Hewlett Packard Enterprise (HPE) reported record Q2 FY2026 revenue, gross margin, and non-GAAP diluted EPS, along with...

Hewlett Packard Enterprise (HPE) reported record Q2 FY2026 revenue, gross margin, and non-GAAP diluted EPS, along with highest-ever free cash flow for a second quarter. The company raised its full-year fiscal 2026 guidance, citing strong demand for infrastructure modernization and AI scaling, and introduced a fiscal 2027 growth framework. CEO Antonio Neri noted execution ahead of schedule on Juniper Networks and Catalyst cost synergies. The earnings release (source) highlights a record quarter that puts HPE two years ahead of its fiscal 2028 long-term financial plan. Separately, HPE expanded its partnership with CloudCasa for Kubernetes disaster recovery on HPE Alletra Storage MP B10000 (source), reinforcing its enterprise storage and hybrid cloud momentum. The raised guidance and positive outlook signal strong AI-driven demand for HPE's servers and networking, benefiting GPU suppliers like NVDA and AMD, and pressuring competitors DELL and SMCI as HPE gains share. The report is official and corroborated by multiple sources, warranting high confidence.