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Dell Technologies DELL Infrastructure Solutions Group — Cost of Revenue

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$12.2B+13.7%

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Other financials

Income statement

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Revenue$43.8B+87.5%
Gross profit$7.8B+57.6%
Operating income$3.7B+214%
Net income$3.4B+256%
EPS (diluted)$5.24+282%

Balance sheet

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Cash & equivalents$11.6B+50.4%
Total debt$31.9B+7.9%
Total equity-$1.4B+53.6%
Total assets$114.91B+32.3%

Cash flow

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Operating cash flow$4.1B+46.0%
CapEx$963.0M+69.5%
Free cash flow$3.1B+39.9%

Valuation

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Market cap$298.97B+245%
Enterprise value$319.3B+196%
P/E35.6×+17.6×
P/S2.2×+1.4×

Profitability

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Gross margin19.1%-3.0pp
Operating margin7.9%+1.3pp
Net margin6.3%+1.6pp
FCF margin7%+3.1pp

Returns & leverage

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Return on equity138%—
Debt / equity5.6×—
Current ratio0.9×+0.1×

Where this comes from

Reported directly by Dell Technologies in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: Dell Technologies’s 10-Q, filed June 9, 2026.

Filed
Jun 9, 2026, 4:11 PM EDT
Fiscal quarter
Q1 FY2027
Calendar quarter
Q2 2026
Accession
0001571996-26-000030
Line itemThree Months Ended / May 1, 2026May 2, 2025
Infrastructure Solutions Group:
Cost of net revenue$23,475$7,050
Selling, general, and administrative$1,794$1,695
Research and development$685$574
Client Solutions Group:
Cost of net revenue$12,204$10,738
Selling, general, and administrative$1,043$982
Research and development$192$136

ITEM 1 — FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Dell Technologies's infrastructure solutions group — cost of revenue?
Dell Technologies (DELL) reported infrastructure solutions group — cost of revenue of $23.48B in Q1 2026.
How has Dell Technologies's infrastructure solutions group — cost of revenue changed year-over-year?
Dell Technologies's infrastructure solutions group — cost of revenue increased by 233.0% year-over-year, from $7.05B to $23.48B.
What is the long-term trend for Dell Technologies's infrastructure solutions group — cost of revenue?
Over 3 years (2023 to 2026), Dell Technologies's infrastructure solutions group — cost of revenue has grown at a 22.8% compound annual growth rate (CAGR), from $24.33B to $45.02B.
What does infrastructure solutions group — cost of revenue mean?
Includes all direct costs associated with producing and delivering the hardware products sold by the Infrastructure Solutions Group, such as raw materials, manufacturing labor, and shipping. This metric is essential for calculating the segment's gross margin and understanding the impact of supply chain costs. It reflects the direct expense required to support the segment's revenue generation.

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