclosed in the Q3 fiscal 2026 10-Q (accession 0001645590-26-000080), which describes ongoing integration, including a target of at least $600 million in cost synergies by fiscal 2028 and repayment of the related delayed-draw term loan financing in March and May 2026, and the status of the Department of Justice's antitrust challenge to the merger. Following a January 8, 2026 hearing, the court denied a group of state attorneys general's motion to hold HPE and Juniper separate pending review, allowing further integration to proceed; a Tunney Act hearing on the proposed settlement with the DOJ was held March 23, 2026; and on August 12, 2026 the court ruled the settlement to be in the public interest and granted entry of final judgment.
• Telco Solutions divestiture, completed. HPE announced plans to divest its Telco Solutions business (part of the Corporate Investments and Other segment) to HCLTech on December 18, 2025, and completed the sale on August 1, 2026. Neither transaction was reported in a standalone 8-K; both dates are disclosed in Note 7 to the Q3 fiscal 2026 10-Q (accession 0001645590-26-000080), corroborated by the FY2025 10-K's disclosure of the pending divestiture (accession 0001645590-25-000130). The consideration and any gain or loss on the sale are not disclosed; the only related figure reported is $40 million of goodwill reclassified to assets held for sale.