← Coverage
DELL Dell Technologies
Servers & networking · NYSE · 한국어 페이지
AI servers drive growth. Built in Mexico, Malaysia and China and shipped into the US; parts inventory leads shipments.
Current-quarter revenue estimate
Quarter ending Oct 2026 · reports Nov 24, 2026
Our estimate
$51.0B
$39.8B–$62.2B
vs a year ago
+89%
vs consensus
+3.7%
Medium confidence · within ±5% in 3 of 4 backtested quarters, average error 6.7%. Model: company guidance adjusted by its historical beat rate.
Key supply-chain flow
US imports of Mexican storage systems + US imports of Mexican servers · to Aug 2026
+153%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of servers + computer systems US Census Bureau | End demand | A Direct link | 0.90 · leads 1Q | Aug 2026 |
US imports of servers · computing units US Census Bureau | End demand | A Direct link | 0.89 · leads 1Q | Aug 2026 |
US imports of Taiwanese servers US Census Bureau | End demand | A Direct link | 0.86 · leads 1Q | Aug 2026 |
US imports of Mexican storage systems US Census Bureau | Company shipments | A Direct link | 0.85 | Aug 2026 |
US → Mexico computer parts (GPU boards) exports US Census Bureau | Inputs | A Direct link | 0.73 · leads 1Q | Aug 2026 |
US imports of computer systems (incl. AI racks) US Census Bureau | End demand | A Direct link | 0.70 | Aug 2026 |
US imports of Mexican servers US Census Bureau | Company shipments | B Linked | 0.58 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.